- UpvoteDownvoteShare Job
- Suggest Revision
The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with their clients.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Experience in a Registered Investment Advisor (RIA) setting highly regarded. Familiarity with APX, Black Diamond preferred;Genesis and Moxy a plus. Experience in a Registered Investment Advisor (RIA) setting highly regarded.
$60,000 - $65,000Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including Access, Prosystems and other tax related software. 4 – 7 years of tax, accounting or bookkeeping experience including accounts payable, accounts receivable, payroll, general ledger and financial reports.
$100,000 - $125,000 a yearExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Proficient in CCH Axcess tax software, Caseware, Microsoft Office applications, and expert in tax research software (Bloomberg BNA, RIA Checkpoint, Intelliconnect). Proficient in CCH Axcess tax software, Caseware, Microsoft Office applications, and expert in tax research software (Bloomberg BNA, RIA Checkpoint, Intelliconnect.
InternExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
CFS (Member / ) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. CFS (Member / ) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members.
ExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
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.
$75,000ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
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 24 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Our client, a growing RIA with over $1B in the wealth management division, is searching for an experienced Portfolio Manager to create and manage investment portfolios for their UHNW and HNW clients.
$140,000 - $190,000 a yearFull-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Prospecting RIA & Bank Trust clients within the selling group who have a desire to implement the use of alternative investments, specifically those with limited liquidity and low correlation to the traded markets.
$200,000 - $230,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
- Suggest Revision
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 10 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Proficient with CCH Axcess, Caseware, Quickbooks, CCH Intelliconnect, RIA Checkpoint, GoFileRoom and Microsoft Office. The Tax Director will provide tax compliance and tax consulting services for middle market businesses and high net worth individuals with a heavy concentration in Trusts and Estates.
$180,000 - $260,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Experience utilizing RIA, BNA, Lexis Nexis and/or Westlaw, preferred. Juris Doctorate degree, LLM and/or MST/MBT, preferred. Experience utilizing RIA, BNA, Lexis Nexis and/or Westlaw, preferred.
$76,000 - $160,000 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
- Suggest Revision
A Unique Opportunity at Miracle Mile Advisors – an award-winning independent RIA with an amazing culture and national footprint. The Director of Financial Planning will work with advisors to create customized and comprehensive financial plans for our larger clients, preparing and conducting seminars for clients, assistance with ongoing education and training of advisors, and providing additional support to our Wealth Strategist and Proposal team.
$100,000 - $115,000 a yearFull-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
- Suggest Revision
We have an aggressive growth plan for our pure RIA firm and are looking to build out our team with talent from the financial services industry. Person should be very proficient in technology used by the firm such as MS Excel, Word, and Outlook, Redtail, Morningstar, Orion, eMoney, GoToMeeting, and iRebal or be a quick study and not afraid of technology.
ExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Minimum of 1 year working at an RIA or broker-dealer, ideally in a support or operational role. RIA experience preferred. Our clients are ultra-high net worth individuals, families, and business owners who rely on our knowledge and white-glove service to support their daily needs.
$75,000 - $95,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago
ria job in Los Angeles, CA
FEATURED BLOG POSTS
How Many Hours is Part-Time vs. Full-Time Work?
Growing up you watched your parents shuffle to and from the office, held hostage to their 9 to 5. If jammed-packed schedules and deadlines sound frightening, you might consider pivoting your search to part-time jobs. In fact, even employers have shifted their preference, selecting more people open to the idea of flexible working hours.
How to Make a Job Offer More Competitive
Money alone makes it hard to attract and retain top-notch candidates, especially when you are competing with larger businesses and corporations in your industry. So, instead of focusing on money, figure out how to make a job offer more competitive when you can't offer more money.
5 Ways to Stretch Your Hiring Budget
Many businesses across the country have adjusted business operations to make it through the pandemic. After a period of hardship, many business owners, like yourself, are ready to start recruiting and rebuilding a bigger, more skilled workforce - only now you have to do it with a smaller hiring budget.
How to Ask for a Raise at Work
Here we go again; it’s time to talk money. Whether you’re one year in at a new company or approaching year five on the same team, learning how to ask for a raise should be part of your long-term career plan. These conversations are rarely fun (thanks to society, which has conditioned us to believe that money is taboo), but they are necessary if you want to, well, get paid what you’re worth. Trust us, there’s a lot of money on the table for taking. Below, we’ll discuss tips on timing, approach, and follow-up.
How to Maximize Action Verbs in Your Resume
Writing a resume that stands out takes more than using keywords and savvy formatting. It’s not just about having an impressive list of accomplishments. It’s also about how you position them using action verbs and deliberate word choice. So if you are looking for a way to craft a resume that stands out and gets calls back? Start by sprucing up your resume with captivating action verbs.
What is Your Desired Job Title?
You’ve decided to look for a new job. So now comes the question — what is your desired job title? There are lots of considerations to think through when deciding on the right title for your next role.
4 Things to Consider When Building a Global Workforce
The rise of remote work has given employers a unique chance to rethink how they approach workforce management. This ranges from rethinking the size and design of their office space to updating their tech stack to accommodate different working styles. It has created new opportunities for companies of all sizes to expand their hiring pool and look for top talent on a global scale.