Ritholtz Wealth Management

• Serve as the point of contact for prospective and current wealth management clients • Explore clients' overall financial situation. • Create, deliver, execute, and manage complex financial plans • Provide the ultimate client experience and delegate all operational tasks to assigned client service & trading team members • Be the main point of contact for clients and a knowledgeable resource for them as financial questions arise • Provide guidance towards profitable and secure financial solutions to the customers • Ensure compliance with all industry rules and regulations • Stay informed about trends and updates in the industry • Detail-oriented and passionate about helping clients • Ability to work in a high paced environment with tight deadlines where accuracy is paramount • A fast learner capable of following instructions, accepting constructive feedback, and meeting deadlines • Is comfortable collaborating with many different teams and roles