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Careers

Bob and his team demand best-in-class solutions that improve your user experience while optimizing technical performance. We have carefully selected partners who are among the best financial technology companies in the industry.

Financial Advisors 

Investment Servicing & Operations Professional

Senior Digital Marketing Specialist

Junior Digital Marketing Specialist
Lead Financial Planner

Financial Advisors

Are you tired of working for a left-leaning wirehouse, independent BD, bank, or advisory firms?


Would you like to grow your book of business by working only with patriotic clients that think the way you do? Would you like to be able to offer and support politically conservative financial entities and products? Then stop compromising your values and enjoy helping clients based on sound American principles. I’m Bob Rubin, a Proud Conservative. I’ve grown my business and enjoyed it more than ever by limiting my practice to clients with strong conservative values.

 I’d like to help you make that transition to a happy and prosperous life by joining Rubin Wealth Advisors.

 

Minimum Requirements:
-Minimum 20MM AUM Book of Business
-Clean Regulation History
-Series 65 License

Let us help you grow a profitable book of business by assisting you in creating a politically conservative marketing plan to attract clients that have the same interests as you. 

 

At Rubin Wealth Advisors we provide:
-A highly curated conservative email lead program to accelerate the growth of your business.
-Strong connections to politically conservative groups that welcome networking opportunities.
-An efficient platform that is easy to use and will keep your business running efficiently and eliminate the burden of growing your business.

 This position is available nationwide or locally at our office in Boca Raton, Florida.

 Call Bob today at (561) 288-1160 or email your resume to recruiting@rubinwa.com and let us assist you to become the leading Politically Conservative Financial Advisor in your area!

Investment Servicing & Operations Professional

We are a unique, politically conservative boutique financial advisory firm with an opening for an experienced operations professional for our growing office in Boca Raton.

If you are an experienced operations professional supporting financial advisors, we would like to talk to you. 

The successful applicant will assist in all aspects of business, including service to existing clients and processing of new business.

Your Responsibilities will include:
-Assisting financial advisors with daily activities, including preparing documents and tracking schedules
-Building and maintaining effective working relationships with clients and vendors
-Prepare and review new account documentation
-Apply a working knowledge of operations/client-service processes
-Work independently, effectively, efficiently, and with minimal supervision
-Handle confidential and/or sensitive information responsibly

 Required Experience:
-A minimum or 2 years of experience as an operations professional in the investment industry
-A high dedication to providing excellent customer service
-A high degree of comfort managing multiple tasks simultaneously
-Strength of character and a positive attitude

-Must be proficient in Microsoft Office including a deep understanding of Excel

-This position is located at our office in Boca Raton, Florida

If you are looking for a position in a dynamic yet comfortable and supportive environment and have the required skills, please email your resume to recruiting@rubinwa.com. 

Senior Digital Marketing Specialist

Are you politically conservative in a liberal field?  

 

We’re in search of a politically conservative dynamic marketing specialist to support our digital marketing to spread Rubin Wealth Advisors Conservative Investment Message. 

 

The right person for this position is politically conservative, an organized team player that understands digital marketing technology including:
-Leadership to mentor, manage and inspire a multidisciplinary marketing team
-Able to effectively manage time and deadlines for multiple on-going projects at once
-Exceptional communication skills (both speaking and writing) with strong grammar skills
-Savvy in digital marketing with a strong knowledge of search, display, and social media
-Experience with Canva and Semrush
-Experience with Google Suite (GMB, Google Search Console, Google Tag Manager, etc.)-Experience with a CRM
-Experience with managing and optimizing Social Media marketing efforts (FB, Twitter, YouTube, Rumble, Truth Social,  LinkedIn, IG, etc.)
-MSOffice and Dropbox experience helpful-Design experience helpful, but not required
-Assist in the implementation of digital marketing projects by leveraging web analytics and performance data to develop and refine digital marketing strategies, improve retention rates and enhance client experiences across all digital devices.
-Assist with all phases of video production from script development to uploading video to our marketing channels.

 

Assist in developing website content, mailing lists, SEO development, and tracking analytics to ensure all content is up to date and relevant

Help review our social media campaigns, creative proofs to ensure accuracy of content, messaging and strategy.

 

This position is located at our office in Boca Raton, Florida If you are looking for a position in a dynamic yet comfortable and supportive environment and have the required skills, please email your resume to recruiting@rubinwa.com. 

Junior Digital Marketing Specialist

Are you politically conservative with digital marketing skills?   If you are looking to expand your skills in a friendly and supportive politically conservative environment we want to talk to you.

We’re in search of a politically conservative junior marketing specialist to support our digital marketing to spread Rubin Wealth Advisors’ Conservative Investment Message. 

Your skillset should include:
-Google Analytics
-Facebook Advertising
-Ability to write posts to multiple social media sites

You will assist in the implementation of digital marketing projects by leveraging web analytics and performance data to develop and refine digital marketing strategies, improve retention rates and enhance client experiences across all digital devices.

Support all phases of video production from script development to uploading video to our marketing channels.

Assist in managing website content, SEO development, and tracking analytics to ensure all content is up to date and relevant

Work with our social media content providers and draft social media and web content.

