- Vanguard (Malvern, PA)
- Vanguard has a Registered Investment Advisor ( RIA ) Sales Strategist position open in our Financial Advisor Services (FAS) team. The RIA Sales ... positioned within one of FAS's main distribution groups, the RIA Channel Management team. This high-octane team is responsible...supporting channel data and analytics priorities . As an RIA Sales Strategist, you will get routine exposure to… more
- JPMorgan Chase (New York, NY)
- …all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash ... with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Robert Half Finance & Accounting (New York, NY)
- …client requires 8+ years Investment and Broker Dealer Compliance experience within a Registered Investment Advisor ( RIA ), with strong knowledge of ... + 8+ years Investment and Broker Dealer Compliance experience within a Registered Investment Advisor ( RIA ) + Strong knowledge of SEC, FINRA and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Salary: Up to $149,000 + Bonus Company Details: Our client is a planning-first Registered Investment Advisor ( RIA ) with offices nationwide, managing ... wealth transfer planning Requirements + Minimum 4 years of experience at an RIA or similar firm working directly with high-net-worth clients + CFP designation… more
- The Hartford (Wayne, PA)
- RIA Sales Consultant - 87SY5E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working ... HI, WY, NM, AK Overview of the role: The RIA Sales Consultant is responsible for directing sales efforts...becoming a detailed expert in articulating Hartford Funds' specific investment strategies and being a key driver in optimizing… more
- Raymond James Financial, Inc. (IL)
- …Head of Research and Due Diligence, Product Gatekeepers and Platform Heads. + Expand investment exposure within the RIA channel by placing RJIM ETFs and Funds ... professional with established, meaningful relationships across professional buyers in the RIA marketplace. They should be well-known and respected by key… more
- Neuberger Berman (IL)
- The RIA Client Advisor is responsible for furthering the growth of NB's platform through strategic relationship building and business development initiatives ... focus cities include Chicago, Detroit, Minneapolis, Milwaukee, and Columbus. The RIA Client Advisor must possess excellent interpersonal, organizational, and… more
- Aristotle Capital Management (Newport Beach, CA)
- … Investment Services, LLC, are affiliated organizations. Each is an independent investment adviser separately registered under the Investment Advisers Act ... Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio… more
- Robert Half Finance & Accounting (Marin County, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Wealth Advisor at a RIA . This is a full-time permanent role based in ... and competitive perks. Responsibilities: + Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and … more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …performance reporting and billing Alternative Investments + Maintain alternative investment transaction records, valuations, and capital statement reconciliations + ... Requirements + 1-2 years of experience in wealth management operations at an RIA , brokerage, or family office + Advanced proficiency with Microsoft Excel + Basic… more
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