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- A financial consulting firm is seeking experienced Financial Advisors with a minimum of $30M AUM. You will receive enhanced back-office support, growth opportunities, and succession planning. Ideal candidates will be Registered Investment Advisors or Wealth Advisors looking...Suggested
Right Hire Consulting LLC
Los Angeles, CA2 days ago - ...RIA Financial Advisor Join a 10-year-old boutique wealth management firm founded by former major wirehouse advisors. The firm specializes in international HNW/UHNW clients and offers a unique multi-custodial platform with relationships across U.S., European, and Latin...SuggestedRemote workFlexible hours
The Misch Group
Miami, FL18 hours ago $70k - $100k
Financial Planner Our well-established and growing financial planning firm is seeking to add a Financial Planner to our team! Our firm has a proven marketing and operations system, which has allowed us to steadily increase our client base and attract additional...SuggestedChelsea Senior Living
Columbia, SC1 day ago- Job Description Job Description About Us Impact Financial is a growing, fee-only independent wealth management firm with significant opportunity for the right advisor. We are based out of Chicago and Boston but work virtually with most clients. We help clients manage...SuggestedRemote jobPart timeWork at officeLocal areaFlexible hoursShift work
Impact Financial LLC
Boston, MA3 days ago - A leading financial services firm is in search of experienced Registered Investment Advisors (RIAs) to manage client assets exceeding $30 million. This commission-based role allows independent advisors to remain in their current location while benefiting from extensive...Suggested
The Employee Connect
New York, NY5 days ago - Company Description Asset Management Group (AMG) is a fee-based, fiduciary registered investment advisory firm serving high-earning and high-net-worth families with increasingly complex financial lives. We provide integrated investment management and comprehensive financial...SuggestedFull time
- As a Financial Advisor (FA), you’ll be at the center of a dynamic and growing wealth management practice. Acting as a trusted partner to Senior Financial Advisors and their clients, you will help deepen client relationships, support business development, and deliver exceptional...SuggestedLocal area
$130k - $150k
Founded in 2019, Nayya is on a mission to connect people’s most important information, so they can thrive in their health and wealth. Powered by AI and advanced analytics, Nayya’s platform transforms complex benefits experiences into intuitive, seamless, and ongoing interactions...SuggestedWork at officeRemote workFlexible hoursNayya
New York, NY3 days ago- Job Description Job Description JOB DESCRIPTION POSITION TITLE: Resource & Information Advocate/Victim Advocate FT/PT: Full time (35+ hours per week, may include some evenings and weekends) CLASSIFICATION: Non-Exempt - Salaried PAY GROUP: ...SuggestedFull timeWork at officeAfternoon shift
Family Rescue
Chicago, IL23 days ago - ...is a growth-oriented role. Our ideal candidate is someone familiar with investment and insurance compliance who seeks to work in an RIA where they can grow into the role of Chief Compliance Officer. We also expect the CCO to evolve and help develop the entire compliance...Suggested
Blue Ridge Wealth
Knoxville, TN5 days ago $114.73k - $155.22k
A financial services firm is looking for a senior Lending Manager to lead the strategy and execution of advisor lending programs. The role requires 8+ years of relevant experience and a Bachelor's degree in Finance or related fields. Responsibilities include overseeing...SuggestedThrivent Financial
New York, NY3 days ago$144k - $261k
...executing the business development, relationship management and sales strategy for T. Rowe Price across the Registered Investment Advisor (RIA) and Regional Bank channels within an assigned geographical territory. This includes promoting the distribution of TRPIS/TRPA...SuggestedFull timeContract workWork experience placementLocal areaRemote workT. Rowe Price
United States1 day ago- Search Services in Houston, Texas is looking for an experienced Paraplanner to support Advisors and clients through financial planning preparation, account servicing, and operational support. This role emphasizes client relationship management in a collaborative environment...Suggested
- ...CORPORATION is seeking a professional to own the end-to-end onboarding and implementation experience for Registered Investment Advisor (RIA) firms. This role involves designing structured acclimation programs and delivering training to ensure operational readiness and long...Suggested
State Street Corporation
Fort Worth, TX17 hours ago - ...Job Purpose The RIA External Consultant is responsible for creating new and managing existing relationships in the Independent Registered Investment Adviser channel to increase Jackson Sales in the given territory. This is accomplished through meetings, seminars, campaigns...SuggestedWork at officeRemote work
The Jackson National Life Insurance Company
Nashville, TN1 day ago - ...Apex Fintech Solutions UK Ltd. is seeking a Director, Head of RIA Portfolio Management to oversee all portfolio management operations for sub-advisory clients. This senior leadership role involves executing daily trading workflows, ensuring compliance with securities regulations...
