What are the responsibilities and job description for the Investment Advisor Assistant (Hybrid in Rye Brook, New York) position at The Mom Project?
Join Our Fun, Fast-Paced, and Friendly Financial Firm!
Location: Rye Brook, NY
Flexible Partners | Supportive Team | Long-Term Stability
We’re a third-generation financial planning firm that’s been in business for 40 years—and we’re still growing! Our office is fun (yes, really), full of smart, hardworking people, and we have a strict "No Jerks Allowed" policy.
Seriously, we fire clients who are rude to our team.
We’re looking for a highly organized, detail-oriented, follow-through expert (aka, a powerhouse) to help us process investment paperwork, manage financial plans, and develop relationships with our amazing clients.
Many of our best hires have been moms returning to work—because let’s be honest, if you can juggle schedules, school projects, and snack negotiations, you can handle just about anything.
Who You Are
You get things done—on time and the right way.
You enjoy building relationships with kind and interesting people.
You spot mistakes before they happen (your superpower).
You appreciate a workplace where your work and boundaries are respected.
What We Offer
A supportive, family-friendly work environment.
A team that values you and your time.
Stability—our last long-term hire stayed for 20 years!
Clients that are kind, friendly, and actually enjoyable to work with.
Our last two hires weren’t the right fit, and we realized something—we need a rockstar mom from The Mom Project who’s ready to bring her talent, skills, and next-level follow-through to our team. If that’s you, we can’t wait to meet you!
Apply now and let’s talk!
Location: Rye Brook, NY
Flexible Partners | Supportive Team | Long-Term Stability
We’re a third-generation financial planning firm that’s been in business for 40 years—and we’re still growing! Our office is fun (yes, really), full of smart, hardworking people, and we have a strict "No Jerks Allowed" policy.
Seriously, we fire clients who are rude to our team.
We’re looking for a highly organized, detail-oriented, follow-through expert (aka, a powerhouse) to help us process investment paperwork, manage financial plans, and develop relationships with our amazing clients.
Many of our best hires have been moms returning to work—because let’s be honest, if you can juggle schedules, school projects, and snack negotiations, you can handle just about anything.
Who You Are
You get things done—on time and the right way.
You enjoy building relationships with kind and interesting people.
You spot mistakes before they happen (your superpower).
You appreciate a workplace where your work and boundaries are respected.
What We Offer
A supportive, family-friendly work environment.
A team that values you and your time.
Stability—our last long-term hire stayed for 20 years!
Clients that are kind, friendly, and actually enjoyable to work with.
Our last two hires weren’t the right fit, and we realized something—we need a rockstar mom from The Mom Project who’s ready to bring her talent, skills, and next-level follow-through to our team. If that’s you, we can’t wait to meet you!
Apply now and let’s talk!
