Rivers Edge Advisors
RiversEdge Advisors is seeking a client-focused, detail-oriented Client Service Associate to support financial planning and wealth advisory services. The role involves managing client relationships, providing administrative support, and assisting with financial data and reporting to ensure an exceptional client experience.
Headquarters
Wilmington, Delaware, United States
Company Size
11-50 employees
Founded
2012
RiversEdge Advisors is a registered investment advisor (RIA) and boutique wealth advisory firm based in Wilmington, DE, serving a diverse range of individual and business clients. The firm offers wealth management, business planning, corporate retirement plans, and specialized Women's Wealth services, with a fiduciary commitment to prioritizing clients' interests. As a goals-based advisory practice, RiversEdge provides personalized financial guidance across investment, retirement, estate, tax, and insurance planning.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Rivers Edge Advisors.
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