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Obsidian Planning Solutions is a boutique Registered Investment Advisor (RIA) firm in Rockville, MD, specializing in a holistic Lifestyle Protector Program™ for individuals, business owners, and their families.
$100,000 - $130,000 a yearFull-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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A flexible, modern, technology-driven RIA platform on which to manage and grow their investment management practice via an AUM, Financial Planning Fees, and / or Commission Basis. For wealth managers serving entrepreneurial, small business, and family business clients, our dual RIA and broker-dealer structure empowers earning investment banking fees on client M&A liquidity events and then advising upon and managing the investment proceeds.
Full-timeExpandUpdated 23 days ago - UpvoteDownvoteShare Job
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Strong financial planning literacy and 3-5 years of experience in a client-facing financial advisory role at a broker dealer or RIA. This is your chance to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office.
$88,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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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 4 days ago - UpvoteDownvoteShare Job
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Pures financial planners generally are required to be CERTIFIED FINANCIAL PLANNERTM professionals (CFP), Certified Public Accountants (CPA), Chartered Financial Analyst (CFA), or to have at least five years of financial planning experience.
$125,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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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.
ExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Center for Financial Planning, Inc.® was founded in 1985 and is a Registered Investment Advisor (RIA) The final list is based on the following criteria: must be a registered investment adviser (RIA), affiliated with an independent broker-dealer (IBD), or a hybrid doing business through an RIA and must be in business for a minimum of one year and must have a minimum of 15 full-time/part-time employees.
Full-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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Brighton Jones, one of the country’s fastest-growing wealth management and tax firms, is looking for a Tax Manager (or experienced Senior Tax Associate ready to be a Tax Manager) to join the team and provide immediate positive service impact for individual income tax planning and compliance, fiduciary income tax planning and compliance, and related estate gift and charitable tax planning and compliance.
$80,000 - $125,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Choreo partners with CPA firms in four ways through its Choreo Partner Alliance program: sharing real estate, sharing revenue, providing education to the CPA firm’s employees and giving them an equity stake in the RIA. Acquired firms may take advantage of some or all components.
ExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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The Regional Vice President is responsible for growing our RIA referral platform. We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more.
ExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
ExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Familiarity with regulatory requirements and compliance, including RIA, in equity capital markets. New Investor Cultivation Participate in strategic planning with the EVP Client Services and the SVP Partner Solutions to set and achieve HNW capital raising goals.
Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Knowledge of back-office operations of a financial planning and investment management firm. 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.
ExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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CFP® (Certified Financial Planning) designation preferred. The successful candidate will be responsible for developing and maintaining relationships with our channel partners, with the focus on driving sales momentum for one of our financial planning teams.
$100,000 - $150,000 a yearFull-timeExpandUpdated 3 months ago - UpvoteDownvoteShare Job
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Utilize eMoney financial planning program and prepare financial plans. Execute trades in client accounts (Series 7 license preferred OR comparable experience at RIA firm) Finance, business, financial planning or other related degrees or concentrations preferred.
ExpandApply NowActive JobUpdated 9 days ago
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