Teams at Richardson Wealth

Supports investment advisors by preparing client reports, financial plans, portfolio evaluations, retirement projections, investment proposals, and financial models. Executes transactions, analyzes industry and macroeconomic data, responds to client inquiries, attends meetings, and maintains account documentation and compliance standards. Provides proactive client service while managing administrative responsibilities and learning relevant technologies.

Provides executive-level administrative support to two senior leaders by managing complex calendars, travel, expenses, meetings, presentations, communications, events, reminders, and confidential information. The role coordinates stakeholders, supports leadership initiatives and social media activities, maintains organizational processes, and proactively improves efficiency. Requires strong communication, organization, discretion, relationship-building, prioritization, and proficiency with Microsoft Office, Teams, SharePoint, and AI tools.

Leads advisor programs, branch leadership communications, change management, and cross-functional execution across a national wealth management network. Partners with senior distribution leaders and corporate functions to improve advisor engagement, productivity, growth, compliance, and client experience. Establishes operating rhythms, governance, roadmaps, adoption metrics, and accountability mechanisms while leading strategic meetings, forums, initiatives, and team development.