Current Career Opportunities
Financial Advisors
Are you tired of working for a left-leaning wirehouse, independent BD, bank, or advisory firm?
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 social 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 @ (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 maintain 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 conservative 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.
- Service Excellence:
– Maintain a high standard of service excellence within the financial planning department by addressing client inquiries and resolving service-related issues promptly.
- Compensation:
– Base Salary: $70,000 per year.
– Bonus Opportunities: Eligible for performance-based bonuses that have the potential to exceed $90,000 in total compensation annually, based on individual and departmental performance.
- Compliance and Reporting:
– Ensure compliance with all financial regulations and internal policies.
Qualifications:
– Bachelor’s degree in Finance, Economics, or a related field.
– Certified Financial Planner (CFP) designation preferred.
– Strong knowledge of conservative financial principles and investment strategies.
– Excellent interpersonal and communication skills.
– Proficiency in financial planning software and tools.
– Experience in working with trading platforms and investment models.
– Ability to work collaboratively within a team.
– Proven track record of client relationship management.
– Understanding of 401(k) and IRA regulations and rollover processes.
Benefits:
– Competitive salary with the potential to earn over $90,000 in total compensation through bonuses.
– 401k with a match
– Opportunity to lead and shape the financial planning department.
– Work with a politically conservative client base.
– Collaborative and growth-oriented work environment.
– Opportunity is based in Boca Raton. Partially hybrid
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.