At RTD, we invest in our culture and our team because our human capital is our most important and valuable asset. For decades, we have been committed to devevloping and retaining great talent by creating an environment driven by our core values and inspired by our belief that growth happens from the inside out.

As a firm, we believe in:

Respectful communication and cooperation between all team members.

Teamwork and participation, encompassing all team member perspectives.

Teamwide contributions to the communities we serve.

Learning & Development

At RTD, we are lifelong learners and are committed to providing career growth and education opportunities for all team members. To support this, every team member has a professional development budget for continuing education, conferences, and growth resources of their choice. We have established an education budget, defined our career paths, and provide a Certified Coach to help our team members build and implement professional development plans. Our team members’ growth and career satisfaction are keys to our team and firm’s well-being.

Team Member Engagement

Culture is at the heart of everything we do, and our entire team plays a major role in creating a place where passionate professionals want to work. All team members have the opportunity to get involved with a variety of internal committees that support the firm’s goals while also providing the chance to develop different skills outside of their primary role.

Our committees include:

RTD Values
Innovation & Curiosity
Financial Literacy

Benefits

RTD offers a wide range of competitive and comprehensive benefits. Some highlights include:

For Today

  • Base Compensation
  • Discretionary Merit Bonus
  • Partnering for Success (PfS) Incentive
  • Client Development and Retention Incentive
  • Technology Reimbursement

For Tomorrow

  • 401(k)
  • Match
  • Profit Sharing
  • Complimentary financial planning services

For Wellness and Life Balance

  • Health & Dental Insurance
  • Long-term Disability Insurance
  • Group Life Insurance
  • Health Advocate
  • Voluntary Benefits
  • Health Savings Account
  • Parent Leave
  • Paid Time Off
  • Paid Volunteer Time
  • 3 O’Clock Fridays

To learn more about our company culture, click here.

Open Positions

Financial Planner
Philadelphia Office