Careers

We have specialized departments designed to assist prospective Advisors grow their business

As an experienced advisor you can take your practice to a higher level with our shared advisor services and technology, use our service experts to fill in the gaps of services and products in your business. If you are a seasoned Financial advisor looking to explore the benefits of a collective infrastructure as well as coaching on business development and mergers and acquisitions we may be a great fit for you. Talk to us and see how our shared services can benefit your practice see our website or call us.

Estate Tax Planning

Val Hein, CRPC®

Business Design For Advisors

Val Hein, CRPC® & Wade Herbert

Mergers & Acquisitions

Val Hein, CRPC® & Wade Herbert

Portfolio Design

J.T. Herbert & Val Hein, CRPC®

Financial Planning

Shelly Shipp, FPQP® & Wade Herbert, LUTCF®

Insurance

Dale Meracle, CLF® CLU®

Annuity specialist

Stephanie Reed, SIE®

Financial Sales Training

Wade Herbert, LUTCF®

Operations

DALE MERACLE, CLF® CLU® & Kim Schell, CRPC®

Transition Support

Wade Herbert, LUTCF®, Val Hein, CRPC® & Jenise Lowrance

Why choose RMW Financial Group?

Shared Advisor services and technology.
Experience and Integrity.
A combined 100 years of experience in the financial services industry.
Professional office space available for Advisors and support staff.
Expertise in coaching and mentoring other advisors.
Access to a wide array of Products and Services including Brokerage, Financial Planning, Advisory Products and ETF’s.
Enthusiastic support staff provide seamless client experiences and transition services.
A team of Advisors specializing in different areas.
930 clients with approximately $270 million in assets under management.

Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.