RBFCU Wealth Management
RBFCU Wealth Management Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers life insurance
Offers occupational accident insurance
Offers disability insurance
Offers supplemental life insurance
Offers accidental death & dismemberment insurance
Offers dental insurance
Offers health insurance
Offers Health Savings Account (HSA)
Offers Flexible Spending Account (FSA)
Offers vision insurance
Offers generous parental leave
Work-Life Balance + Wellbeing
Offers company-sponsored outings
Offers an Employee Assistance Program (EAP)
Offers generous PTO
Provides paid sick days
Provides paid holidays
Career Growth + Development
Job training & conferences
Recently posted jobs
Fintech • Payments • Financial Services
Supports experienced financial advisors by building client relationships, developing a personal book of business, generating leads, and contributing to financial planning recommendations. Responsibilities include obtaining required securities and insurance licenses, supporting client service, developing marketing and acquisition plans, analyzing client data, preparing financial plans, providing product expertise, improving practice operations, and maintaining regulatory and ethical standards.
Fintech • Payments • Financial Services
Works with experienced financial advisors to build a personal book of business and develop client relationships. Responsibilities include prospecting, pipeline development, financial data analysis, planning recommendations, client support, product expertise, marketing, practice operations, and regulatory compliance. The advisor must obtain required securities and insurance licenses within 150 days and contribute to a collaborative team practice.
Fintech • Payments • Financial Services
Lead recruiting, onboarding, and development for novice and experienced advisors and franchise staff across the territory. Drive advisor business planning, engagement, and practice growth; manage sourcing, interviews, onboarding plans, and support field leadership to implement growth initiatives.
