Teams at RBFCU Wealth Management

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.

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.