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Careers

RPG-LIFE TRANSITION SPECIALISTS

Looking to join an Award Winning Team? Begin or continue your exciting career journey in Financial Planning with RPG by reviewing our current opportunities and applying below.

Thank you for your interest. We look forward to speaking with you soon!


Associate Wealth Advisor

The Associate Wealth Advisor will establish new client relationships in addition to providing advisory services and support to a select group of clients. With financial planning responsibility for the firm’s small to mid-size clients, the Associate Wealth Advisor has the opportunity to build long-lasting client relationships  under the leadership and reputation of RPG.

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Team Leader

The Team Leader plays a crucial role in the smooth functioning of the office. With overall responsibility for dayto-day
operations, the Team Leader must be able to work effectively with other staff members, clients, and our
Wealth Advisors.

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Wealth Plan Specialist

The Wealth Plan Specialist is responsible for the creation and maintenance of the Comprehensive Financial Plans for the firm’s clients. This individual focuses on client needs in the areas of cash flow, retirement planning, estate planning, education planning, and major purchase planning.

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Love Affair Marketing Associate

The Love Affair Marketing Associate has overall responsibility for delivering extraordinary client service and executing successful client events. This individual must be professional, caring, and genuinely interested in making other people feel special and “loved” (hence, the job title!).

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Director of First Impressions

The Director of First Impressions plays an important role in setting the tone for the organization. As the first and last person clients see when they are in the office, the Director of First Impressions is instrumental in making sure clients have a positive experience.

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Operations Associate

The Operations Associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operational duties of the firm, the Operations Associate helps keep the office running smoothly and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner.

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