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Associate Financial Advisor

2 months ago

Wilmington, United States RiversEdge Advisors Full time

RiversEdge Advisors is a financial planning firm in Wilmington, DE. We are a fee-based firm located in the heart of Downtown Wilmington. The firm is seeking an Associate Financial Advisor to support our continued growth and to help manage existing client relationships.

Responsibilities Include:

Support lead advisors in managing client relationships and delivering personalized financial planning and investment management services

This role involves both client-facing tasks and essential back-office support, including preparing and processing Schwab paperwork, assisting with financial plan development, and ensuring client satisfaction

Lead client performance review meetings for investment only clients

Service client accounts

Prepare for and participate in client meetings, including gathering necessary information and documentation

Follow up on client meeting action items and address client inquiries promptly to ensure high client satisfaction

Support the creation of comprehensive financial plans tailored to clients’ goals and financial situations

Conduct financial analysis, including cash flow projections, retirement planning, tax planning and investment analysis

Prepare financial reports and presentations for client meetings

Assist in the implementation of investment strategies and monitor client portfolios

Prepare and process Schwab paperwork, including account openings, transfers, and other account maintenance tasks

Ensure all documentation is accurately and timely completed, adhering to compliance requirements

Maintain organized and up-to-date client files and records

Stay current with industry trends, regulatory changes and best practices

Pursue relevant certifications and continuing education opportunities to enhance professional knowledge and skills

Position Requirements:

2+ years of experience

Series65 or equivalent certification required

CFP designation a plus

Experience with Schwab paperwork and a strong understanding of Schwab’s systems and processes

Excellent written and verbal communication

Strong organizational, analytical, and interpersonal skills

Excellent client service communication

Desire to work in a team environment and be a team player

Familiarity with our current systems is a plus, but not required: Salesforce, MoneyGuidePro, Holistiplan, eMoney, Schwab, Orion

Must be a self-starter and a problem solver

Strong attention to detail

Benefit

s:

Multiple healthcare options

Dental and vision options

401(k) Profit Sharing Plan

Firm paid parking

Paid time off program

Personal and bereavement leave

Upbeat and lively working environment

Hybrid working environment with option to work remote on Mondays and Fridays

Other:

A background check will be required

We are an Equal Opportunity Employer

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