institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor... to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time...
CERTIFIED FINANCIAL PLANNER™ (CFP™) designation is a plus Series 65 license needed if you do not have CFP™ Life and Health... Classes taught in many colleges throughout metroplex RIA Acquisition Business planning and brokerage Real Estate Brokerage...
independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans..., at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off...
, etc.) Required Qualifications: Active Series 7, 63/65 (or 66) licenses along with Life, Accident & Health licenses Clean U-4 and Background Two... . CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs...
relationships with iCapital's largest clients, and prospects, within the RIA and Family Office channel. The Data Solutions team... subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave...
investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model... to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time...
Our client is a boutique RIA located in the Pasadena area managing $500+ mil AUM and servicing HNW clients over $1 mil...: $150,000-$175,000+ base salary depending on experience Full-time in office position Benefits: Annual bonus eligibility Health...
and/or accounting software systems. Knowledge of on-line research software (RIA, Westlaw). Proficiency using MS Office tools... Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first...
also be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans... by either contacting your recruiter or . 1 The Barron's 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory...
investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model... Must have excellent communication skills, and strong service ethic Preferences: Bachelor’s degree Life and Health Minimum of 2...