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- ...Investment Operations Manager Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financial advice to our clients with one simple...SuggestedWork at office
Valeo Financial Advisors LLC
Meridian, ID5 days ago - ...fast-paced environments and manage multiple priorities. Preferred Qualifications Experience within a registered investment adviser (RIA), institutional asset manager, or fiduciary investment environment. Familiarity with portfolio accounting, reporting, and data...SuggestedRemote work
$90k - $100k
...clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). Your Future Team Hightower’s Overlay Management team owns daily trade prioritization, execution, and monitoring to ensure client...SuggestedPermanent employmentTemporary workWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours- ...Job Responsibilities: Collaborate with internal sales channels to proactively position our private credit solutions through our RIA, wire house, and independent broker-dealer partners. Educate RIA clients and financial intermediaries on private credit strategies...Suggested
- ...Exposure to alternative investments and advanced private wealth management Experience working in a Registered Investment Advisor (RIA) environment Education & Experience: Bachelor's degree in Finance, Economics, Accounting, or a related field Minimum of 3 years...SuggestedWork at office
$100k - $150k
...the sales team to help close new business by communicating investment insights and product positioning to Financial Advisors across RIA, wirehouse, and IBD channels.* Develop into a client-facing specialist, representing the firm on calls and presentations with financial...SuggestedLocal areaFlexible hours- Senior Investment Analyst page is loaded## Senior Investment Analystlocations: RIA-Overland Park, KStime type: Full timeposted on: Posted Todayjob requisition id: R8437*We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here...SuggestedLocal areaVisa sponsorshipWork visa
- ...diligence across a wide range of traditional and alternative strategies. The ideal candidate will have a background as an allocator within a RIA, family office, or institutional plan environment and is comfortable operating within a small, high performing research team with a...SuggestedWork at office
$175k - $225k
...level of care combined with deep expertise in wealth and legacy planning, investments, and trust and estate services. Offering both RIA (Registered Investment Advisor) and trust services, LNW is committed to providing clients with unbiased, independent guidance and solutions...SuggestedFull timeContract workWork at officeImmediate startRemote workFlexible hours- Deals & Moves: Modern Wealth Expands Into Chicago; EP Wealth Adds California RIA Deals & Moves: Modern Wealth Expands Into Chicago; EP Wealth Adds California RIA In addition, Kestra snags an ex-Raymond James advisor and $5 billion RIA Sowell hires investment and M&A leaders...SuggestedWork at office
- ...who share a spirit of generosity. * The position is part of the US Intermediaries (USI) business unit and will report to the Head of RIA Alternative Investment Specialists* This role is directly responsible for distribution of alternatives products, and will work closely...SuggestedRemote work
- ...acquired practices. This role combines M&A expertise and execution excellence to drive Farther's acquisition strategy within the RIA space. You will be responsible for evaluating and executing M&A opportunities with retiring advisors and RIA firms. Support end-to...Suggested
$125k
Experienced M&A/Project Management Professional Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure...SuggestedFull time$26.7 - $40.36 per hour
...client, Financial Advisor, and partner firm contact information including the processing of all changes partner’s broker dealer and/or RIA changes. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor’s Degree or equivalent experience Minimum 2 years of...SuggestedHourly payWork at officeRemote work- Title: Registered Investment Advisor (RIA) Location: Nationwide (U.S.) Pay: Commission-based, typically around 1% of assets under management Job Description: Our client, a leading financial services firm, has ongoing opportunities for Registered Investment Advisors across...SuggestedWork at officeFlexible hours
$90k - $150k
....00/yr Direct message the job poster from GemHarvest Executive Recruiting Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide Overview Boutique Independent RIA seeks an Associate Financial Advisor to collaborate...Full timeWork at office- ...the team that serves them. Our commitment to clients has earned recognition by Barron's and Forbes, listing us among the nation's top RIA firms. Job Description Cresset is seeking an Associate, Wealth Advisor (AWA) to join Cresset's wealth management team. The AWA...Full timeTemporary workInternshipWork at officeLocal area
- ...products, private strategies, ETFs, and any other future Thornburg products to financial advisors and professional buyers focusing on RIA's and Bank Trusts to drive sale growth. Additionally, members of the Private Wealth team will work closely across TIM including, the...WorldwideFlexible hours
$75k - $125k
Empirical is an independent RIA managing over $9 billion in AUM and operating with offices in Washington, Oregon, California, Alaska, and Texas. Empirical provides financial guidance and execution of an integrated strategy of investments + tax + financial planning to high...Work experience placementWork at office$105k
Cascade Financial Partners is a growing, independent, partner-led RIA serving high-net-worth families through a fiduciary approach to financial planning, investment management, and multigenerational wealth strategies. We value collaboration, precision, and client focus—...Full time- ...Wealth Advisor Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how...Work at officeImmediate start
$110k - $130k
...advanced degree or CFA/CAIA designation is a positive. Minimum 5+ years of experience in alternative investment operations within an RIA, wealth management firm, Fund Administrator or asset management environment. FINRA Series 7 & 63 (must be obtained within 60/90 days...Local areaFlexible hours- ...experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work, Cresset is guided by long-term relationships, shared success, and a belief...Full timeTemporary workInternshipWork at officeLocal areaFlexible hours
- ...comprehensive wealth and legacy planning, investment management, and trust and estate services. As both a Registered Investment Advisor (RIA) and trust company, LNW is majority-owned by the Laird Norton Company, one of the oldest family enterprises in the U.S., and its...Work at officeFlexible hours
- ..., NJ $70,000.00-$80,000.00 1 day ago New Brunswick, NJ $50,000.00-$75,000.00 3 weeks ago Wealth Advisor/Strategist w/ CFP and book - RIA, Family Office, Holmdel, NJ $100,000.00-$150,000.00 6 days ago Financial Advisor - Borough Park/Brooklyn, NY Manalapan, NJ $140,000.0...Full timeInternshipWork at office
$175k - $240k
...Demonstrated ability to confidently present to large audiences, including industry conferences. Knowledge of financial advisor and RIA landscape. Proven ability to collaborate cross-functionally with sales teams and subject-matter experts. Flexibility and adaptability...Remote workFlexible hours$70k - $80k
...clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). As a Billing Analyst, you will be responsible for assisting with the accurate termination of accounts related to advisory fee...Permanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hoursHighTower Advisors
Chicago, IL5 days ago$200k - $230k
...Partners, Benefits Street Partners, and Lexington Partners. The Director, Alternative Investments, will be focused on prospecting for RIAs utilizing alternative investments in the RIA, Family Office & Bank Trust clients . Strong partnering skills with internal colleagues...Work at officeLocal areaFlexible hours$112.3k - $149.7k
...just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018‑2025) based on prior 12‑month data through June 30), we support more than...$160k - $180k
...Description:**Adhesion Wealth is a leading provider of outsourced investment management solutions for registered investment advisors (RIAs). Adhesion Wealth empowers advisors with the ability to build their own multi-manager (UMA) strategies, access SMA strategies and...Work at officeFlexible hours
