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5 – 7+ years of financial planning experience with a broker-dealer, RIA, investment firm, law firm, or accounting firm. Juris Doctorate (JD), Master of Laws ( in taxation), CFP, or CPA highly desirable.
$90,300 - $164,700ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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RJA serves as a clearing broker-dealer and custodian for many of our affiliated broker dealer/ investment advisor subsidiaries, including RJFS and RJFSA. Additionally, RJA provides trade execution, custody, and clearing services to non-affiliated registered investment advisers and introducing broker-dealers through its RIA & Custody Services Division (RCS.
ExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Established and growing Multi-Billion dollar Independent RIA serving high net worth and ultra high net worth clientele seeks a Portfolio Operations Associate to manage portfolio accounting system, including account setup and maintenance, data integrity oversight, and client reporting.
$60,000 - $75,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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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.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Proficiency with tax software such as RIA, CCH IntelliConnect, BNA and/or Lexis Nexis. Proficiency with tax software such as RIA, CCH IntelliConnect, BNA and/or Lexis Nexis. Preparing or Reviewing U.S. federal and state tax returns high net worth U.S. citizens living abroad or U.S. residents holding non-US assets, and/or Foreign nationals holding US assets.
$70,200 - $115,900 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Demonstrates thorough knowledge and/or a proven record of success in tax compliance and consulting services for the real estate industry and tax research methods including but not limited to Westlaw, RIA and CCH.
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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.
$110,000 - $140,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Job Description The Opportunity Savvy Wealth is a technology-driven RIA shaping the future of wealth management. Partner with our user research and design teams to optimize the client experience and platform UI/UX.
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