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

Position: Client Relationship Manager

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:

 

Our Client Relationship Manager is responsible for a wide variety of duties and provides ongoing service and support to clients and team members which exceeds expectations. The CRM assists team members in ensuring client accounts are set up accurately and properly maintained, that client relationships are supported and nurtured, and that the office is run effectively from day-to-day. He or she must be organized, efficient, and detail-oriented in a fast-growing and fast-paced environment. Great benefits, corporate culture and work environment. The Villages® Charter School eligible. 

 

Please submit a cover letter in addition to your resume with your answers to the following questions:

  • Why do you think you’re ideally suited for the position?
  • Where do you see yourself in three years?
  • What would you want us to know about you (hobbies, favorite things to do)?

DUTIES AND RESPONSIBILITIES:

Specific duties include, but are not limited to:

  • First in line to answer the phone utilizing exceptional client service. Answer questions from clients or direct to appropriate resource within the organization
  • Coordinate calendars and schedule meetings for company associates, oftentimes involving our clients and business partners
  • File, scan, and organize documents
  • Handle shipping/receiving of client and internal mail
  • Maintain Salesforce data base – regular clean up
  • Track referrals
  • Provide back-up and cross-training to the other Specialists.
  • Proactively contact clients to enhance client relationship
  • Complete onboarding paperwork for new clients 
  • Complete, submit, and monitor client servicing paperwork 
  • Greet Clients and make them feel comfortable when visiting the office
  • Maintain client and prospect information in our records database
  • Assist clients, financial advisors and operations with client needs.
  • Assist operations in day-to-day functions.
  • Assist in developing processes and procedures that enhance accuracy and streamlines processes.
  • Draft, review, or edit client correspondence for the Advisors, if needed.
  • Perform general clerical and operational duties as assigned
  • Complete special projects as assigned.
  • Order office supplies, coordinate staff luncheons, offer clients refreshments; prepare coffee and maintain kitchen

QUALIFICATIONS:

  • Bachelor’s degree required
  • Series 65 a plus
  • Minimum of two years of experience working in a professional office environment preferred.
  • Embody mission, values and culture of the company
  • Excellent follow-through skills
  • 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.  
  • Familiarity with contact relationship management software, particularly salesforce, a plus.
  • 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 

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

401(k) Advisor

Position: 401(k) Advisor

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 401(k) Advisor will prospect, identify and close new opportunities to expand Ruggie Wealth’s financial wellness program nationwide, as well as take over an existing book of business. This role is primarily responsible for selling 401(k) plans to corporate buyers and managing the business relationship to ensure high client retention.  

DUTIES AND RESPONSIBILITIES:

Specific Duties include, but are not limited to:

  •  Sell 401(k) plans to corporations and promote utilization among participants
  • Transition participants to assigned silo and assist with account setup process
  •  Serve as direct point of contact for corporate decision makers
  •  Responsible for managing ongoing relationship with business
  • Create and spearhead sales development process including sales strategy, lead generation, prospect management, value proposition/positioning, appointment setting and development of sales collateral
  • Build and manage target list of prospects to establish and close business opportunities
  •  Implement a client referral program to generate warm leads
  • Meet activity, performance and gross profit objectives established by CEO, COO
  •  Track activity and account progression in Salesforce
  • Submit weekly, monthly and annual reports
  •  Participate in networking and professional development organizations related to the industry

QUALIFICATIONS:

  •  1 to 3 years consultative sales experience with proven success, preferably in the financial services industry
  • Bachelor’s degree preferred
  • Current licensing a must, Series 65 Certification preferred
  • Strong business acumen
  • Able to establish and maintain strong client relationships
  • Excellent presentation and communication skills (phone, written, verbal)
  • Strong research and lead generation skills
  • Experience working with a Customer Relationship Management (CRM) application, preferably Saleforce
  • Results-oriented and money motivated
  • Able to work effectively as part of a team
  • Able to successfully manage buyer objections
  • Resilience and persistence in the face of rejection
  • Understands and utilizes consultative selling techniques
  • Self-motivated, self-directed and organized
  • A positive attitude and go-getter interested in growth potential
  • Possesses confidence, professionalism and integrity
  • Able to communicate effectively at all levels of an organization
  • Must be a problem solver and able to make decisions quickly
  • Comfortable using emerging technologies to support business development efforts, including but not limited to Salesforce, MS Office 365, Outlook Email, and Social Networking platforms (LinkedIn, Twitter, etc.)

