Ready to grow your career somewhere that actually invests in you? At REDW , one of the nation’s largest and fastest-growing accounting and advisory firms, we’re building something special and we want you to be part of it. Recognized as a Top Workplace, we’re known not just for our expertise, but for our people, our culture, and how we show up for each other.
With offices across New Mexico, Arizona, Oregon, Oklahoma, and Las Vegas, you’ll have the opportunity to do meaningful work in a collaborative, supportive environment where you can make an impact. Guided by our values Dream Big, Better Together, and Integrity Counts, we push boundaries, support one another, and do the right thing.
If you’re ready to grow, be challenged, and actually enjoy the team you’re on, REDW is the place to do it!
What You’ll Do
- Build and manage client relationships (new + existing)
- Lead client meetings and present recommendations
- Support financial planning and portfolio management
- Collaborate with team and Investment Committee
- Maintain systems knowledge and stay current on regulations
- Improve processes and contribute to team strategy
What You Bring
7+ years in financial planning/investment management
- Financial accreditations: CPA, PFS, CFP®, or CFA®
- Strong regulatory history and industry reputation
- Preffered:Proficiency with Envestnet/Tamarac, Junxure, and Microsoft Office
- Preferred: Securities 65 or 66 license
What Sets You Apart
Experience managing complex client relationships
Strong communication and presentation skills
Proven client acquisition and service experience
Critical thinker with strong organization and attention to detail
Team-oriented, self-starter mindset
Knowledge of RIA/wealth management operations
Why You’ll Love Working at REDW
Compensation
- Salary range: $121,265 - $170,000 (plus eligibility for variable compensation)
- Final offer based on location, experience, skills, licensure, and business need
- Commitment to fair and equitable pay practices
- 401(k) with match
- HSA and FSA options
- Flexible PTO + 10 holidays
- Monthly wellness reimbursement
Growth & Development
- Learning platform + credential support
Remote Support
- Tech provided
Culture
- Strong focus on collaboration and inclusion
Equal Opportunity Employer
REDW values diversity and is committed to equal opportunity in the workplace. We do not discriminate based on race, color, religion, gender, national origin, age, disability, sexual orientation, or any other protected status.
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