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, 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...
, 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...
, 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...
, 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...
salary of $81,500-$106,000 and is bonus eligible Benefits for Full-Time roles: Health, Dental and Vision Insurance, 401... Strong understanding of, state, and local tax laws and regulations Tax research experience utilizing RIA Checkpoint/CCH...
RIA or CCH. MINIMUM QUALIFICATIONS: 1-3 years of corporate tax, public accounting or related experience Rewarding... and vision coverage. Health care and dependent care spending accounts. Short- and long-term disability. Life insurance...
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...
an annual salary of $81,500-$106,000 and is bonus eligible Benefits for Full-Time roles: Health, Dental and Vision Insurance... or a related field Strong understanding of, state, and local tax laws and regulations Tax research experience utilizing RIA...
, 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...