Review our social media campaigns, creative proofs to ensure accuracy of content, messaging and strategy.

This position is hybrid and located at our office in Boca Raton, Florida

If you are looking for a position in a dynamic yet comfortable and supportive environment where you can improve your skills, please email your resume to: recruiting@rubinwa.com. 

Lead Financial Planner

Location: Boca Raton, Florida

Job Summary:

Rubin Wealth Advisors is seeking a Lead Financial Planner to take on a pivotal role in providing exceptional financial advisory services to our mostly politically conservative clients. The ideal candidate will have a strong financial background, excellent interpersonal skills, and a deep understanding of  financial principles. This role involves leading the financial planning department, working directly with clients,  overseeing the 401(k) service team, and contributing to the growth of our financial advisory services.

Key Responsibilities:

Client Engagement:
-Lead client interactions to understand their financial goals and objectives.
-Provide conservative financial advice and guidance to clients, ensuring their financial needs are met.

Investment Management:
-Collaborate with the investment committee to develop and manage investment strategies in alignment with conservative principles.
-Monitor and maintain up-to-date information on investment portfolios and market trends.

Financial Planning:
-Conduct comprehensive financial planning for all clients, analyzing their current financial situations and creating tailored financial plans.

Revenue Generation:
-Take a leadership role in developing the financial planning department into a revenue-cost neutral entity by attracting and retaining wealth clients and 401k participants.

Managing the 401(k) Service Team:
-Supervise and guide the 401(k) service team to ensure efficient handling of 401(k) rollovers and client inquiries.
-Foster a collaborative and high-performance environment within the team.

At Rubin Wealth Advisors, we are committed to providing conservative financial solutions to our clients who share our values. If you are passionate about financial planning and share our commitment to conservatism, we encourage you to apply and lead us in building a financial future in alignment with our clients’ beliefs.

If you are looking for a position in a dynamic yet comfortable and supportive environment where you can improve your skills, please email your resume to: recruiting@rubinwa.com. 

EEO Statement

RWA provides equal employment opportunities to qualified persons regardless of race, color, sex, religion, national origin, age, disability, veteran status, or other categories protected by law.

We Put Your Interest Ahead of Ours. Period.

SCHEDULE A CALL WITH BOB

CLICK HERE

RUBIN WEALTH ADVISORS

Call Bob at (561) 288-1111
Email Bob at bob@rubinwa.com

CAREERS AT RWA
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Matching Your Risk and Return: A Personalized Approach for Maximizing Your Financial Success
At Rubin Wealth Advisors, we believe that understanding your risk tolerance is the key to maximizing your financial potential. Traditional methods of categorizing risk with vague labels like conservative, moderate, or aggressive often lead to confusion. These terms can mean entirely different things to different people, which creates misalignment between your expectations and your investment strategy. That’s where problems can arise—and where opportunities can be missed.
 
We take a different approach. By using a precise, quantitative system to determine your Risk Number, we help you make informed decisions that directly benefit you. Your Risk Number is more than just a score; it’s a powerful tool that helps guide your financial strategy. If your Risk Number is 64, for example, both you and our team will know exactly what level of risk that involves and how it relates to potential returns. The guesswork is gone, replaced by clarity and confidence.
 
Here’s where it really benefits you: Understanding your Risk Number not only ensures that your portfolio is aligned with your comfort zone, but it also increases your chances of achieving a higher risk-adjusted rate of return over time. By matching your investments to your specific risk profile, you’re better positioned to optimize returns without taking on unnecessary risk—especially over a 3-5 year period, where market fluctuations can test even the most seasoned investor.
 
The process is simple and designed to serve your best interests. In just a few minutes, we’ll walk through a short conversation to determine your Risk Number. From there, we’ll craft an investment portfolio tailored specifically to you, ensuring that the level of risk is appropriate for your goals. This isn’t about avoiding risk entirely; it’s about taking on the right amount of risk so you can achieve the returns you need while remaining confident in your strategy.
 
By aligning your portfolio with your Risk Number, you gain the peace of mind to handle market volatility. You’ll know exactly how much downside risk is possible and what kind of upside you can expect. For example, a portfolio with a Risk Number of 64 might have a potential downside of -10% over six months but offers a possible 15% gain. This range helps you stay calm during downturns because you’ve already accounted for them, and it positions you to benefit when the market performs well.
 
We also stress-test your portfolio in various market conditions—such as economic downturns or inflation spikes—to ensure you’re always prepared. This proactive approach ensures your investments stay aligned with your risk tolerance, giving you the best chance for success regardless of what happens in the markets.
 
How does this benefit you? Managing risk properly allows you to maximize returns without exposing yourself to more risk than necessary. Over time, this careful balance increases the likelihood that you’ll achieve your financial goals—whether that’s building wealth, preparing for retirement, or preserving your assets.
 
At Rubin Wealth Advisors, a Boca Raton financial advisor, we’re committed to helping you achieve higher risk-adjusted returns. As a licensed fiduciary, we specialize in guiding clients through personalized wealth management strategies, ensuring your investments align with your long-term goals. Let’s work together to discover your Risk Number and build a strategy that sets you up for success over the next 3-5 years and beyond. Contact us today to get started.