Jackie Carrico Email & Phone Number | In my role, I focus on our client relationships first and then incorporate sales. For the West, our clients know they can call me any time, for anything, I love being that person for them. Any time a financial advisor has questions about practice management, performance or products, we are available to answer them. If their clients want an in-depth explanation about the portfolios or markets, we're able to get them in touch with a Portfolio Manager. This is something most firms aren’t able to do. When partnering with RiverFront, financial advisors can concentrate on planning and relationship building with their clients instead of worrying about the markets and trying to navigate through all that’s available to investors. At the end of the day, what we’re doing is helping ordinary people save for retirement and accomplish their financial goals. As leader in a player/coach role, I'm also responsible for training new associates, working on special projects, helping with sales training and being the liaison for the marketing team. RiverFront is a special place to me for two reasons. First, our sales team is like a family to me. Second, giving back is a huge part of our culture and that is so important to me. I love being able to give back to our community and my church. Outside of the office I enjoy spending time with my family: my 3 children Lily, Iris, and Atlas, my husband Neil, and our two dogs Sophie and Pepper. We love going to the beach and going on family adventures. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of RiverFront Investment Group, LLC or its affiliates. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. These statements have not been reviewed for accuracy or completeness. Job Description: • Work in partnership with Regional Director to build a business plan to gather and retain assets by assisting Financial Advisors in the areas of product education, portfolio construction, practice management, etc. • Market, service and promote RiverFront’s product offerings; differentiating the advantages and disadvantages of each offering based on client profile. • Build and execute territory management skills in order to maximize results. • Plan/coordinate meetings between Regional Directors and RiverFront clients and/or prospective clients. • Collaborate with team members to create sales ideas, resolve issues, execute marketing initiatives, etc.

Jackie Carrico

In my role, I focus on our client relationships first and then incorporate sales. For the West, our...
Richmond, Virginia, United States

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Jackie Carrico’s Email jcarrico@riverfrontig.com

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Jackie Carrico’s Location Richmond, Virginia, United States

Jackie Carrico’s Current Industry Riverfront Investment

Jackie Carrico’s Prior Industry Wealthforge | Morgan Stanley | Wells Fargo Advisors

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Work Experience

Riverfront Investment

Regional Director

2023-04-01 00:00:00 - Present

Wealthforge

Associate

2016-01-01 00:00:00 - 2017-04-01 00:00:00

Morgan Stanley

Financial Planning Associate

2013-12-01 00:00:00 - 2016-01-01 00:00:00

Wells Fargo Advisors

Client Associate

2011-11-01 00:00:00 - 2013-07-01 00:00:00

Skills

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FAQ About Jackie Carrico

Jackie Carrico is located at
Richmond, Virginia, United States

Jackie Carrico is a In my role, I focus on our client relationships first and then incorporate sales. For the West, our clients know they can call me any time, for anything, I love being that person for them. Any time a financial advisor has questions about practice management, performance or products, we are available to answer them. If their clients want an in-depth explanation about the portfolios or markets, we're able to get them in touch with a Portfolio Manager. This is something most firms aren’t able to do. When partnering with RiverFront, financial advisors can concentrate on planning and relationship building with their clients instead of worrying about the markets and trying to navigate through all that’s available to investors. At the end of the day, what we’re doing is helping ordinary people save for retirement and accomplish their financial goals. As leader in a player/coach role, I'm also responsible for training new associates, working on special projects, helping with sales training and being the liaison for the marketing team. RiverFront is a special place to me for two reasons. First, our sales team is like a family to me. Second, giving back is a huge part of our culture and that is so important to me. I love being able to give back to our community and my church. Outside of the office I enjoy spending time with my family: my 3 children Lily, Iris, and Atlas, my husband Neil, and our two dogs Sophie and Pepper. We love going to the beach and going on family adventures. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of RiverFront Investment Group, LLC or its affiliates. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. These statements have not been reviewed for accuracy or completeness. Job Description: • Work in partnership with Regional Director to build a business plan to gather and retain assets by assisting Financial Advisors in the areas of product education, portfolio construction, practice management, etc. • Market, service and promote RiverFront’s product offerings; differentiating the advantages and disadvantages of each offering based on client profile. • Build and execute territory management skills in order to maximize results. • Plan/coordinate meetings between Regional Directors and RiverFront clients and/or prospective clients. • Collaborate with team members to create sales ideas, resolve issues, execute marketing initiatives, etc.