Apex Fintech Solutions UK Ltd.
New York, NY4 days ago - ...THE ROLE We are hiring a Relationship Associate to help grow Allocate's partnerships with RIAs and wealth advisory firms. Based in the Midwest, you will cover firms across the country. The role sits at the heart of how Allocate works with wealth advisory firms. You will...Remote work
Allocate Holdings Inc.
Chicago, IL1 day ago $110k - $188.75k
...RIA Regional Consultant – Mid‑Atlantic – VP2 We are currently hiring for a distribution role within State Street Investment Management's Client Coverage Group. This position is part of our U.S. Wealth team and is focused on building and expanding relationships with...Temporary workCurrently hiringRemote workState Street Corporation
United States4 days ago- About the job CJM Wealth Advisers is seeking a talented and dedicated Processing/Operations/Admin to join our Operations/Admin Department. This role provides vital support to our Financial Planners, Co-Planners, and their direct associates in delivering an exceptional ...Work at office
CJM Wealth Advisers, Ltd.
Falls Church, VA2 days ago $200k - $240k
...presence in the US independent wealth channel. This team develops and manages relationships with iCapital’s largest clients in the US RIA channel, and this role will be instrumental in growing and expanding the firm’s presence and client base. This individual will be...Full timeWork at officeRemote workiCapital
New York, NY4 days ago$80k - $100k
San Blas Securities, a full-service investment bank, is looking for a Compliance Supervisor to support regulatory and compliance efforts. This full-time position is based in Chicago and involves managing compliance training programs and document supervisory activities....Full timeSan Blas Securities
Chicago, IL1 day ago- The Guardian Life Insurance Company of America is seeking a Head of Wealth Management Marketing to drive the strategic direction and execution of marketing for the Wealth Management division. This visionary leader will oversee a high-performing team and shape the long-...
The Guardian Life Insurance Company of America
New York, NY4 days ago - A leading investment company is seeking a Compliance Manager with over 8 years of relevant experience in financial services. The role involves supporting the General Counsel US on compliance and regulatory matters, managing compliance programs, and advising on legal issues...Flexible hours
ACC - Association of Corporate Counsel
Boston, MA4 days ago $170k - $200k
...("ISS") and its foreign affiliates. The CCO acts as the designated compliance officer for ISS, a U.S.-registered investment adviser (RIA) under the Investment Advisers Act of 1940 (Advisers Act). The CCO is accountable for ensuring the firm's ongoing adherence to applicable...WorldwideFlexible hoursInstitutional Shareholder Services
Rockville, MD1 day ago$120k
Forgent is looking for a lead advisor in Fairfield, CT. This key hire will own client relationships and deliver cash-flow-based financial plans without business development responsibilities. The firm emphasizes coaching and partnership, with competitive compensation, including...$110k - $188.75k
State Street is seeking a RIA Regional Consultant (VP2) to build and expand relationships within the Mid-Atlantic region. The role focuses on sales activation with Registered Investment Advisory firms and Bank Trust organizations. Candidates should possess a Bachelor’s...Remote workState Street Corporation
Charlotte, NC5 days ago$82k - $117k
...RIA Integration Manager As an RIA Integration Manager, you'll lead the full lifecycle of bringing newly acquired Registered Investment Advisor (RIA) firms into our organization. From the moment a deal is signed through full integration, you'll act as the central point...Cetera Financial Group
Dallas, TX17 hours ago- ...for a Chief Compliance Officer. The CCO will oversee the regulatory compliance for a rapidly growing Registered Investment Advisor (RIA), engaging with the SEC and ensuring comprehensive compliance measures are in place. The ideal candidate should possess deep RIA compliance...
InforCapital, partnership
Dallas, TX4 days ago - A dynamic and fast growing RIA ($40B+ AUM) is looking for a SR. CLIENT DEVELOPMENT MANAGER to make an immediate impact by developing new business for the private wealth group. The ideal SR. CLIENT DEVELOPMENT MANAGER will bring a demonstrated history of success in client...Immediate start
$250k
...attention we’d want for our own families. Position Title: Experienced Independent Financial Advisor or Registered Investment Adviser (RIA) Seeking Growth Platform or Succession Solution Location: United States (Remote-friendly | Hybrid options in multiple states)...Immediate startRemote workFlexible hours
