Start Your Financial Career at Rothschild
Some firms have outdated systems. Some firms have a set of products they have to sell to a client. Some firms require certain boxes to be checked, even if the client’s situation doesn’t fit in a box. That’s not you. And that’s not how we do things at Rothschild Wealth Partners.
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As an independent firm, we have advisors who pride themselves on finding the best solutions for their clients and thinking strategically. Our operations team is constantly working strategically to improve our processes. Because we strongly emphasize helping our clients, our client service team is on hand to answer their questions, liaise with advisors, and try to create a client experience that is second to none. Want to be part of a team that values initiative and creativity? Want to help people and make money doing it? Then let’s start a conversation.
At our firm, we offer rewarding careers as Financial Advisors, Wealth Associates, and Wealth Analysts. As a Financial Advisor, your role will center around helping clients organize, grow, and protect their wealth. You’ll engage in financial planning, provide investment advice, and offer tailored insurance solutions. We believe in a work environment that promotes both freedom and development, giving you the space to thrive while supporting your professional growth.
Our Operational Team is the backbone of our financial advisory services. We work together to execute day-to-day activities and support advisors and clients alike. From managing administrative tasks to coordinating client communications, our operational professionals play a crucial role in the firm’s success. In this fast-paced and dynamic environment, team members maintain accurate records, process essential documents, and streamline workflows while upholding the highest standards of service.
Questions Our Candidates Ask Us
We’re a high touch financial advisory firm focused on service and creative thinking. We want to focus on our clients…truly. Here are some questions that we frequently receive from candidates who are interested in a career at Rothschild Wealth Partners.
Because it’s good for them and good for us. We grow and protect their money and get compensated for it. By focusing intently on our clients, they succeed and we succeed in our own life.
It makes sense. It’s good business.
We believe there are three key things we do differently:
- You Have A Smaller Client List: You don’t have 1,000 clients you’re running through. You can focus.
- A Supportive Team: You’re independent, but work with a team that has your back.
- Give Employees Freedom: Try something new. Teach us. We want you to grow as an advisor
We are committed to fostering an environment where our team members can thrive professionally. Whether through mentorship programs, continuous learning opportunities, or on-the-job training, we support your growth every step of the way. You'll have the opportunity to advance within the firm, taking on more responsibilities and leadership roles as you develop.
Our company culture is collaborative, supportive, and development-focused. We believe in allowing employees to grow within their roles and encouraging innovation and teamwork. You'll find a workplace where your contributions are valued and professional and personal growth is encouraged.
Inquire or Apply for a Role
Have you found a career or job opening that suits your skillset? We’d like to hear more from you. Fill out the form, select what career path you are interested in, and tell us a little bit about yourself; we love to learn about our candidates through their stories.
