CAREERS 

 

 

Why our Firm?

If you want to work at Reynolds & Reynolds Financial Partners, you will need to have a heart the size of Texas…that’s how invested you will be in our clients’ wellbeing. 

Financial services based on creating a high trust relationship offers benefits to both lifetime clients and to the financial professionals who serve them.

From the client’s perspective, a high trust relationship with R&R Financial Partners offers the assurance that the client’s values and priorities are center stage and serve as the centerpiece for the advice and programming to support the client’s quest for financial success throughout their ever-changing life.

From the financial professional’s perspective, by providing sound financial advice for a client’s entire lifetime, they are in a great position to build a lasting business and with a greater ability to serve their client’s needs.

The process of creating a high trust relationship with our clients is fundamental to our culture. Our focus of creating wealth, where others are chasing wealth, has served our clients well. By working with client families that are not the target of many of our competitors’, our financial professionals are making a difference in their clients’ lives and are better off because of it.

What Sets Us Apart

confieWe are not the kind of firm that determines the clients they work with based on the assets they have. Our focus is on helping people who are serious about making better financial decisions.

The ‘R&R Way’
As a financial firm, we seek to help all families who aspire to improve their financial well-being and pursue their dreams — like paying off a home mortgage, providing an education for their children, having a feeling of confidence in retirement, and creating financial security for their loved ones.  Consistency of systems, processes, and culture is what differentiates Reynolds & Reynolds Financial Partners from other financial firms.

Help our clients make educated, informed financial decisions.
Our mission is to grow a first-rate team that allows us to achieve an unequaled standard of excellence in our profession. By providing personalized value-added services we want to become indispensable to our clients and assist them in making educated intelligent financial decisions. We consistently strive to go beyond our clients’ expectations by helping them make smart choices with their money. Our greatest reward is our clients’ confidence.

Let’s revolutionize the financial services industry – together.
By working in very specific areas of the marketplace, we strive to become the “go-to” resource for working professionals. Our specialization in the middle markets allows us to focus on putting ‘the benefit back into the benefits package.’ We have a deep-seated desire to transform the financial services industry by serving individuals who are frequently overlooked and underserved by other financial firms.

Grow With Us

We are looking for people with drive, that “fire in the belly” that’s so hard to define. We are committed to providing you with training, systems, and processes to support your growth from day one. We want you to be able to grow with us, which is why we offer a training program that is second to none.

Our unique training mirrors the advanced training that practicing professionals, such as physicians, go through in a residency program. It consists of a progressive, increasingly challenging, series of course work with hands-on components, with the end goal of preparing an individual who is completely ready to face the challenges of the financial services business.

Along the way, we offer support in a variety of areas to ensure you are on the pathway to success. These areas include:

  • Case Design
  • Product
  • Compliance
  • Marketing
  • Administrative

 

Start as a college intern
Ideally, we will select you as you complete your undergraduate/graduate degree. You will begin your career by understanding the mechanics of our business: our process, our ideal client, and our business model.

Sharpen your relationship-building tools
As a Client Relationship Manager, you will apprentice under a senior CERTIFIED FINANCIAL PLANNER™ Professional. As you begin to engage with clients, you start building your own client base. During this stage of your development, you will complete the licenses needed to practice your craft.

Start building your own clientele
As an Associate Financial Planner, you’ll continue to acquire additional experience to work with and provide solutions for more complex client scenarios. You have mastered the R&R process and begin to establish relationships on your own.  You will be encouraged to pursue the CERTIFIED FINANCIAL PLANNER™ Professional certification.

Begin the process of becoming an owner
As a Financial Planner, having mastered the client development process, you’ll now begin the process of becoming an owner. By building deep relationships within a market space and a solid client base, your income will continue to grow.

Help us grow into new markets
As a Partner, the goal is to help you develop highly predictable recurring income from loyal lifetime clients who recognize the value of a high trust relationship. Partners are responsible for market expansion and development.

Are We a Fit?

We want every single person that joins our team to be a long-term player who wants to be a part of something big.

The ability to create lasting professional relationships is foundational for a successful career as a financial professional with our firm. We are looking for individuals that have heart, drive, and commitment, as we believe those are the core tenets necessary to create those lasting relationships.

We acknowledge that simply saying we are looking for individuals that have these three attributes (heart, drive, and commitment) may be a bit ambiguous, so we’ve defined what each means to us below.

By “heart” we mean:

  • Ethical integrity and fundamental solid values
  • An emphasis on seeking solutions, not casting blame
  • Honest communications, openness, and room for a difference of opinions
  • A commitment to giving advice on the basis of sound principles
  • Doing the “right thing” and conducting yourself in a professional manner

By “drive” we mean:

  • An entrepreneurial spirit that relentlessly seeks to innovate
  • Creativity
  • Decisiveness
  • Initiative for self-growth
  • Leadership
  • A continuous desire to find the optimal balance between flexibility and control
  • A disciplined, goal-oriented individual who continues to learn and grow

By commitment we mean:

  • Commitment to our vision, the company, and to our clients
  • Missionary zeal in representing the “R&R Way”
  • Sense of responsibility and personal empowerment
  • Encouraging people to grow and empowering them to do so
  • Our promise to do what has been asked and our pledge to provide whatever assistance required to meet our shared commitment

If you believe that you have the heart, drive, and commitment, then contact us to start a conversation about a future with our firm.

Who We Serve

We work with a wide variety of people and businesses who are serious about making sound financial decisions for the long term.

Government Employees

We provide specialized financial advice to a broad range of government employees – from federal employees to firefighters, and municipal workers.

Corporate Employees

We take special care in integrating your current benefits with the other pieces of your financial portfolio to help you build and protect your assets for a more secure tomorrow.

Practicing Professionals

If you have completed years of training in order to practice your profession, you will appreciate the services of a specialty advisor. We know that you might not have the time, energy, inclination, or expertise to manage your personal finances alone.

How We Work

Utilizing fee-based planning, we create customized solutions based on the needs of each individual client.

*Neither MML Investors Services, LLC nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.