Producing Financial Planner

Rivers Edge Advisors

3 years ago

Wilmington, Delaware

Hybrid

Full Time

Senior

0 applicants

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About this role

RiversEdge Advisors is seeking a Producing Financial Planner to support client relationships, provide financial advice, and drive growth for their Wilmington, DE office. The role involves creating personalized financial solutions, developing new business, and maintaining compliance within a small, collaborative environment.

Skills

About Rivers Edge Advisors

riversedgeadvisors.com

Rivers Edge Advisors is a boutique wealth management and financial advisory firm that provides personalized financial planning and investment management for individuals, families, and small institutions. Their services typically include retirement planning, portfolio construction, tax-aware investing, and estate-plan coordination, delivered through a goals-based process. The firm emphasizes a fiduciary approach with transparent fee structures and ongoing client communication, coordinating with clients’ CPAs and attorneys as needed. Experienced advisors combine customized advice with modern portfolio and reporting tools to help clients pursue long-term financial objectives.