RBFCU Wealth Management

HQ
Seguin
Total Offices: 5
40 Total Employees

RBFCU Wealth Management Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers occupational accident insurance

Offers disability insurance

Offers supplemental life insurance

Offers accidental death & dismemberment insurance

Offers dental insurance

Offers health insurance

Offers Health Savings Account (HSA)

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers generous parental leave

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid sick days

Provides paid holidays

Career Growth + Development

Job training & conferences

2 Days AgoSaved
In-Office
Boston, MA, USA
Fintech • Payments • Financial Services
Provides operational and technical support to North American fixed income investment teams. Responsibilities include designing workflows and procedures, supporting reporting, onboarding, reconciliations, issue resolution, Aladdin and platform enhancements, stakeholder coordination, compliance support, and managing small to medium-sized projects and enhancement requests.
4 Days AgoSaved
In-Office
Newton, MA, USA
Fintech • Payments • Financial Services
Leads profitable growth across a multi-office financial advisory complex by managing P&L, recruiting and developing advisors and branch managers, driving client and asset acquisition, overseeing sales performance, ensuring compliance, and optimizing resources. The role includes coaching leaders, executing recruiting and onboarding strategies, conducting business reviews, supervising advisory activities, managing risk, and maintaining client service and brand standards across branches.
4 Days AgoSaved
In-Office
4 Locations
Fintech • Payments • Financial Services
Provides legal and regulatory support for an asset management business, advising on SEC, CFTC, FINRA, derivatives, trading, advisory, and cross-border requirements. Drafts and negotiates trading and advisory agreements, supports fund launches and product development, maintains legal templates, and partners with trading, compliance, risk, operations, product, clients, regulators, and outside counsel.