Career Opportunities
For anyone hoping to find a career with a company they love, Ruggie Wealth Management provides an outstanding work environment and company culture. Our team is the heart of Ruggie Wealth.
We offer unique career opportunities to top-tier candidates who are committed to ensuring our clients receive the best possible attention to their financial/investment needs.
Our crucial management, advisor, and administrative positions require candidates who have both the requisite experience and a total commitment to providing the unmatched quality of service we have built our reputation on.
Please contact us through the quick contact form on the right of this page if you’re interested, and attach your cover letter and resume.
About the Firm
We are a nationally recognized Registered Investment Advisory (RIA) firm with over $1.2B in assets under management. The firm has two primary divisions: wealth management ($700M) and multi-family office. DWM is committed to delivering exceptional financial planning, investment management, and a great client experience to a diverse client base of affluent families. As the Founder transitions to focusing on Destiny Family Office, we are seeking an integrator to serve as a senior executive leader of the firm and lead Destiny Wealth Management into its next phase of growth.
LOCATION: Florida
REPORTS TO: Founder/Chairperson of the Firm
ROLE OVERVIEW
The President will serve as the senior executive leader of the firm, responsible for overseeing all aspects of the wealth management business, including strategic growth, operational management, team leadership, and client satisfaction. The ideal candidate will bring a proven track record of leadership in the financial services industry, experience in scaling an advisory business, and a client-first mentality.
The President will report directly to the Founder, who will maintain a limited role as a strategic advisor to the firm. This position requires someone with the ability to drive sustainable growth while ensuring the firm’s values, culture, and client-centric focus remain at the forefront.
KEY RESPONSIBILITIES
Strategic Leadership
- Develop and execute the firm’s strategic growth plan, including organic growth, client acquisition, and potential M&A opportunities.
- Recruit, develop, and retain a high-performing team of financial advisors and support staff.
- Lead, manage, and hold the leadership team accountable for achieving agreed-upon commitments.
- Identify and implement innovative practices to enhance service delivery and client experience.
- Faithfully execute the business plan, achieving or exceeding planned P&L objectives.
Operational Management:
- Oversee daily operations, ensuring the firm operates efficiently, profitably, and in compliance with regulatory requirements. Ops manager and ops staff would be direct reports.
- Implement processes and technologies that streamline workflows, improve productivity, and enhance client experience.
- Monitor and manage key performance indicators (KPIs) and financial metrics to ensure the firm achieves its business goals.
Team Leadership and Development
- Lead, mentor, and manage a team of financial advisors, while having oversight on the operational management team.
- Resolve issues effectively – seeing real problems, being comfortable with conflict, calling out the problems, and solving the problems in a practical and healthy manner.
- Foster a collaborative workplace culture that attracts, retains, and develops top talent.
- Partner with department heads to set objectives, manage performance, and ensure alignment with the firm’s goals.
Client Relationship Management
- Serve as a key point of contact for high-value clients and strategic partners, as needed.
- Champion initiatives that maintain and improve client satisfaction and retention.
- Promote a culture with an extreme sense of dedication and commitment to our clients.
Growth and Marketing
- Develop and oversee marketing and business development strategies to grow the firm’s client base and expand market presence.
- Oversee client onboarding, regular reviews, and ongoing communications to maintain client satisfaction and retention.
Board and Stakeholder Communication
- Effectively collaborate with the Visionary and stay on the same page. Realizes the unique contributions and ideas the Visionary has, and possesses an ability to filter and translate those ideas into functional plans for the firm.
- Collaborate with the Founder on high-level strategic initiatives and positioning of the firm in the marketplace.
QUALIFICATIONS
Education and Credentials
- Bachelor’s degree in finance, business administration, or a related field (MBA or advanced degree preferred).
- CFP®, CFA, CPA, or other relevant professional certifications are highly desirable.
Experience
- Minimum 15 years of progressive leadership experience in the financial services or wealth management industry.
- Proven experience scaling a wealth management or financial services firm, preferably in the RIA space.
- Strong understanding of regulatory requirements and fiduciary standards for RIAs.
Skills and Competencies
- Visionary leader with the ability to inspire and manage high-performing teams.
- Exceptional strategic thinking, problem-solving, and decision-making skills.
- Outstanding interpersonal and communication skills, with the ability to connect with diverse stakeholders.
- Strong business acumen, with demonstrated success in achieving financial targets.
- High level of emotional intelligence and cultural competence that lead to a results-focused organization.
COMPENSATION AND BENEFITS
- Competitive base salary plus performance-based incentives.
- Equity or profit-sharing opportunities may be available for the right candidate. In addition, there may be the opportunity to invest in the company.
- Comprehensive benefits package, including health insurance, retirement plan, and professional development support.
