(Microsoft Suite, Google Workspace) - Proficiency with tax research tools (CCH, RIA, and BNA) Preferred Qualifications - CPA..., and location. Amazon also offers comprehensive benefits including health insurance (medical, dental, vision, prescription, Basic...
About Trek Financial & Base Camp Trek Financial (Trek) is a fast-paced SEC-registered RIA with nearly 30 years... Investment Advisor (RIA), we trade individual equities, ETFs, fixed income securities, and manage firm-wide models. This position...
Role Overview: Our client is a privately owned, independent SEC RIA (Registered Investment Advisory) firm serving... Health savings account contributions Wellness and lifestyle benefits Charitable giving programs...
tools (CCH, RIA, and BNA) Bonus Points CPA or MS in Tax Experience with large data set analysis and summarization... on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health...
strong relationships with key decision makers and tell a compelling Ameritas Retirement Plans story. Key markets include RIA, broker/dealer.... For your time: Flexible Hybrid work. Thrive Days - Personal time off. Paid time off (PTO). For your health and well-being...
tools (CCH, RIA, and BNA) Bonus Points CPA or MS in Tax Experience with large data set analysis and summarization... on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health...
for our clients around the world! What is the Registered Investment Advisor (RIA)/Bank Trust (BT) team responsible for? The... Registered Investment Advisor (RIA)/Bank Trust (BT) team sits within the Private Wealth Division, one of the fasting growing...
, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the.... 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...
Preferred (not required): Progress toward CFA®, CFP®, or CIPM designation Experience working in a growing RIA or investment... Employer-paid Health, Dental, and Vision insurance premiums for individuals and families Employer HSA contributions Employer...
% with a discretionary supplemental contribution Health & wellbeing benefits Parental Leave benefits Employee stock purchase plan... Service Manager to support our fast-growing SMA business supporting broker dealers and RIA intermediaries...