Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We use our technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals.

We work directly with clients on a fee-only basis and choose to be held to a fiduciary standard. Giving the right advice is the soul of our firm.

We work for – and are solely compensated by – our clients; those are the only interests we serve.

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Ritholtz Wealth Management

Financial Planning and Analysis

Develop and implement investment and financial plans for RWM clients.

• 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

Ritholtz Wealth Management Jobs in New York City

Ritholtz Wealth Management

Financial Advisor

Ritholtz Wealth Management