RU Financial is a financial services company located in Warren, NJ, and Manhattan, NY, specializing in coaching current and former college athletes on financial strategies. Since 2010, we've helped clients execute a full life experience and turn their vision of prosperity into a winning reality. We also provide crucial career advice and support throughout their college journey, while also boosting the academic playbook with our Financial Literacy program. At RU Financial, our mission is to educate and empower our clients.
Responsibilities:
This is a full-time hybrid Financial Coaching role located in Warren, NJ, and Manhattan, NY, with the flexibility to work from home at times. As a member of the RU Financial team, you will be responsible for providing financial planning and investment management services to clients. You will work closely with clients to identify their financial goals and create customized game plans to help them achieve those goals. Additionally, you will be responsible for staying up to date on industry trends and regulations to ensure clients receive the best possible service.
Qualifications:
Bachelor's degree in finance or business-related fields preferred but not required Excellent communication and interpersonal skills Ability to work independently and as part of a team Experience in the financial services industry is a plus but not required Series 6 or 7, 63 and 65, 66 preferred but not required A passion for helping athletes achieve their goals Experience working with college athletes is a plus
Industry: Financial Services
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