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 the Seligman Investments team by managing calendars, meetings, travel arrangements, expenses, invoices, presentations, communications, reports, office requests, client visits, department programs, events, and supplies. The role requires proactive prioritization, strong communication, independent judgment, and experience supporting professionals in financial services, preferably alternative investments.
Fintech • Payments • Financial Services
Partner with financial advisors across distribution channels to drive ETF sales. Provide product knowledge, competitor analysis, and consultative sales approaches; build and deepen advisor relationships; support territory and resource planning; understand distributor engagement rules; identify client needs; and deliver investment solutions and dynamic sales presentations. Travel is required 10–20% of the time.
