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The ideal candidate will have experience in the financial services industry and preferred with an RIA, Custodian, or Broker Dealer. Former experience working with Schwab, Orion, Salesforce, and DocuSign is a plus.
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1 The Barron’s 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.
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2+ year of working in a financial servcies firm such as a broker/dealer or RIA. Be familiar with Product Knowledge and the Broker Dealer Back-office experience. Pershing queue management/task assignment.
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Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.
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Specializing in complex and high-risk machinery, our team helps our clients understand and comply with safety regulations, including OSHA, ANSI, NFPA, RIA, and EN/ISO requirements. Experience with industrial machine safety standards including OSHA/ANSI, RIA, NFPA and ISO/EU standards.
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Strong “generalist” understanding of the investment industry combined with more detailed knowledge of the RIA fee-based/advisory business. Solid experience in the IBD/RIA industry working with fee-based platforms and products as a financial services sales professional.
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Knowledge of SEC and RIA regulatory environments. Perform know-your-customer (“KYC”) and anti-money laundering (“AML”) analysis and assist the deal teams in preparing due diligence reports. Mange the process and consult with outside counsel and compliance consultants as directed on regulatory questions, filings and related matters, including Form ADV, Reg D, Form PF, FINRA filings, blue sky state filings, etc.
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Independent Broker/Dealer, Institution Services, RIA, Independent Advisors, Custom Clearing Services, and Financial Services. in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide.
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Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.
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By offloading middle office functions, collaborating to help them achieve their growth goals, and providing a best-in-class platform, Concurrent assists partner firms with streamlining the launch of their business in the RIA space and positioning them to best serve their clients in the evolving financial services field.
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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 1 month ago - UpvoteDownvoteShare Job
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5+ years of experience with an investment consulting/management firm, family office, or RIA required. Provide comprehensive financial planning and investment advisory services that collectively evaluate and plan for retirement, estate planning, risk management, insurance needs, tax planning strategies, and cash flow.
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Ability to implement industry safety standards into electrical and programming design for robot cells: i.e. UL, Robot Industry Association (RIA). Develop root level Allen-Bradley PLC and HMI control programs to interface with FANUC and/or KUKA robot control programs.
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As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. CFA or CFP certification. Series 65 or equivalent; clean U4.
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Our San Francisco headquartered RIA client is looking for a Client Relationship Manager with a CFP to be the main point of contact for the firm's existing and future clients to build long-term relationships.
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