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Minimum 3 to 5 years employment in a compliance role (strong preference for in-house experience at an RIA or compliance consulting firm working with hedge funds) Minimum 3 to 5 years employment in a compliance role (strong preference for in-house experience at an RIA or compliance consulting firm working with hedge funds.
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Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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This Servicing A dvisor opportunity is for an independent RIA that serves the wealth management needs of UHNW families and individuals. This role will support a Senior Wealth Manager, delivering financial planning and investment advice to clients, and upholding the commitment to integrity and excellence in service.
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Tax research experience (RIA) If you are a Tax Manager with 3-5+ years of experience in Public Accounting and you're looking for a position that offers a MUCH better quality of life, please send your resume to John. OGrady@CyberCoders.com to get the ball rolling.
Full-timeRemoteExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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The work is exact in nature and requires a very strong attention to detail.
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We are the largest RIA in the Pacific Northwest, headquartered in Seattle, with offices nationwide. From the very start, we have been an award-winning organization, from countless Best Places to Work awards - including Seattle Business Magazine's Best Companies to Work for 15 years in a row - to national and regional Community Impact awards, we pride ourselves in our culture and giving back to our community.
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Familiarity with Schwab Advisor Services or other RIA custodial platforms. Assist in the overall administration of the advisor and broker/dealer compliance programs. The Senior Advisory Operations Analyst will support the daily operations and compliance programs of GuideStone Advisors, an SEC registered investment advisor, and its affiliated broker/dealer.
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IICRC certifications, including WRT, AMRT, FRST, ASD, Master Restorer, OCT, CDS RIA certifications, including CR. IICRC certifications, including WRT, AMRT, FRST, ASD, Master Restorer, OCT, CDS RIA certifications, including CR.
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Financial Advisor needed in RIA space. We are an RIA, so we are unique to most other businesses as we don't work for anyone but the client. Job Location: Greensboro, NC, or Fully Remote.
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3+ years of experience in client service with an RIA or financial advisory practice. An independent financial advisor based in St Petersburg, FL is hiring a Client Service Associate to their growing team.
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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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Experience with tax research tools such as BNA and RIA. Experience with tax research tools such as BNA and RIA. Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team and create strategies to capitalize on changes to taxation legislation.
$90,000 a yearRemoteExpandUpdated 3 months ago - UpvoteDownvoteShare Job
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Work with Product, Design, and Engineering teams to develop, implement and deliver complex and strategic cross divisional initiatives
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Utilize your knowledge of investment advisory regulation, compliance, and the RIA business model. We serve more than 7,000 clients globally, through our solutions including ComplySci, RIA in a Box, National Regulatory Service (NRS) and illumis.
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5-7 years experience in financial services, including experience working with advisory firms such as a wholesaling role, insurance role, custodian role, breakaway recruiting role, or other related RIA M&A role.
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ria job in Dallas, TX
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