Join Our Team

Premiere, Visionary, Wisconsin-Based Firm Seeks to Add Engaging Advisors to Our Team

Whether searching for a home unlike any other, or the perfect partner to begin your transition as you envision it, RPS is unique, and among the most ideal “shops” in the country for individuals who match our culture.

We are a dynamic, engaging firm of seasoned financial professionals who care deeply for the clients we serve, and who seek to grow through the addition of advisors who share our common passion and focus:

  • Vision  We are always committed to taking the best care of our clients possible, we truly enjoy working as a close-knit team and with all of the clients we serve.
  • Culture  Our team is bright, sharp, familial, fun, genuinely kind, caring and consistently focused on our client’s needs.
  • Competence  The depth and breadth of our knowledge is extensive; the decades of our experience enable us to apply this knowledge in a seasoned manner.
  • Core focuses  Our expertise includes Employer Sponsored Retirement Plans and Private Client Wealth Management; we seek individuals with expertise and client accounts in either of these areas, as well as Non-Qualified Retirement Plans.
  • Freedom, Flexibility  You are welcome to schedule and work as you desire; we welcome full time and part time team members.
  • Support  We will leverage the expertise of our team members to optimally assist you in achieving the level of success you desire.
  • Advisory and Broker Dealer Affiliations  Our Advisory and Broker Dealer firm is among the most progressive, supportive and technologically focused firms in the independent Advisor industry.

Opportunity for Equity Participation in RPS  We look forward to integrating 2-3 premiere Advisors into the RPS ownership team in the coming years.

Your Succession  We are a PERFECT consideration for those within 10 years of beginning their succession:

  • You are welcome to choose when you wish to begin your transition plan.
  • You are welcome to choose how you wish to do so – like an on/off light switch or a “little-by-little” dimmer switch, at whatever rate you desire.
  • We will integrate RPS team members into your service model as we mutually agree to optimally prepare for your transition to be seamless.
  • We will structure a mutually beneficial payout for the client relationships as you choose to transition them to RPS.

If it’s time for the best move of your career, call Carol or Erik at 262-641-0800, or CLICK HERE to send a message via our Contact page.