Please send resume to bsturmak@rlpwealth.com
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.
Responsibilities
• 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.
Qualifications
• 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 bsturmak@rlpwealth.com
