RB Capital Management, LLC

Compensation

Full Description

Company Description RB Capital Management, LLC, established in 2000, is a fee-based investment advisory firm that specializes in hedged strategies and managed fixed-income portfolios. The firm focuses on reducing risk and improving portfolio returns through diversified and customized strategies. Led by founder and principal Rob Ballan, who has over 35+ years of investment expertise, the company is known for its proficiency in equity hedging and bond portfolio creation to adapt to economic conditions. RB Capital Management oversees assets exceeding $900 million as of September 30th, 2025, serving individuals, businesses, trusts, and foundations. Role Description This is a full-time role located in Incline Village, NV, with some flexibility for remote work. The Senior Wealth Advisor will provide tailored wealth management services, including financial planning, investment advice, and retirement planning. Responsibilities include developing client-focused strategies, managing client portfolios, maintaining strong client relationships, and ensuring adherence to regulatory compliance and best practices. The Senior Wealth Advisor will also collaborate with team members to deliver high-quality service to clients. + This is a business development position and the qualified candidate must have a book of business or the desire to build one. The position is located in Incline Village, NV and the candidate must be willing to live and work in the Reno/Tahoe area. If you are looking to go independent or already independent we offer the following: + High Payout – starting at 70% and as high as 80% + Equity Path + Transition support and assistance: + Dedicated Resources: + Fintech tools + Marketing: traditional and digital + Operations + Portfolio managers to help close new business + Institutional style money management for high net worth retail + “Client first” culture + Highly-experienced team + A solid business plan for future growth + 2 World Class Custodians: Charles Schwab & Pershing Qualifications + Existing book of business + CFP or CFA certifications • Proficiency in Financial Planning and Retirement Planning to develop comprehensive strategies for clients using Active Management • Strong expertise in Fixed Income and Option Investments to manage diversified portfolios and adapt to market trends • Experience delivering Wealth Management Services with a client-focused approach • Exceptional interpersonal and communication skills to build and maintain client relationships • Ability to work independently as well as collaboratively in a hybrid work environment • Series 65 or equivalent license is required • Proven track record in a senior advisory or wealth management role is an advantage