. On top of all that, the RIA Services department offers a hybrid work schedule, so you will be able to work from home... on Wednesdays and Fridays. We’re looking for an advisory consultant for the RIA Services department to join our ranks. As the...
of experience in alternative investment operations within an RIA, wealth management firm, Fund Administrator or asset management...'s or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state...
Capital Area Planning Group LLC is a registered investment advisor (RIA) based in Washington, DC, providing financial... plus 10 paid holidays 401(k) retirement plan with 3% automatic employer contribution Health care stipend Professional, Fun...
Management, especially in alternative investments, model portfolios, and RIA aggregators Proven ability to develop a robust... total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement...
management, RIA operations, or financial planning Strong understanding of key financial planning concepts - i.e. differences... in a growing or boutique RIA environment Personal Attributes Proactive, accountable, and committed to doing work...
Develop and maintain organizational KPIs that allow leaders to monitor and improve the health of our business Build, analyze... organization and RIA AUM as of December 31, 2023. We are an equal opportunity employer and support workforce diversity. No...
operational strategy, execution, and risk management of the firm’s broker-dealer and RIA businesses. This role oversees day-to-day...-on leadership of all operational functions supporting the broker-dealer and RIA, including: Trade operations and processing Client...
related experience required. Preferred: 7+ years of experience in compliance, audit, or risk management within an RIA... mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs...
. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental... - deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm...
Capital Area Planning Group LLC is a registered investment advisor (RIA) based in Washington, DC, providing financial... plus 10 paid holidays 401(k) retirement plan with 3% automatic employer contribution Health care stipend Professional, Fun...