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Riverlink is working with a reputable financial services firm dedicated to exceptional wealth management. They prioritize ethical practices and client-centric service. Join their dynamic team focused on achieving financial goals.

Position Overview:

Support Private Wealth Managers in maintaining client relationships, conducting research, and leading projects. Detail-oriented professionals with financial planning expertise are encouraged to apply.

Responsibilities:

  • Assist clients with inquiries and service needs.
  • Manage client records and conduct account research.
  • Process account service requests and investment transactions.
  • Assist with estate settlement services.
  • Ensure compliance requirements are met.
  • Input financial planning information into software.
  • Drive process optimization and efficiency.
  • Provide executive and clerical support.
  • Support meeting preparation and follow-up tasks.

Qualifications:

  • Bachelors Degree or 3-5 years Financial Services Industry experience.
  • Strong understanding of financial planning services and products.
  • Previous experience in outstanding client service.
  • Detail-oriented, analytical, and excellent communication skills.
  • Organized with great time management and prioritization abilities.
  • Proficient in financial services technology systems.
  • FINRA Series 7 and 66 are strongly preferred.