Two River Wealth Management Group

Is aging in place cheaper than assisted living? Explore the financial trade-offs of home care vs. facilities to help protect your legacy.

Comparing the costs of home care and assisted living Is aging in place cheaper than assisted living? Explore the financial trade-offs of home care vs. facilities to help protect your legacy.

Happy Father’s Day! Today we celebrate the fathers, grandfathers, and mentors who guide us with wisdom and strength. Wishing all the dads in our community a wonderful day with family and friends.

It's a special day in golf. While some of us are watching the pros, Tom is out practicing his own drive. Whether you are on the fairway or in the office, focus and persistence are the keys to a great finish. Who are you rooting for this weekend?

The "sweet" holidays just keep coming! Celebrating National Cannoli Day with a local favorite. It is hard to pick just one bakery in town—Red Bank truly has the best.

It's Flag Day, a time to reflect on the values our flag represents: resilience, unity, and liberty. We are proud to be a part of this community and this country.

Leave your answer in the comments.

This month, we are celebrating a whole year with Michael on our team. Michael is astute, professional, and a go-getter. Michael, we are all excited to continuing watching you accomplish your go.

Job Title: Client Service Specialist / Manager

Position Overview
Support the smooth operation of a fast-paced, client-focused financial planning office affiliated with an independent Ameriprise Financial advisor. This role plays a key part in delivering an exceptional client experience while assisting with daily operations, workflow management, and maintaining high standards of professionalism, ethics, and compliance.

Key Responsibilities
Client Service & Relationship Management
-Serve as a primary client contact, addressing inquiries within compliance guidelines
-Assist with account setup and act as liaison with the corporate office
-Maintain accurate CRM records and client notes
-Schedule appointments; prepare agendas and materials
-Conduct reminder and follow-up calls
-Process transactions as directed
-Draft administrative client correspondence
-Support and attend client meetings as needed

Administrative & Operational Support
-Prepare correspondence for advisor signature
-Maintain organized client records in compliance with retention policies
-Resolve account issues with corporate partners
-Support office workflow and daily operations
-Assist advisors and team members with administrative needs

Client Engagement & Business Development
-Contact clients and prospects to schedule meetings
-Handle inbound inquiries and route or schedule appropriately
-Coordinate client events, seminars, and appreciation activities

Practice Support & Improvement
-Track projects, including events and seminars
-Follow up on service-related items with corporate office
-Recommend tools (MOD, Go Social, advisor website) to improve efficiency
-Support process improvements to enhance client experience

Key Traits
-Strong attention to detail and organization
-Effective communication and professional phone skills
-Strong time management and multitasking ability
-Compliance-focused with ability to follow regulations
-Positive attitude with willingness to learn and grow

Education & Experience
College degree preferred
2+ years of relevant experience

Preferred (not required):
-Series 7, Series 66
-State life, accident & health insurance licenses
-Willingness to obtain licenses

Work Structure
-Part-time, in-office - Red Bank, NJ
-Responsibilities may evolve based on business needs
-Additional duties as assigned

Please send resumes to [email protected]

Today, we honor the bravery and sacrifice of those who landed on the beaches of Normandy 82 years ago. We remember their courage and the profound impact their service had on the world.

A 529 plan isn’t just for tuition anymore. As of 2026, you can use up to $20,000 per year for K-12 expenses, and if your student has leftover funds, you can roll over up to $35,000 into their Roth IRA. It’s a tactical tool for building a family legacy, not just a college fund.
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