Financial Services Associate

2 days ago


Wilmington, Delaware, United States RiversEdge Advisors LLC Full time
RiversEdge Advisors LLC Job Opportunity

We are seeking a highly motivated and detail-oriented Financial Services Associate to join our team at RiversEdge Advisors LLC. As a key member of our financial planning firm, you will play a vital role in supporting our continued growth and delivering exceptional client experiences.

Key Responsibilities:
  • Client Relationship Management: Collaborate with lead advisors to manage client relationships, deliver personalized financial planning, and investment management services.
  • Back-Office Support: Prepare and process Schwab paperwork, assist with financial plan development, and ensure client satisfaction.
  • Client Performance Review Meetings: Lead client performance review meetings for investment-only clients.
  • Client Account Services: Service client accounts, prepare for and participate in client meetings, and follow up on client meeting action items.
  • Financial Analysis: Conduct financial analysis, including cash flow projections, retirement planning, tax planning, and investment analysis.
  • Financial Reporting: Prepare financial reports and presentations for client meetings.
  • Investment Strategy Implementation: Assist in the implementation of investment strategies and monitor client portfolios.
  • Compliance and Documentation: Ensure all documentation is accurately and timely completed, adhering to compliance requirements.
  • Client File Maintenance: Maintain organized and up-to-date client files and records.
Requirements:
  • Experience: 2+ years of experience in a related field.
  • Certifications: Series 65 or equivalent certification required; CFP designation a plus.
  • Skills: Excellent written and verbal communication, strong organizational, analytical, and interpersonal skills.
  • Education: Pursue relevant certifications and continuing education opportunities to enhance professional knowledge and skills.
Benefits:
  • Healthcare Options: Multiple healthcare options available.
  • Dental and Vision Options: Dental and vision options available.
  • 401(k) Profit Sharing Plan: Firm-paid 401(k) profit-sharing plan.
  • Paid Time Off: Paid time off program.
  • Personal and Bereavement Leave: Personal and bereavement leave available.
  • Hybrid Working Environment: Hybrid working environment with option to work remote on Mondays and Fridays.
Other:
  • Background Check: A background check will be required.
  • Equal Opportunity Employer: RiversEdge Advisors LLC is an Equal Opportunity Employer.


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