Tavares | Winter Park | The Villages

Career Opportunities 

For anyone hoping to find a career with a company they love, Ruggie Wealth Management provides an outstanding work environment and company culture. Our team is the heart of Ruggie Wealth.

We offer unique career opportunities to top-tier candidates who are committed to ensuring our clients receive the best possible attention to their financial/investment needs.

Our crucial management, advisor, and administrative positions require candidates who have both the requisite experience and a total commitment to providing the unmatched quality of service we have built our reputation on.

Please contact us through the quick contact form on the right of this page if you’re interested, and attach your cover letter and resume.

Client Relationship Manager

This is an in-office role. We are looking for a professional to work from our office in The Villages.

ABOUT THE FIRM:
There are few responsibilities as significant as our clients’ financial well-being, and we are honored to be custodians of their trust. Destiny Wealth Partners’ (which conducts business as Ruggie Wealth Management, Destiny Family Office, and Nichols Wealth Partners) reached $1B in AUM (as of close of day July 13, 2023), and in 2023, was also named one of the top 75 fastest-growing, fee-only RIAs by InvestmentNews, and among the Top Advisory Firms in the U.S. by USA Today.

Founder and CEO Tom Ruggie, ChFC®, CFP®, a 30+ year wealth management veteran, has been ranked as one of the top wealth managers in the nation multiple times by Barron’s, Forbes, and Financial Advisor.

The firm offers unique access to some of the most sophisticated investment opportunities available and is committed to being a trusted partner to our clients, using a broad range of services and strategies to help them reach their Destiny.

Our entrepreneurial spirit, culture of collaboration and innovation, and passion for working in the best interests of our clients, has led to the development of long-term relationships that are important to our success…and yours.

POSITION: CLIENT RELATIONSHIP MANAGER

Critical features of this job are described under the headings below. They may be subject to change at any time.

JOB SUMMARY:

This role provides an opportunity for an organized, efficient, and detail-oriented team-player to work in a fast-growing and fast-paced environment.

DUTIES AND RESPONSIBILITIES:

The ideal candidate will:

  • Provide excellent service and support to clients and team members which exceeds expectations.
  • Assist in all day-to-day operational functions pertaining to client servicing needs
  • First in line to answer the phone utilizing exceptional client service.
  • Fact gather information about client needs – Direct escalated questions to appropriate resources within the organization
  • Coordinate calendars and schedule meetings
  • File, scan, and organize documents for storage in Egnyte
  • Handle shipping/receiving of client and internal mail
  • Maintain Salesforce database, including documenting all client specific transactions
  • Proactively contact clients to enhance the client relationship
  • Complete onboarding process for new clients, including new account applications and coding within technology databases
  • Complete, submit, and monitor client servicing requests and paperwork processing
  • Greet clients and make them feel comfortable when visiting the office
  • Maintain client and prospect information in our records database.
  • Adhere to firm procedures that enhance accuracy and streamlines processes for greater internal and external efficiency.
  • Draft, review, or edit client correspondence for the Advisors, if needed.
  • Perform for client review meetings, including preparing reports
  • Complete special projects as assigned.

QUALIFICATIONS:

SKILLS/TRAITS:

  • Organized with strong attention to detail, good communicator, service-oriented, team player.
  • 3+ Years of Professional Experience
  • Embody mission, values and culture of the company
  • Excellent follow-through skills
  • Excellent interpersonal and telephone skills.
  • Excellent writing skills, organizational skills, and attention to detail.
  • Excellent attitude and an extraordinary client service orientation.
  • Ability to handle multiple tasks and operate on tight deadlines.
  • Be adaptable
  • Ability to thrive in a fast-paced environment

NICE TO HAVE:

  • RIA Client Service Experience
  • Series 65 License

COMPENSATION:

  • Base salary plus a bonus
  • Comprehensive benefits package

Operations Manager

ABOUT THE FIRM:

There are few responsibilities as significant as our clients’ financial well-being, and we are honored to be custodians of their trust.

Destiny Wealth Partners’ track record of success spans 30+ years, and we recently reached $1B in AUM (as of close of day July 13, 2023). Founder and CEO Tom Ruggie, ChFC®, CFP®, has been ranked as one of the top wealth managers in the nation multiple times by Barron’s, Forbes, and Financial Advisor, and among the Top RIAs in the Nation in 2023 by Forbes and USA Today.’

The firm offers unique access to some of the most sophisticated investment opportunities available and is committed to being a trusted partner to our clients, using a broad range of services and strategies to help them reach their Destiny.

