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
Serves as a liaison between business and IT teams by eliciting and documenting requirements, troubleshooting technology issues, managing critical incidents, coordinating service restoration, supporting technology implementations, and developing operational playbooks and user documentation. The role also promotes technology adoption, identifies recurring issues and improvement opportunities, and drives corrective actions. Candidates must be based near Columbus, Ohio, work primarily in-office, and travel up to 20%.
Fintech • Payments • Financial Services
Supports experienced financial advisors by building client relationships, developing financial plans, analyzing client data, recommending products and services, and growing a personal book of business. Responsibilities include lead generation, marketing, client service, practice operations, licensing progress, and regulatory compliance. The role requires obtaining securities and insurance licenses within 150 days of hire.
Fintech • Payments • Financial Services
The Chief Operating Officer will lead strategy execution, scalable operations, team development, acquisitions, financial management, client experience, technology improvements, and compliance. This builder will establish processes, KPIs, dashboards, SOPs, organizational structures, and acquisition playbooks while partnering with firm owners to transform a founder-dependent wealth management practice into a professionally managed, growth-oriented enterprise.
