Log in

Log in

Ridgewood Job Opportunity – Wealth Advisor Associate

05/31/2019 1:03 PM | Mary Adams (Administrator)

Please send resume to

RLP Wealth Advisors is seeking a detail-oriented individual who is enthusiastic about working at an independent wealth management firm based in Ridgewood, NJ.  Exciting opportunity to join a talented team at an established firm well positioned for growth, in a positive, family-friendly work environment. The position entails a variety of client service support responsibilities.  The ideal candidate is hard-working, disciplined, organized, collaborative in a team environment, with exceptional communication and presentation skills.
• Successfully complete regulatory licenses – including 7, 63/65, 66
• Shadow Client Meetings
• Shadow Investment Decision Making
• Client Meeting Preparation
• Shadow Financial Planning activities to include;
o Development of Financial Plans
o Delivery of Financial Plans as directed by Principal
• Ongoing evaluation and critique of Financial Planning software to meet leading edge best practices of the firm
• Technology - oversee client access to web portal/albridge/emoney
• Marketing – oversee marketing communications, email campaigns via constant contact, newsletters, website, client marketing materials, powerpoint presentations
• Seek out opportunities to enhance and expand your personal capabilities in all areas relative to your assigned responsibilities and your personal development.

• Excellent oral and written communication skills
• Organization and multi-tasking skills
• Working knowledge of Microsoft office suite
• Engaging and friendly attitude
• Prior work experience in finance preferred
• Bachelor’s degree preferred

What Sets Us Apart?
Today’s environment demands transparency, accountability, responsible citizenship and the highest ethical standards. As an independent, employee-owned, sustainable wealth management firm, RLP Wealth Advisors proudly stands apart from traditional Wall Street financial companies.  We proudly service high net worth families and institutions.
Please send resume to

Terms of Use
©2021 Bergen County Professional Women's Network  
Powered by Wild Apricot Membership Software