Growth mode is in full swing at Jenison-based Retirement Wealth Advisors
as the firm readies to bring on 10 to 25 financial planners, sales associates, and administrative professionals in 2014.
The company, an independent registered investment adviser
platform, works with wealth and retirement advisors around the U.S., providing them with "back office" support.
And while the notion of wealth and financial planning conjures up images of old, stodgy, and stuffy, President Jason Wenk will be the first to tell you that Retirement Wealth Advisors is anything but.
"The finance industry is so dated and archaic," Wenk says. "There aren't a whole lot of people doing anything new or different or better. We're looking for people who are looking to break a 100-year-old industry and make it better with better technology, better design. We're one of the first firms in the country to have our own mobile app for iPhone and Droid. We want to come up with innovative ideas that change things and make them better."
To that end, Wenk says he has been recruiting through Grand Valley State University because all its finance graduates are already registered investment advisers
with the Securities and Exchange Commission. In addition, while all new hires don't need to be recent grads, all must be technologically proficient and able to provide virtual support to clients nationwide.
The company has 20 employees and contract workers, up from just seven in early 2012. Wenk aims to add several sales representatives to grow the client list. As more clients rely on the company, the need for support teams of administrative professionals, bookkeepers, and financial planners grows.
Retirement Wealth Advisors has offices in Jenison (9501 Baldwin St., Suite 203) and Spring Lake (114 W. Savidge St.); Redding and Laguna Beach, CA; Albuquerque, NM; Lafayette LA; and Scottsdale AZ.
To apply for a position, use the contact form found here
Writer: Deborah Johnson Wood, Development News Editor
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