RiversEdge Advisors is a financial planning firm in Wilmington, DE and we are seeking an Associate Financial Planner to join our team. We are a fee-based firm located right on the Christina River. The firm is seeking a new Associate Financial Planner to support our continued growth and to help manage existing client relationships. Find out more about us at our website: riversedgeadvisors.com
Provide client relationship support through managing/gathering/analyzing client data, preparing financial plans and other client deliverables, and working with clients to resolve issues
Attend, document, and participate in client meetings and follow-up on meeting action items. Delegate non-advisory follow up work to the client service/operations team. Explain complicated financial concepts in simple terms.
Support client relationships by maintaining the CRM and responding to client requests in a professional manner continually aspiring to deliver excellent client service.
Prepare and make recommendations on client investments, including the creation of investment policy statements and portfolio allocation reports.
Analyze information and evaluate results in order to help choose the best solutions and solve problems.
Assist with onboarding new clients with account openings, transfers, client support and follow-up, etc.
MUST be a CFP with 2-5 years of experience in an advisor capacity
Excellent written and verbal communication
Strong organizational, analytical and interpersonal skills
Excellent client service communication
Desire to work in a team environment and be a team player
Familiarity with our current systems is a plus, but not required: RedTail, eMoney, Riskalyze, Schwab, Orion
Must be a self-starter and a problem solver
Strong attention to detail
Additional Salary Information: Partial healthcare after 90 days of employment with company match to HSA -
Ability to work remotely on an as-needed basis with manager approval -
401(k) after one year of employment -
Cash balance retirement plan -
Personal and bereavement leave -
Upbeat and lively working environment -
About RiversEdge Advisors
The Strategic Implementer (www.thestrategicimplementer.com) is the hiring manager for this position. We work with great financial advisory firms to clarify their vision and create an achievable path to that vision. We do this through strategy, implementation and accountability. We also assist retainer and non-retainer clients in hiring A Players for their firm.