in their downtown Portland, Maine office. HeadInvest is a fast-growing RIA (Registered Investment Advisor) firm helping... range of $65,000 to $85,000 Bonus and profit sharing Generous PTO Retirement plan with match Medical, Dental, Vision Health Savings Account...
and individual tax expertise; and Experience in the following software programs a plus: RIA Checkpoint, UltraTax, Engagement Manager... to life-long learning and supportive in getting all staff appropriate formal training. The firm offers subsidized health...
and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief..., at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off...
with recordkeeping partners and service support of broker dealer and RIA clients. Responsible for ad hoc and ongoing project work... services and products innovation company Competitive Compensation/Total Reward Packages that include: Health Benefits...
institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor... competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee...
) licenses along with Life, Accident & Health licenses Clean U-4 and Background Two or more years of sales experience in the... FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions...
broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment... offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching...
, and/or RIA Checkpoint. CPA license. Previous client planning experience. Exposure to international tax, trusts, and estates...). Comprehensive health insurance coverage. 401(k) with matching contributions up to 4%. Dental and Vision insurance. Short and Long...
investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model... Expertise: Supervise activity within the Advisory and RIA business models Review of full discretion and advisory fee credits...
management and rebalancing, as well as how RIA investment advisors 'work Critical thinker that possesses strong-problem-solving... subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave...