--- title: "Join the Team" url: "https://rjpattersongroup.com/join-the-team/" post_type: "page" date_published: "2022-12-20T23:07:42-08:00" date_modified: "2026-01-15T23:39:43-08:00" --- # Join the Team Join the RJ Patterson Group Team What We’re Looking For: People Who Embody the Values That Define Us First and foremost, our success starts with our people. We look for employees who are smart, motivated, diligent, empathetic, and collaborative. We support team members by providing ample opportunities for professional growth and success. We’re not looking for our employees to be perfect, just people that are a “perfect fit ” for becoming valued members of the RJ Patterson Group. The core set of values that define our company also serve as a great definition of the values we’re looking for in all of our team members: Integrity Honest and transparent advice Respect For yourself and others Collaboration True partnership with every client Stewardship Expert guidance on the journey to prosperity Advocacy Always acting in the best interest of each client Careers at RJ Patterson We are currently looking for team members to join RJ Patterson Group in the following positions: Business Development ManagerFinancial AdvisorFinancial CoachFinancial Para-plannerPortfolio ManagerSenior Wealth Advisor Financial Services InternshipCertified Public Accountant (CPA)Enrolled AgentMarketing CoordinatorRetirement Plan Specialist Business Development Manager Qualified business development specialist to extend our reach through expert discovery and exploration of new and untapped business opportunities and relationships. Our ideal candidate will be trusted to dive right in, take the lead, use initiative, and help build our client roster across client types and asset ownership levels. Highly skilled at sales and business operations, this person will join and inspire a team of like-minded go-getters to achieve our unique service-centric vision. Duties + Responsibilities Manage both existing sales pipeline and the development of new business opportunities Take a lead role in developing new-business proposals and presentations that create and nurture opportunities and partnerships Identify trends and customer needs, building a sales pipeline for short/medium/long term in accordance with targets Assist in the coordination and implementation of marketing strategies, and delegate tasks to achieve strategic goals Motivate the team, track performance, and report metrics Manage proposal response process, including detailed RFP requirements, content creation, and inputs from various sources Generate new leads, identify and contact decision-makers, screen potential business opportunities and facilitate pitch logistics Develop and implement business development strategy, sales processes, structure, and best practices across the company Maintain and share professional knowledge through education, networking, events, and presentations Required Skills + Qualifications Successful track record in customer sales and negotiation Excellent verbal and written communication skills Experience in sales techniques Proficiency in data analysis, forecasting, and budgeting Proven ability to plan and manage resources Experience with CRM software (ex: Salesforce) Ability to deliver presentations Learn How to Apply Financial Advisor Client-savvy specialist with experience assisting individuals with their investment strategies through assessment of clients’ financial situations, short-term and long-term goals. Must have a deep understanding of investment markets and a knack for identifying the best stocks, bonds, or funds. Expert knowledge of market performance and investment strategies, as well as great people skills are additional must-haves. Duties + Responsibilities Market research Market analysis Recruit and solicit clients Assess clients’ needs and goals Recommend and execute investment strategies Monitor client accounts Identify new opportunities across a broad spectrum of client types and asset levels Required Skills + Qualifications Tracking data and projecting future performances of various stocks, bonds, and funds Application of critical thinking to client needs analyzation and assessment Thorough understanding of the client goals, priorities and aspirations Familiarity with current applicable financial technologies and tools Required Education + Certifications Bachelor’s Degree in Finance, Business, or Economics Must successfully pass CFA (Chartered Financial Analyst) exam Must obtain Series 7 license Previous work experience or internship in the financial sector strongly preferred Learn How to Apply Financial Coach Empathetic people-person who will assess clients’ financial health through one-on-one coaching and then develop a tailored set of recommendations to help clients improve their financial position and pursue their goals. Will leverage multiple communication channels— video conferencing, phone, SMS, email—to engage our clients and provide follow-up services. In addition to individualized coaching sessions, may also deliver financial capability courses for groups. Requires excellent judgment and ability to exercise professional discretion to accurately assess each client’s unique situation and effectively develop personalized plans of action. These plans include concrete recommendations for debt reduction, credit improvement, money management, use of financial services, asset protection and the pursuit of short- and long-term goals. Duties + Responsibilities Work directly with clients to provide high-quality financial coaching via individualized counseling Provide ongoing support and continue to actively engage clients to promote financial health Document services and gather session data for program reporting and evaluation Achieve program goals for client impact and service outputs, taking initiative with client outreach Deliver presentations on personal finance topics and our services Participate in regular team meetings and continued skill-building training sessions Research financial products and resources on an ongoing basis Required Skills + Qualifications Strong attention to detail Robust critical thinking skills Excellent communication and interpersonal skills; ideally coaching and facilitation skills with adults or in non-traditional settings Ability to exercise knowledge-based professional judgment and discretion to adapt services as needed Ability to effectively receive and implement feedback Self-motivated – must work independently, meet deadlines without supervision and take ownership of research and continued learning 2+ years of full-time work experience in personal finance, education, social services, community organizing or a related field. Specialized knowledge in financial empowerment services across income levels strongly preferred. Learn How to Apply Financial Para-planner Ambitious entry level financial planner ready to launch and grow a career in financial planning. Strong desire to work in a team-oriented independent firm; will have involvement in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience for developing a financial planning career. Candidates that fit into our firm and culture will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. We value our clients, and our clients value our services. Duties + Responsibilities This individual will work with experienced financial planners, providing financial planning and investment advisory support. Providing support for processing client service needs. Portfolio administration Investment research and analysis Coordination of client service needs with team members Preparing financial analyses and financial plans for clients. Assisting with analysis, rebalancing, and administration of client investment portfolios. Conducting investment research, reporting, and analysis. Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience. Required Skills + Qualifications Strong analytical skills Excellent written and verbal communication skills Self-starter, productive, works well with a team and independently Ability to identify, meet, and follow through with client needs and requirements with keen attention to detail Excellent project management skills with ability to prioritize and track multiple tasks Proficiency in Microsoft Office Suite Knowledge of CRM (i.e. Salesforce), eMoney, and Morningstar a plus Required Education + Certifications B.A. or B.S. degree, preferably in Financial Planning, Finance, Accounting, or Economics Learn How to Apply Portfolio Manager Financial services wizard with proven ability to study and analyze the daily state of the stock market, determine the best investment strategies and opportunities, manages client retirement and investment funds, and address questions and concerns of investment clients. Responsible for analyzing and overseeing client investment portfolios and advising clients on the best course of action with regard to their investments, researching stock market trends, and ensuring that assets are maintained or improved. Duties + Responsibilities Monitor client investments Maintain records and files of all portfolio activity Keep client up to date on the state of their portfolios Study stock market trends on a daily basis Analyze Roth IRAs, hedge funds, 401(k)s, stock options, and other investment opportunities Apply knowledge of trends to client portfolios, suggesting changes or adjustments accordingly Meet with clients to determine their investment goals Study clients’ financial holdings, income, and financial background Advise clients on the best investment opportunities and strategies for their lifestyle Explain and differentiates between various investment opportunities, stocks, and funds Assist clients in developing a tailor-made portfolio Consult with clients prior to making any major changes or decisions with regard to portfolios Deliver presentations on client portfolios and recent market trends Devise new and effective ways to successfully manage client portfolios Required Skills + Qualifications Ability to conduct ongoing independent research into market trends and activity Detailed knowledge of economic theory and financial terminology Detailed knowledge of best investment practices Professional and confident demeanor Communicates clearly and effectively Ability to translate financial language into layman’s terms for explanatory purposes Strong analytical and problem-solving skills Ability to make informed and logical management decisions Affinity for strategic financial planning Strong interpersonal skills Application of economic theory and research to daily practical management activity Ability to remain calm and think analytically during stressful situations Required Education + Certifications Bachelor’s Degree in Finance, Business, or Economics Must successfully pass CFA (Chartered Financial Analyst) exam Must obtain Series 7 license Previous work experience or internship in the financial sector strongly preferred Learn How to Apply Senior Wealth Advisor Proven leader who will serve as the principal contact with clients. This individual will have a broad and deep understanding of sophisticated wealth management practices and investment strategies. The ideal candidate will have extensive impact/mission related investing expertise. The Senior Wealth Advisor is responsible for maintaining the ongoing relationships and leading in the development of new client relationships. Duties + Responsibilities Managing the overall delivery of the wealth management services to the client. This will involve maintaining regular communication with the client, and working in consultation with the client’s other advisors. In addition, this position will oversee a group of client support personnel, including analysts and administrators in delivering investment management, tax, financial planning, and other pertinent financial services. Client Service Extensive communication with clients and their advisors Ability to discuss investment performance, economic and market trends Presentations to clients on financial and tax planning options and opportunities Direct consultation with attorneys, accountants and other advisors on financial, tax and estate planning Client meeting planning, facilitation and presentation Develop and/or deliver private wealth education sessions to clients and staff Financial Planning Develop knowledge of client’s entire financial and family situation and be able to structure a goals based investment and financial plan Ability to discuss estate planning and work with internal and external resources to meet estate planning goals of the client Understand and coordinate income tax planning and work closely with client tax advisors Evaluate and discuss options to meet client philanthropic goals Seek to establish a level of trust and confidence with the client so that any financial issue can be addressed and solutions offered Investment Management Ability to establish client investment objectives including risk tolerance, asset allocation, and cash requirements Implementation of investment plans Translate investment policy to individual investment objectives Monitor manager performance versus benchmarks and develops insights for clients regarding key contributors and detractors Monitor asset allocation on a quarterly basis relative to policy and goals; evaluates need to rebalance Reviews portfolio issues (i.e., taxes, liquidity events, capital calls, etc.) quarterly Present alternative investment ideas to clients Manage investment transition for new clients Provide recommendations to individuals and family foundations enabling them to fulfill their goals related to mission/impact investing Evaluate large holdings for performance relative to the overall portfolio and plan strategies for diversification New Business Development and Marketing Develops leads and referrals from current clients and outside contacts Seek to increase current accounts through additions to AUM Offer value-added fee-based services Participate in sales meetings with prospective clients Represent our investment philosophy and views to colleagues, clients and prospects Required Skills + Qualifications Exceptional understanding of the full range of investment expertise in wealth management and related products, services and processes – Ability to operate in an autonomous and entrepreneurial environment Ability to foster teamwork and motivate colleagues Capacity to work with demanding clients and diverse groups of people Client-centered focus Excellent strategic thinking ability Excellent consultative skills Strong written and verbal communication skills Self-confidence, personal integrity, credibility Skilled at analyzing and solving problems Results driven team player with entrepreneurial spirit Demonstrates and promotes integrity and dignity of the individual in an environment of mutual trust and respect Exhibits a commitment to lifelong learning Demonstrates a servant-leadership mindset toward all Encourages a direct and positive relationship between community and company Maintains the utmost discretion in working with sensitive and confidential information Required Education + Certifications Master’s degree or equivalent in a related field (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration) 15 years of related experience; or an equivalent combination of education and experience At least one CFP, CPA, CFA or CIMA certification; extensive knowledge of certifications not earned Extensive leadership, communication and coaching classes (Coaching for Results, Meeting Facilitation, Leadership 360, etc.) Learn How to Apply Financial Services Internship The internship is designed to familiarize interested individuals and expand their knowledge regarding portfolio analysis, compliance and the operations of an independent financial services firm specializing in wealth management across a broad spectrum of client income levels and asset ownership. This position is perfect for a student with a major in Finance or Economics, who is looking to have great experience in a welcoming, professional environment. Benefits Shadowing, mentoring, and training opportunities with our experienced team of finance professionals Hands-on application of finance principles in a fast-paced work environment Opportunity to attend weekly meetings and occasional networking events Compensation available Duties + Responsibilities Learn the wealth management industry from the ground up Assist in research and maintenance of our investment portfolios Work with advisors to prepare custom retirement plans or investment strategies Assist with financial modeling Assist developing cash flow analysis with retirement planning software Prepare asset allocations for client or 401k investment strategies Provide support for annual budgeting process Assist with statistical analysis and other special projects Present data-driven recommendations to the finance team Work in direct collaboration with advisors and executive management as needed Required Skills + Education Finance, Economics, Business or related major Minimum GPA of 3.0 Strong verbal and written communication skills Highly motivated with a desire to learn Proficient in Microsoft Excel Learn How to Apply Certified Public Accountant (CPA) The CPA of our dreams will provide accounting, tax, and advisory services for individuals, small businesses, not for profits and trusts with a smile AND a velvet glove hiding an iron fist. This strategic mastermind will prepare and review tax filings, manage accounting engagements, and offer brilliant proactive planning strategies. This CPA/G2A (Gift to Accounting) will also play a key role in mentoring staff, assisting with complex client matters, and supporting the firm’s overall growth and integrated wealth & tax planning initiatives. Duties + Responsibilities Prepare and review federal, state, and local tax returns for individuals, businesses, not for profits and trusts. Provide tax planning, financial planning, and advisory services. Conduct and review bookkeeping, compilations, and financial statements. Perform tax research and interpret regulations to address client concerns. Represent clients before the IRS and state taxing authorities as needed. Manage client engagements, ensuring deadlines are met and work is high quality. Mentor junior staff and contribute to team development. Support business development activities and firm-wide initiatives. Required Skills + Qualifications Active CPA license required. 3+ years of public accounting and tax preparation experience preferred. Strong knowledge of tax codes, financial reporting, and accounting principles. Proficiency with Lacerte tax software preferred and accounting platforms (QuickBooks, Xero, etc.). Ability to analyze financial data, identify opportunities, and advise clients. Comfortable working independently and collaboratively in a small-firm environment. Strong organizational skills and ability to manage multiple priorities. Excellent written and verbal communication skills. Learn How to Apply Enrolled Agent The Enrolled Agent (EA) will be a whirlwind of efficiency and insight, providing tax preparation, planning, and resolution services for individuals, small businesses, not for profits and trusts. This hybrid magician-engineer role involves working directly with clients to address tax needs, ensuring compliance, and assisting with IRS/state representation when needed. The ideal candidate will thrive in a small-firm environment, demonstrate initiative, and contribute to building strong client relationships. Duties + Responsibilities Prepare and review federal, state, and local income tax returns for individuals, businesses, not for profits and trusts. Conduct tax research and provide guidance on complex tax matters. Assist with tax planning strategies to minimize liabilities. Collaborate with staff on bookkeeping, financial statement preparation, and other accounting services as needed. Maintain accurate and organized client files in compliance with firm procedures. Support process improvements and assist with firm growth initiatives. Provide excellent client service with timely communication and responsiveness. Required Skills + Qualifications: Active Enrolled Agent (EA) credential required. 2+ years of tax preparation and client-facing experience preferred. Strong knowledge of federal and state tax codes. Experience with Lacerte tax software and accounting platforms, preferred. Strong analytical skills and attention to detail. Comfortable working independently. Ability to manage multiple deadlines. Excellent written and verbal communication skills. Learn How to Apply Marketing Coordinator We are on the hunt for a whiz-bang marketing pro with serious social media expertise to elevate our brand presence and drive meaningful engagement across digital platforms. Our ideal wunderkind will be trusted to dive right in, take creative initiative, and help build our online community through strategic content creation and data-driven campaigns. Highly skilled at social media management and digital marketing operations, this digital native will join and inspire a team of like-minded innovators to achieve our unique brand vision and business goals. Duties + Responsibilities Develop and execute social media strategies across multiple platforms (Instagram, Facebook, LinkedIn, Twitter, TikTok, etc.) Create, curate, and manage engaging content including graphics, videos, stories, and written posts that align with brand voice. Monitor social media channels, respond to comments and messages, and foster community engagement. Analyze social media metrics and performance data to optimize campaigns and report on ROI. Coordinate with design, sales, and content teams to ensure cohesive marketing initiatives. Manage social media content calendar and maintain consistent posting schedule. Stay current on social media trends, platform updates, and emerging best practices. Plan and execute paid social media advertising campaigns within budget parameters. Assist in development of email marketing campaigns, blog content, and other digital marketing materials. Support coordination of events, promotions, and product launches across marketing channels. Track and report on campaign performance, audience growth, and engagement metrics. Required Skills + Qualifications: Proven experience managing business social media accounts with measurable results. Excellent written and verbal communication skills with strong attention to detail. Proficiency in social media management tools (ex: Hootsuite, Sprout Social, Buffer). Experience with graphic design and content creation tools (ex: Canva, Adobe Creative Suite). Strong understanding of social media analytics and reporting. Knowledge of paid social advertising platforms and campaign management. Ability to multitask, prioritize, and meet deadlines in fast-paced environment. Creative mindset with ability to generate fresh ideas and compelling content. Basic photography and video editing skills preferred. Experience with email marketing platforms and basic HTML knowledge a plus. Learn How to Apply Retirement Plan Specialist We have the perfect home for a motivated and personable Retirement Plan Specialist ready to promote, sell, and maintain 401(k) and other employer-sponsored retirement plan services to small and mid-sized businesses. This multi-faceted role involves a serious combination of ABC (Always Be Closing) outbound sales efforts, empathetic relationship management, and above-and-beyond client service. The winner will be responsible for building new business relationships, guiding employers through the retirement plan onboarding process, and providing ongoing service to existing clients. Duties + Responsibilities Identify and reach out to potential business clients through calls, email campaigns, referrals, and networking events. Educate prospects on the benefits of implementing or transitioning to our 401(k) solutions. Conduct consultations to assess employer needs and present tailored plan options. Serve as a primary contact for existing plan sponsors. Provide ongoing support and periodic plan reviews. Maintain compliance timelines and ensure satisfaction with plan administration services. Develop and execute marketing strategies to generate new leads. Partner with financial advisors, CPAs, and other professionals to drive referrals. Represent the firm at local business and trade events. Assist in onboarding new plans, including paperwork, coordination with record keepers, and implementation timelines. Track sales pipeline and follow-ups using CRM tools. Required Skills + Qualifications Proven experience in sales, financial services, retirement planning, or employee benefits (preferred) Strong communication and presentation skills Self-motivated with the ability to manage a sales pipeline and achieve performance goals Basic understanding of retirement plan types, especially 401(k), SEP, SIMPLE, etc. (Training provided) FINRA Series 65 or 66 preferred but not required Bachelor’s degree or equivalent work experience Learn How to Apply Applying for a Position To apply for an open position, please email the following materials to team@rjpattersongroup.com with the position title in the subject line: Cover letter Resume “Top 10 Reasons” list explaining why you are the perfect fit for this position Proof of any professional certifications and/or qualifications required for position Email Us to Apply