Our entrepreneurial spirit, culture of collaboration and innovation, and passion for working in the best interests of our clients, has led to the development of long-term relationships that are important to our success…and yours.

POSITION: OPERATIONS MANAGER:

Critical features of this job are described under the headings below. They may be subject to change at any time.

JOB SUMMARY:

The Operations Manager role provides an opportunity for a developing technical leader who is organized, detail-oriented and motivated to step into an important and evolving position while receiving direct mentorship from the firm’s Managing Partner. The Operations Manager is responsible for day-to-day assistance in areas related to personnel, processes and procedures to create an effective working environment for the Operations team.

DUTIES AND RESPONSIBILITIES:

The Operations Manager is responsible for maintaining the firms custodian relationships and technology platforms, as well as upholding and developing the firms operational processes and policy creation. A key component is the aptitude to develop expertise in the organization’s client service level job functions to assist with escalations and to serve as a leader for other operations team members.

The ideal candidate will:

  • Manage the firm’s key operations technologies and relationships – serving as point person for all tasks related to internal systems.
  • Communicate and implement DWP written policies, procedures and controls for all operating activities to promote an effective internal and external control environment, manage risk and increase productivity.
  • Work in conjunction with Compliance team as needed to ensure proper reporting and assist with data collection.
  • Engage with operations associates to ensure that client needs are being efficiently addressed.
  • Assist with review of operations cases and tasks to confirm adherence to firm guidelines including oversight for new account approvals.
  • Function as an extension of firm’s Managing Partner; preparing content for operations meetings and leading meetings when applicable.
  • Handle escalation of client issues.
  • Vendor management
  • Special projects
  • Any other duties deemed necessary in order to assist with the management of company operations

Advancement in this role is available based on:

  1. Demonstration of adoption of Core Values
  2. Consistent completion of projects on time and on budget
  3. Demonstrated leadership and autonomy

QUALIFICATIONS:

  • Skills/Traits: Thorough, Highly Organized, Detail Oriented, Team Player, Technology / Systems Focus
  • 3+ Years of RIA Operations Experience
  • 5+ Years of Industry Experience

NICE TO HAVE:

  • Experience with: Orion, Eclipse, Salesforce
  • Experience with: Operations Experience with Charles Schwab, Fidelity, Goldman Sachs

COMPENSATION:

Compensation begins as a base salary plus a bonus based on performance

Wealth Advisor

This is an in-office role. We are looking for advisors to work out of the following locations:
Tavares, The Villages® and Winter Park

ABOUT THE FIRM:

There are few responsibilities as significant as our clients’ financial well-being, and we are honored to be custodians of their trust.

Destiny Wealth Partners’ track record of success spans 30+ years, and we recently reached $1B in AUM (as of close of day July 13, 2023). Founder and CEO Tom Ruggie, ChFC®, CFP®, has been ranked as one of the top wealth managers in the nation multiple times by Barron’s, Forbes, and Financial Advisor, and among the Top RIAs in the Nation in 2023 by Forbes and USA Today.’

The firm offers unique access to some of the most sophisticated investment opportunities available and is committed to being a trusted partner to our clients, using a broad range of services and strategies to help them reach their Destiny.

Our entrepreneurial spirit, culture of collaboration and innovation, and passion for working in the best interests of our clients, has led to the development of long-term relationships that are important to our success…and yours.

POSITION: WEALTH ADVISOR:

Critical features of this job are described under the headings below. They may be subject to change at any time.

JOB SUMMARY:

This role provides an opportunity for an energetic and motivated advisor to evolve as a professional within the field.

DUTIES AND RESPONSIBILITIES:

The ideal candidate will:

  • Deliver exceptional client service including financial planning and investment analysis to clients by following the firm’s processes and leveraging the firm’s tools and services.
  • Collaborate with the firm’s teams to win and retain clients on behalf of the firm.
  • Progressively master the firm’s Proven Process and act independently in serving clients.
  • Use the firm’s reputation and resources to build networks to attract and onboard new clients.

Advancement in this role is available based on:

  • Demonstration of adoption of Core Values
  • Delivering Excellence to Clients in Financial Planning and Client Service
  • Sustained Growth in Their Client Base

QUALIFICATIONS:

  • Skills/Traits: Excellent communicator, Persuasive, Service-Oriented, Team Player, Tenacious
  • 3+ Years of Industry Experience
  • Must have series 65 within 60 days of hire 

NICE TO HAVE:

  • Existing Clients/Relationships with HNW families
  • CFP® designation or progress toward CFP®

COMPENSATION:

Compensation begins as a base salary plus a percentage of revenue of clients served

Apply Here

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