Financial Services Associate

1 month ago


Reston, Virginia, United States River Wealth Advisors Full time
About the Role

River Wealth Advisors is seeking a highly skilled and detail-oriented individual to join our team as a Financial Services Associate. This role is an excellent opportunity for someone who is passionate about delivering exceptional client experiences and supporting our advisors in their daily functions.

Key Responsibilities
  • Provide exceptional support to assigned advisors, ensuring a positive relationship with clients and advisors alike.
  • Prepare client reports and data sheets, providing them to advisors one week in advance of meetings.
  • Assist with greeting clients, setting up conference rooms, and depositing checks.
  • Onboard new clients, manage account openings, and facilitate TOAs/rollovers.
  • Prepare and provide service forms for clients, ensuring accuracy and maintaining client information in Redtail.
  • Initiate workflows for money requests, set up recurring distributions, and maintain advisors' opportunities within the firm's Redtail database.
Requirements
  • Bachelor's degree.
  • Experience working with high-net worth individuals, wealth management literacy, and proficiency in client relationship management (CRM) tools.
  • Strong writing and critical thinking skills, with the ability to articulate complex ideas and manage multiple priorities.
  • Dependable, self-motivated, and tech-savvy, with excellent communication and interpersonal skills.
What We Offer
  • Competitive salary with quarterly bonuses.
  • Company-paid benefits, including 90% employer-paid health insurance coverage, HSA contribution, short- and long-term disability coverage, generous paid time off policy, and a 401(k) match.
  • Opportunities for growth and professional development, including financial support for accreditations or advanced degrees.


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