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Implement metrics to measure engagement and conduct qualitative analysis to gauge narrative impact, including website visitors, duration of visit, bounce rate, CTR, downloads, video views, ratings, social media reach and engagement, DM response rate, community and trip registration, and media coverage.
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Financial planning analysis and modeling for high net-worth clients. The Lead Advisor is an integral part of our new and growing RIA team serving as a connection between our clients, support team, and advisors, under the guidance of our Senior Advisor.
$85,000 - $130,000 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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Park Avenue Securities is Guardian’s broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and solutions to help them achieve financial well-being.
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Judson Group has been retained by an exponentially growing RIA in the search for a Wealth Advisor - CFP. Assists with client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, and portfolio management.
ExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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Follow regulatory changes and conduct strategic regulatory impact analysis to guide compliance strategies designed to ensure the RIA remains compliant under existing and new rules. The Deputy Chief Compliance Officer for Insigneo Advisory Services supports the Chief Compliance & Risk Officer in the development and implementation of the Firms compliance program and plan of the investment adviser designed to promote compliance with applicable securities regulatory authorities including, but not limited to, SEC laws and regulations.
ExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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The ideal candidate has a minimum of 5 years of experience in a client facing role, is comfortable working directly with UHNW clients ($5MM+), has a strong understanding of financial planning (including tax and estate planning), and is naturally proactive in their approach to servicing clients.
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The investment analyst would become an integral member of a high-performing team and support several critical investment analysis and portfolio management activities. PCIA is a Registered Investment Advisor (“RIA”) with $25 billion in assets under management (AUM.
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Strong understanding of Investment Management Operations processes, broker dealer / RIA technology and procedures, and an ability and willingness to learn quicklySolid understanding of financial products, services, and industry trends.
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Extensive experience working with OSHA, ISO, ANSI, RIA, NFPA, UL and other regulations and standards. Support and lead root cause analysis activities related to incident investigation and learning teams.
$120,000 - $140,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Advanced computer skills, Microsoft Office (with a high proficiency in Excel specifically), tax research software (e.g., RIA, BNA). Hands on, detail oriented, strong tax accounting and research skills, including account reconciliation and analysis of book/tax differences.
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As a Retirement Plan Consultant, you will work with the clients, Investment team, and plan administrators to provide investment and capital markets research, analysis, and advice to our clients.
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About Our Firm : Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. We are a well-established and growing RIA with expertise in investment and financial planning for ultra-high-net-worth ($25M+) individuals and business owners.
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We are the largest RIA in the Pacific Northwest, headquartered in Seattle, with offices nationwide. Provide spreadsheet analysis on an ad-hoc basis for more advanced financial topics and other specialty requests such as tax-loss harvesting, stock option, and restricted stock inventories, and other wealth transfer strategies; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software.
Full-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software.
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Strong expertise in data manipulation, data visualization, statistical analysis, and optimization, ideally in Python. As we disrupt legacy custodians and revolutionize the $100T RIA market, we're seeking exceptional individuals to join our team.
$155,000 - $203,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago
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