ACCOUNTABILITY:

  • Meet activity, performance and gross profit objectives
  • Generate warm leads to expand Ruggie Wealth Management’s participants
  • Expected to close $15 million of new business per year
  • Manage top prospects list, activity and opportunities in Salesforce
  • Complete weekly, monthly and annual performance reports
  •  Attend 1 to 2 networking or development activities per week

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

Social Media, Digital Marketing and Events Coordinator

Social Media, Digital Marketing and Events Coordinator

Ruggie Wealth Management, a top financial firm (Barron’s and Forbes ranked) in Central Florida is seeking a visionary, energetic and hard-working individual who can bring big ideas to the C-Suite boardroom table as he or she plans and carries-out creation of social media, online/digital marketing programs, campaigns and activities, optimizes web rankings, and develops and coordinates events to optimize our digital presence and promote growth and visibility.

Your creative thinking skills and strategies will be an essential part in driving our digital narrative, enhancing our organization’s image, improving digital communication with clients, and encouraging business growth through effective campaigns.

To apply, include a cover letter that answers these three questions:

1. Why do you think you are ideally suited for this position?

2. Where do you see yourself in three years?

3. What would you want us to know about you?

Ideal candidates for this role should be:

High-energy, creative and innovative, multimedia savvy, well-organized, and excellent writers and communicators. Ultimately, the exceptional Digital Marketing and Events Coordinator should have a firm grasp of the different digital touch points and technologies, drive highly effective digital campaigns, enhance user experience, understand the principles of online marketing, including market sector targeting, product offer development, features-benefits-solutions selling, cost per response, cost per conversion, etc., and deliver on digital objectives.

Duties include:

Creating and implementing digital/social media messaging, content and campaigns, tracking campaign progress, developing digital marketing materials, sourcing images and artwork, collating/curating content, uploading content to web site, streamlining digital marketing production, handling general digital marketing activities including client communications, developing event opportunities from conception through execution, attending and coordinating our presence at outside and internal events.

Other responsibilities:

  • Creating and supporting marketing initiatives
  • Creating and managing vendor lists
  • Handling digital product and service launches
  • Creating and/or editing social media and digital marketing material
  • Creating, posting and tracking social media campaigns
  • Researching market trends
  • Identifying and engaging with vendors
  • Coordinating with PR/Advertising agency
  • Developing and coordinating marketing events
  • Developing and sourcing content for digital platforms
  • Optimizing web rankings through SEO/SEM
  • Creating, managing and monitoring online AdWords campaigns, keywords and Google analytics.

Position requirements:

  • Degree in Marketing, Advertising, or equivalent
  • Expertise in developing, implementing, and tracking social media
  • Ability to create marketing strategies to increase the company’s lead capture
  • Knowledge of CMS
  • Experience with e-mail marketing, marketing planning, and reports
  • Experience with one or more e-mail marketing systems such as Act-On, Marketo, Hubspot, Mail Chimp or Constant Contact
  • Experience with web conversions, SEO, adwords and analytics
  • Excellent copywriting and copy-editing skills
  • Highly organized
  • Strong technology literacy
  • Project management experience
  • Strong attention to detail
  • Knowledge of web analytics
  • Strong presentation skills
  • Financial Industry knowledge and experience a plus

Position is full time and may be based out of our Tavares or Winter Park office. Competitive salary. Benefits package.

Ruggie Wealth Management is committed to a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by law.

 

Financial Advisor – The Villages®, FL & Winter Park, FL Office

Office Location – The Villages, FL. & Winter Park, FL

Job Summary:

The Financial Advisor is responsible for advising and servicing designated clients of Ruggie Wealth Management using the methodology, procedures and service level standards required for this position.  

Click here to see full job description, duties and qualifications for this position at our office in The Villages and Winter Park, Florida.

Apply using the form to the right.

Apply Here

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