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With a passion for infusing her Filipino roots into every dish, Chef Ria masterfully embraces the rich and diverse flavors of the Philippines, seamlessly blending them with the modern American palate.
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This position is responsible for all finance functions within the Wealth Management department of the Bank. Oversees functions including First Citizens Investor Services Broker/Dealer and RIA, First Citizens Asset Management RIA, SVB Wealth, LLC, Private Wealth Advisory Services, Institutional Advisory Services, and the Private Client Group.
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Through our additional hospital and outpatient imaging center affiliations RIA supports seven level 1 or 2 trauma centers, a large oncology network, a liver/kidney transplant center, as well as active neurology/neurosurgery, women’s health, orthopedics, cardiac, thoracic, colorectal, urology, hepatobiliary, and gastroenterology programs.
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Overview: This position is responsible for all finance functions within the Wealth Management department of the Bank. Oversees functions including First Citizens Investor Services Broker/Dealer and RIA, First Citizens Asset Management RIA, SVB Wealth, LLC, Private Wealth Advisory Services, Institutional Advisory Services, and the Private Client Group.
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7+ years of experience in an investment analyst role with exposure to manager due diligence, portfolio allocation construction, and trading, preferably within an RIA. As a Registered Investment Advisor (RIA), Vicus Capital works together with advisors throughout the country to provide clients with elite service and cutting-edge advisory platforms.
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In this role, you’ll assist the Office of Supervisory Jurisdiction (OSJ) with supervision for custodian LPL Financial and manage compliance activities for IFG Advisory’s Registered Investment Advisor (RIA.
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FMEA, Equipment Capability, Safety (OSHA, RIA, ANSI Stds.) Job Segment: MIG Welding, Machinist, Welding, Fabrication, Metallurgy, Manufacturing. Lincoln Electric is the world leader in the engineering, design, and manufacturing of advanced arc welding solutions, automated joining, assembly and cutting systems, plasma and oxy-fuel cutting equipment, and has a leading global position in brazing and soldering alloys.
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Responsibilities: 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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Experience with Tax Research Systems (CCH, RIA, and/or BNA) required. The Sr. Tax Accountant will report to the Tax Director and will assist in the review of the Company's tax filings across various tax jurisdictions the Company operates in for indirect tax purposes.
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Experience with RIA Checkpoint, BNA tax research, PPC accounting and tax libraries is preferred. Audit Staff - Audit Senior Accountant - (Japanese Bilingual) - Remote. Experience with RIA Checkpoint, BNA tax research, PPC accounting and tax libraries is preferred.
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Qualifications: Bachelor's Degree and 10 years of experience in Brokerage Finance (Broker/Dealer), Registered Investor Advisors (RIA) OR High School Diploma or GED and 14 years of experience in Brokerage Finance (Broker/Dealer), Registered Investor Advisors (RIA) License or Certification Type: Finance and Operations Principal Series 27, 7, 63, and 24 Required, Series 53, 65/66 Preferred Skill(s): Knowledge of accounting, securities industry rules and regulations, and computer programming logic.
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Radiometric assay (e.g. radioligand binding, SPA, RIA), label-free technologies (dynamic mass redistribution cell impedance measurement), and/or cell imaging techniques would be an additional advantage.
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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.
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The Regional Vice President is responsible for growing our RIA referral platform. Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC.
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Prior experience within an asset management, investment management, RIA, or similar financial firm required. Cumberland Advisors seeks to add an experienced Full Stack Developer to work closely with the firm's Chief Innovation Officer.
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