Career Opportunities

Tavares | Winter Park | The Villages

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.

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

Family Office Wealth Strategist

About the job

Critical features of this job are described under the headings below. They may be subject to change at any time due to reasonable accommodation or other reasons.

Job Summary

The Destiny Family Office Wealth Strategist will enhance the family office framework by serving as a liaison between high-net-worth individuals and families and all associated professionals. This position is an integral part of the client relationship, including both operational and servicing functions, as well as more technical analysis and planning alongside the primary Family Office advisor. They are responsible for ensuring all aspects of the client relationship are properly maintained with client satisfaction in all areas as a top priority.

Duties and responsibilities

Specific duties include, but are not limited to:

· Involvement in planning and coordination of all aspects of client’s financial affairs

· Maintain extensive contact with clients regarding tax, estate, legal structures, investment, trust, and philanthropic matters

· Collaborate with peers and external client advisors

· Analyze client’s legal and financial documents to identify strategic planning needs

· Responsible for the accurateness and timeliness of all reports and work provided to or on behalf of the client

· Plans, manages, and facilitates engagements with clients and family office team so that client service needs are fulfilled on a timely basis

· Ongoing client servicing through electronic and in-person interactions, including any operational and reporting needs

· Complete special projects as assigned

Qualifications

· 5+ years of experience in financial services or related industry

· Strong technical background in either tax, estate or diverse wealth planning experience

· Ultra-high/high net worth client experience preferred

· Ability to condense complex issues into succinct executive summaries

· Effective communication skills to collaborate with a client’s complete advisory team

· Self-motivator to achieve timely implementation of agreed upon planning

· Comfort with prioritizing evolving needs of client projects

· Possess strong financial and analytic skills

· Able to work independently and take initiative

· Strong computer and technology skills and expertise in Microsoft Excel, Word, and PowerPoint.

· Ability to handle multiple tasks and operate on tight deadlines.

· Be adaptable

· Ability to thrive in a fast-paced environment

The employee is expected to adhere to all agency policies and to act as a role model in the adherence to agency policies.