Broker Check

WE'RE HIRING!

WealthRhino is a fast-growing, modern, tech-savvy, fun alternative to snooty & salesy financial advisory firms. Our vision is to create a lifestyle financial planning brand & community for Gen-X, Gen-Z, and Millennial families. Our purpose is to help anyone who wants to better their financial lives, not just the uber wealthy.

We believe the quality of our work is solely based on the quality of our team members. We want people that go the extra mile and who are passionate about helping others. We want people who'll positively contribute to the company culture and treat both their co-workers and our members like they're family.  Most of all, our goal is to build a new type of financial advisory firm – one where all of our team members have their voices heard and can be involved in the direction of the company.

If this sounds like a place you'd like to be, please email us your resume and tell us why you want the job and why you'd be great at it. Send it to info@wealthrhino.com with the subject line "I want to be a WealthRhino!"

CURRENT OPEN POSITIONS

Member Services Associate/Director of Member Services

Your role will be to ensure we're providing a world class service experience to every person who encounters our firm. You’ll also support our advisors, handle administrative and operations functions, and manage the day-to-day activities of the office. This job is full-time and we hope to find someone to stay long-term who wants to progress on the career path. Most importantly, we are looking for someone with a great attitude, who strives to better themselves and our company every single day.

Perks you'll enjoy:

  • Great people deserve great benefits - 401(k), health insurance, paid & volunteer time-off, education reimbursement & professional development training, 
  • Work-Life balance is important to us - flexible schedule, unlimited vacation, & work from home days.
  • Competitive pay & bonus structure - if the company does better, you do better!
  • Fun & rewarding career - helping people from all walks of life achieve their biggest dreams!

Qualities & qualifications we're looking for:

  • Superior service mindset - you can visualize yourself in the member’s shoes and will do what it takes to ensure our members' happiness.
  • Tech-savvy - able to learn new technology quickly and efficiently; views tech as an opportunity, not a challenge. Familiarity w/ Office 365, Teams, Docusign, Canva, Photoshop, social media, etc. a plus.
  • Expert in service practices - following-up by phone and email, scanning & copying documents, shipping & packaging, mail merges, pre-filling forms, creating workflows, preparing for meetings, etc. 
  • Great communicator- can communicate with members and co-workers, both written and verbal, in a conversational yet professional manner.
  • Characteristics– committed to personal growth, patient, disciplined, detail-oriented, self-starter, quick learner, able to prioritize, organized, takes initiative, problem-solver, multi-tasker, logical, excels under pressure, & efficient with time.

Financial Advisor - Experienced, Licensed

We give our WealthRhino Financial Advisors the opportunity to build a rewarding practice of like-minded people they actually want to work with. Using our subscription model, you no longer have to push expensive investment products on your clients or set minimum account sizes. You can build your book of clients your way! As a Financial Advisor you'll be responsible for marketing your expertise and bringing new members into the firm. Your role as Financial Advisor will be to help your members set their financial goals, create and manage their financial plan, and monitor & advise them along the journey towards success. You’ll also design investment portfolios, communicate about market events, and educate them on important financial topics. 

Perks you'll enjoy:

  • Flexible environment - work from home (or remote) with the option of using our HQ office.
  • Industry best tech stack - CRM, Financial Planning, Riskalyze, VoiP, Docusign, & Office 365.
  • Professional support - Coaching, mentoring, & educational events, including 3 conferences per year.
  • Innovative investment offerings - Flexible open architecture fee-based investment platform featuring the best institutional managers in the world.

Qualities & qualifications we're looking for:

  • Educated & Licensed - Bachelor’s Degree required; Series 7, Series 66 (or 63+65), and Life & Health insurance licenses
  • Trustworthy - A strong code of professional ethics and integrity.
  • Planning-focused - Passionate about helping people identify, plan for, and achieve their goals. Believes advice & planning is the key to success, not risky investments.
  • Tech-savvy - able to learn new technology quickly and efficiently; views tech as an opportunity, not a challenge. Familiarity w/ Office 365, Teams, Docusign, Wealthbox, RightCapital, TD Ameritrade, Orion, a plus.
  • Characteristics– goal-oriented, entrepreneurial, driven, committed to personal growth, patient, disciplined, detail-oriented, self-starter, quick learner, able to prioritize, organized, takes initiative, problem-solver, multi-tasker, logical, excels under pressure, & efficient with time.