RIA Investment Solutions Architect Remote
NewEdge Advisors
NewEdge Advisors is seeking an Investment Solutions Advocate in New Orleans. This client-facing role drives platform growth and supports advisor relationships, requiring expertise across the firm's investment offerings. The ideal candidate will have 5+ years in financial services, assisting independent RIA teams and creating tailored solutions for advisors navigating business transitions. Preferred candidates will be familiar with RIA custodians like Fidelity and Schwab, and hold advanced designations such as CFA or CFP. #J-18808-Ljbffr
Vacancy posted 15 hours ago
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