- 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
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
- 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 4 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 9 days 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 9 days ago - UpvoteDownvoteShare Job
- Suggest Revision
The ideal candidate will have 5-7+ years of experience in wealth management having served in a similar role at a family office or RIA focused on high-net-worth clients, or within an investment associate role in private client services, private banking, and/or trust services.
Full-timeExpandUpdated Today - 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 4 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 4 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 4 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.
InternExpandUpdated Today - 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 9 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Client Onboarding and Integration: Serve as the dedicated RIA advocate, bridging internal teams, external third parties, and RIA customers. Expertise spanning the technical, operational, and regulatory aspects of the RIA landscape.
$124,000 - $170,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months 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 6 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Checchi Capital Advisers, LLC (“CCA”) is a quantitatively driven, independent Registered Investment Adviser (RIA) looking for a Senior Software/Data Engineer to join our talented and experienced team.
$100,000 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago
ria job in Los Angeles, CA
FEATURED BLOG POSTS
How to Fire an Employee
So… you've finally decided to let one of your employees go. Drafting the paperwork and corresponding with HR is the easy part, but knowing how to fire an employee is where things get complicated. In fact, it is one of the most challenging conversations to have in the workplace. However, it must be done, and it must be done with poise and tact. Not only should you keep your state law in mind, but you should also consider your former employee's wellbeing.
How Long Does it Take to Hear Back from a Job?
Are you applying for your very first job? Maybe you’re anticipating your termination from your current role and want to be proactive. Either way, waiting to hear back on your job application can be stressful. If time has passed since you applied, you may wonder how long does it take to hear back from a job. Well, the answer is... it depends.
How to Respond to a Recruiter Through Email? (Tips & Examples)
Rather than wading through an endless list of open roles, wouldn’t it be nice if relevant job opportunities come to you?
How to Reject a Candidate Professionally
When deciding on how to reject a candidate, your first question may be
How Does Salary Pay Work? (Compared to Hourly Pay)
At the bottom of each job advertisement, companies label a role as salaried or hourly. Both methods will get you paid (yay), but each in very different ways. So, it's essential to figure out how does salary pay work? While employees paid by the hour are paid based on how long they work, employers pay salaried employees a fixed amount.
The Quiet Quitting Phenomenon
The term, quiet quitting, was coined in 2009, but only now is it gaining traction as young Millennials and Gen Z workers are experiencing record levels of burnout. With the pandemic and the state of the economy, young employees are feeling the pressure. So, quiet quitting comes into effect when that pressure is exasperated by work stress and no managerial support.
How Does Salary Range Work (With Examples)
What are your salary expectations? Do you know? Establishing a salary that compensates you fairly and keeps you happy at work can feel like taking a shot in the dark. And employers sure don’t make learning budgets easy!