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