Financial Advisor Assistant and Interior Design Social Media assistant

CT River Wealth Management · Manchester, Connecticut · Posted Mar 12, 2025
Full-Time
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About this role

Connecticut River Wealth Management is looking for a full-time administrative/marketing/financial advisor assistant who can also provide 5-10 hours of social media and marketing support to Vibrant Interiors, a holistic interior design and energy business. (The two businesses are owned by a husband and wife team and are two separate businesses.) The position is in person at the Manchester location. Job offers Matching 401k plan, health insurance and disability insurance and paid time off. Responsibilities • Handling Incoming Client service needs • Planning Client events • Following up on client transactions • Preparing advisors for client meetings Qualifications • High School Degree and Associates Degree • Interest in personal financial planning • Likes People • Technology skills with Social Media • Organized, Multitasking

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