RWA Wealth Partners
As of 3 November 2026, RWA Wealth Partners has 3 open roles (0 new in 30 days), its finance & accounting team is hiring most, and its postings name iManage, eMoney and Microsoft Excel as the tools the team works in.
As of 3 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- Tallahassee, , United States
- Employees
- 51-200 employees (linkedin)
- Sells to
- high net worth individuals, family office clients
- Certifications on site
- Site languages
- EN
- Career system
- Adp
RWA Wealth Partners in one screen
Read from rwawealth.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
RWA Wealth Partners is a wealth management firm that provides financial planning, institutional-quality investment management, legacy planning and tax planning for clients. Its offerings include a complimentary financial plan with tax analysis and investment strategy, plus private wealth and family office services. The firm operates from locations including Costa Mesa, San Rafael, Chicago, Boston, Newton, Traverse City, Troy and Houston.
Named on the site: high net worth individuals, family office clients.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 578 scored.
What RWA Wealth Partners says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
Document and store in RWA’s books and records repository, iManage.Experience with eMoney software is a requirement.• Familiarity and working knowledge with standard office practices and personal computer software, such as Word, Access, and Excel, is required.• Familiarity and working knowledge with standard office practices and personal computer software, such as Word, Access, and Excel, is required.• Manage and track the process of opening and modifying filing folders in iManage, revenue tracking and billing in CCH or SF, department tracking spreadsheets, and other tasks related to new clients.fiduciary and individual federal and state income tax returns and FBARs prepared on RWA tax applications (e.g., CCH Axcess Tax) by Tax Services tax staff, and maintain e-filing authorization historical records as required by tax authoritie• Computer skills, particularly the ability to work with Microsoft Office Suite.• Excellent in-person and video call (e.g., Zoom) presentation skills.• Strong computer skills and proficiency in eMoney preferred or other financial planning software, Holistiplan, Excel, PowerPoint, Word, Salesforce• Strong computer skills and proficiency in eMoney preferred or other financial planning software, Holistiplan, Excel, PowerPoint, Word, Salesforce• Strong computer skills and proficiency in eMoney preferred or other financial planning software, Holistiplan, Excel, PowerPoint, Word, Salesforce• Experience with trust accounting system, CCH, Thomson Reuters OneSource Trust Tax is preferred.3 open roles, 2 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →
| open · new 30 d | |
|---|---|
| Finance & accounting | 2 · 0 |
| Administration & office | 1 · 0 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
No change signals read in the current postings.
Sales, marketing and IT leaders by function. Add RWA Wealth Partners to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like RWA Wealth Partners
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 578 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
RWA Wealth Partners (Tallahassee, United States, 51-200 employees) has 3 open roles, 0 new in 30 days, and names 12 tools in its postings. (Breaknorm, 3 November 2026, https://breaknorm.co/company/rwawealth.com)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from rwawealth.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Adp career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
RWA Wealth Partners: questions
Does RWA Wealth Partners use iManage?
Yes, by the company's own words: 1 posting name it, first seen 2026-09-30, in the administration & office team.
Is RWA Wealth Partners hiring?
3 open roles as of 3 November 2026, 0 opened in the last 30 days and 0 closed. The largest team hiring is finance & accounting.
Where does this profile come from?
From rwawealth.com itself: we crawled it on 2026-10-29, built the profile on 2026-10-31, and read its career site (Adp) hourly since. Headcount is from LinkedIn.
Who should I write to at RWA Wealth Partners?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 2 public role addresses from the site are there too.
Get this company your way
The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
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