Senior Wealth Manager & Planning Leader
rgwealthBrooklyn (NY)
About the role
Rhame & Gorrell Wealth Management, an independent fee-only fiduciary RIA, seeks a Wealth Manager to lead client relationships and deliver comprehensive financial planning and investment strategies. You will coordinate with in-house tax and estate planning teams, navigate complex client needs, and drive growth through a proactive advisory approach.
The role emphasizes building relationships, presenting tailored plans, and mentoring junior staff, with a strong focus on fiduciary standards and
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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