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Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. If you are a CERTIFIED FINANCIAL PLANNER professional (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm.
$125,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Proficient in various financial management software, such as FactSet, Morningstar Direct, Bloomberg Terminal, and BlackRock Aladdin. Professional certification as a Chartered Financial Analyst (CFA), or similar qualification.
$140,000 - $190,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Keep up to date with emerging trends and technologies in the Wealth Management (specifically Broker-Dealer, RIA, and Asset Management), Retirement, Workplace Benefits and recommend changes and improvements as needed.
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Active Series 65 or Series 7 and Series 66 certification is required Preference will be given to candidates who hold the CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC ) designation, or Chartered Financial Analyst (CFA) designation, or those who are committed to obtaining these qualifications within a specified time frame.
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ISC’s team of Financial Services Recruiters is partnering with a prominent global Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments.
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BOK Financial has the unique ability to allow our Advisors the autonomy to focus on diverse service offerings, including our RIA offerings, banking solutions and/or our broker dealer options.
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Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors.
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Through its relationship with CUSO Financial Services, L. P. (CFS) Ardent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Philadelphia, PA area.
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Financial Oversight - Manages all financial information for the Investor Services Broker/Dealer, the FCAM RIA and SVB Wealth, LLC RIA, including the company's income statement and balance sheet.
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5+ years’ experience with a financial services or RIA firm working with UHNW clients. Experience various financial platforms including: Fidelity Wealth Central, Schwab Institutional, SalesForce, Addepar, Black Diamond, Envestnet/Tamarac, Orion, eMoney, and MoneyGuidePro.
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Extensive experience with FINRA and SEC regulations from an RIA (Registered Investment Advisor) or BD (Broker-Dealer) Supervise employees working on investment-related product offerings and ensure compliance across regulated entities (e.g. RIA, Broker-Dealer, Loan Brokering, Loan Servicing.
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Relevant Word Search: Sales Assistant, Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance Sales, Bankers, Finance, Retirement Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management, Series 7, Series 6.
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Keywords: Financial planning, wealth management, High Net Worth (HNW), eMoney, portfolio management, financial planning, estate plan, generational wealth, high net work, HNW, ultra high net worth, UHNW, CFP, retirement, tax planning, Risk Management, Insurance, retirement, cash flow.
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CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. Peninsula Community Federal Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Shelton WA area.
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Proficiency with tax return software (OneSource), financial systems, and tax research tools (CCH, RIA, BNA, etc). Signet Jewelers is the world's largest retailer of diamond jewelry, operating more than 2,800 stores worldwide under the iconic brands: Kay Jewelers, Zales, Jared, H.Samuel, Ernest Jones, Peoples, Banter by Piercing Pagoda, Rocksbox, JamesAllen.com and Diamonds Direct.
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