Rock Point Advisors, LLC, based in Burlington, VT, is a wealth advisory firm focused on helping clients make sound financial decisions and take advantage of the benefits of long-term investing. We are dedicated to managing portfolios in the context of plans carefully developed with our clients.
Since our founding in 2004, our financial planning and investment management efforts have been guided by our fiduciary duty to our clients and our belief that doing what’s right matters. We work hard to deliver practical advice and responsible investing to help clients achieve their goals.
Duties and Responsibilities
Provide general operations support to the firm, including client service, trading, answering phones, data entry and records management
Capability to multitask with attention to detail
Ability to follow documented procedures and handle changing situations on the fly
Dedication to continually learning and improving
Salary and Benefits
Salary commensurate with experience and position
Benefits include paid vacation, dental and health care insurance, 401(k) matching
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Rock Point Advisors, LLC is an Equal Opportunity Employer