Teams at RBFCU Wealth Management

As a Financial Advisor, you'll help clients with financial planning, generate prospects, develop marketing strategies, and build strong client relationships while adhering to ethical standards.

Manage a regional advisor recruiting pipeline for a financial services organization. Responsibilities include sourcing qualified advisor candidates, maintaining recruiting records, communicating value propositions, evaluating practice portability and compliance, building referral networks, partnering with field leadership, resolving candidate issues, tracking results, and supporting diversity hiring. The role requires strong financial services knowledge, relationship management, negotiation, coaching, analytical, and communication skills.

As a Financial Advisor at Ameriprise, you'll help clients with financial planning, generate prospects, and build a book of business while achieving program standards and maintaining ethical practices.