Wealth Advisor

RWA Wealth Partners

Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for...

Last checked on May 11, 2026. We may earn a commission when you click through.

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Wealth Advisor

RWA Wealth Partners

Updated 14 hours ago
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Traverse City Full-Time 📅 3 days ago

About this role

RWA Wealth Partners is a boutique wealth management firm focused on customized financial solutions for its clients, managing over $20 billion in assets.

About the Company

RWA Wealth Partners is a boutique wealth management firm focused on customized solutions to help clients grow and protect their wealth.

Key Highlights

  • Manage over $20 billion in assets for 6,000 clients.
  • Collaborative team culture with a focus on personal growth.
  • Requires CFP® certification and expertise in financial planning.
  • Full-time position with a strong emphasis on client relationships.
  • Based in Traverse City with potential for national reach.

💡 Honest Take: Joining RWA could be a solid move if you're serious about wealth management, but be ready for the demands of managing high-value assets.

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