ABOUT THE FIRM:
Destiny Wealth Partners is a highly regarded independent RIA which conducts business as Destiny Family Office, Ruggie Wealth Management, and Nichols Wealth Partners. Under the leadership of Founder and CEO Thomas Ruggie, ChFC®, CFP®, who has over 30 years of experience in the industry, Destiny Wealth Partners is committed to providing sophisticated investment opportunities and comprehensive financial services to help our clients achieve their financial goals. We manage accounting records for multiple organizations.
POSITION: BOOKKEEPER
JOB SUMMARY:
We are seeking a detail-oriented bookkeeper with a passion for numbers and a proven track record in multi-organization accounting environments. The ideal candidate will be adept at problem-solving and maintain a positive attitude while managing complex financial tasks.
DUTIES AND RESPONSIBILITIES:
- Maintain general ledgers and record financial transactions for multiple organizations
- Reconcile accounts and ensure balance sheet and income statement accounts align with source documents
- Manage accounts payable and receivable
- Prepare and file periodic sales tax returns
- Monitor and categorize expenses accurately
- Handle accounting department inquiries and route complex issues to appropriate personnel
- Assist with payroll processing and client billing as needed
- Perform special projects and other duties as assigned
QUALIFICATIONS:
REQUIRED:
- 3+ years of progressive experience in multi-organization bookkeeping
- Proficiency in QuickBooks accounting software and Microsoft Office (Excel and Word)
- Strong attention to detail and organizational skills
- Excellent interpersonal and communication skills
- Ability to explain complex financial information to non-finance stakeholders
- Team player with a customer service focus
PREFERRED:
- Experience with Salesforce, Microsoft Teams, and Outlook
- Proficiency in Generally Accepted Accounting Principles (GAAP)
- Familiarity with corporate tax accounting requirements
ADVANCEMENT OPPORTUNITIES:
Career growth in this role is based on:
- Demonstrated ability to prioritize tasks effectively
- Consistent, accurate, and timely completion of projects
- Exhibition of leadership skills and autonomy
COMPENSATION:
Compensation is offered as an hourly rate, commensurate with experience
Location: Tavares, FL 32778
Reports to: President, CEO
Job Type: Full-Time
Destiny Wealth Partners manages over $1.2B in assets and is seeking a Servicing Wealth Advisor to manage and nurture new and existing client relationships, ensuring that each client receives personalized financial advice and top-tier service. This role is ideal for an advisor with a passion for relationship management and deep technical expertise in wealth planning. While having an existing book of business is desirable, this role is not focused on aggressive business development.
KEY RESPONSIBILITIES:
The ideal candidate will:
- Serve as the primary advisor for an assigned group of existing and new HNW and UHNW clients.
- Develop a deep understanding of each client’s financial goals, ensuring their plans evolve as they experience life changes.
- Proactively identify client needs and address them with service excellence.
- Prepare and deliver comprehensive financial planning and investment analysis tailored to clients’ goals and circumstances.
- Progressively master the firm’s Proven Process and act independently in serving clients.
- Collaborate with internal teams and external professionals to deliver a coordinated client experience.
- Monitor and adjust client strategies as needed, ensuring alignment with market conditions and client objectives.
- Ensure timely and accurate execution of client requests, coordinating with operations and service teams.
- Maintain compliance with firm policies and regulatory standards.
- Document client interactions and ensure proper record-keeping in CRM systems.
- Foster multi-generational relationships within client families, positioning the firm as a trusted resource for future generations.
- Identify opportunities for deepening client engagement through expanded services or referrals to specialized teams (family office, estate planning, etc.)
ADVANCEMENT IN THIS ROLE IS AVAILABLE BASED ON:
- Demonstration of adoption of Destiny Wealth Partners Core Values
- Measurable excellence in financial planning and client service
- Sustained growth of their client base
QUALIFICATIONS:
- Skills/Traits: Excellent communicator, client-focused, service-oriented, team player, forward looking, detailed and deliberate.
- 3+ years of industry experience.
- Series 65.
- Excellent interpersonal and communication skills, with a client-centric mindset.
- Highly organized, detail-oriented, and comfortable managing multiple priorities.
NICE TO HAVE:
- Existing clients/relationships with HNW families, and experience working with HNW and UHNW clients.
- CFP®, CFA®, or similar designation, or progress toward such a designation.
COMPENSATION:
Compensation begins as a base salary plus a percentage of revenue of clients served
BENEFITS:
- 401(k)
- Health insurance
- Life insurance
ABILITY TO RELOCATE:
- Tavares, FL 32778: Relocate before starting work (Required)
- Job Type: Full-time
- Work Location: In office
WHY JOIN US?
- Opportunity to build lasting relationships with sophisticated clients.
- Our award-winning, nationally-recognized firm, offers a client-first culture in which you can achieve your highest professional Destiny.
- Access to best-in-class tools, resources, and professionals across multiple financial disciplines.
