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 firstname.lastname@example.org with the subject line "I want to be a WealthRhino!"
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:
Qualities & qualifications we're looking for:
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.