Wealth Advisor - RDM Financial Group

Your Future Team

At RDM Financial Group, we offer a holistic financial planning experience : a personalized, purpose-driven, client-advisor relationship designed to contribute to each of our high-net-worth clients' overall planning processes. Our goal is to create better financial outcomes by managing each client's financial life, helping them make better financial decisions, and delivering a positive client experience.

What You'll Do

We are seeking a successful Wealth Advisor who loves helping people navigate their complex financial lives. You will bring RDM's mission to life and directly deliver top-tier client service to our high-net-worth families. #LI-Hybrid

• Participate actively in business development strategies, source new client relationships, and introduce our services and value proposition to prospective clients.
• Build a broader network of clientele by targeting and fostering relationships with centers of influence (COIs), new business opportunities, family offices, and niche markets.
• Conduct in-depth client reviews to uncover new business opportunities.
• Take primary responsibility for all aspects of client relationships, understanding their financial situations and requirements. Meet with clients to develop financial plans covering expenses, income, insurance, objectives, tax considerations, and risk tolerance.
• Be an integral part of the advisory team, providing financial planning and investment advice to clients of varying ages and wealth levels.
• Utilize our client-centered wealth management philosophy to guide advisory services for individuals and families.
• Collaborate with tax, legal, and insurance professionals to develop comprehensive financial roadmaps and track progress toward clients' goals.
• Support the financial planning process through analysis and preparation of clients' planning and investment strategies.
• Regularly review client accounts to identify necessary adjustments due to personal or financial changes.
• Communicate relevant market updates to clients and prospects, systematically tracking outreach and progress.
• Engage in community involvement while representing Hightower.
• Become a Trusted Advisor for clients and Centers of Influence.

What You'll Bring

What We Offer

Our Story

Founded in 2008, Hightower provides investment, financial, and retirement planning services to individuals, foundations, and family offices, along with 401(k) consulting and cash management for corporations. Our scale and operational support empower independent wealth advisors to grow their businesses and help clients achieve their financial goals. Based in Chicago with advisors nationwide, Hightower operates as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER : Hightower is committed to equal opportunity employment and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), disability, medical condition, gender identity or expression, genetic information, or any other protected characteristic under applicable law.

Applicants must be U.S. citizens, permanent residents, or possess other unrestricted U.S. work authorization, and will not require sponsorship now or in the future.

J-18808-Ljbffr