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Full Time Ria Firm Jobs in Arizona (NOW HIRING)

Osaic

Sr Analyst, Hybrid IA Compliance

Scottsdale, AZ · Remote

$90K - $100K/yr

Open to Qualified Remote Applicants in the United States Role Type: Full-time Salary: $90,000 ... Ensure compliance with Firm and industry regulations. * Identify and share best practices or ...

Osaic

Sr Analyst, Hybrid IA Compliance

Scottsdale, AZ · Remote

$90K - $100K/yr

Open to Qualified Remote Applicants in the United States Role Type: Full-time Salary: $90,000 ... Ensure compliance with Firm and industry regulations. * Identify and share best practices or ...

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Full Time Ria Firm information

What is the difference between Full Time Ria Firm vs Registered Investment Advisor?

AspectFull Time Ria FirmRegistered Investment Advisor
CredentialsTypically requires SEC or state registration, CFP, or CFA certificationsSame credentials often required, including CFP or CFA
Work EnvironmentOffice-based, client-facing, advisory servicesSimilar, client meetings, portfolio management, compliance
Employer & Industry UsageRia firms are registered entities providing advisory servicesLegal designation for firms or individuals offering investment advice

Both roles involve providing investment advice and require similar credentials. A Full Time Ria Firm is a registered entity offering advisory services, while a Registered Investment Advisor is a legal designation for firms or individuals in the industry. The main difference lies in the context: one refers to the firm, the other to the registration status.

What are the most commonly searched types of Ria Firm jobs in Arizona? The most popular types of Ria Firm jobs in Arizona are:
What cities in Arizona are hiring for Full Time Ria Firm jobs? Cities in Arizona with the most Full Time Ria Firm job openings:
Full Time Ria Firm jobs near you
Tax Associate

Tax Associate

Mission Wealth Management LP

Scottsdale, AZ • On-site

$75K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 8 days ago

Job description

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Tax Associate to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! Our ideal candidate is a Tax professional with hustle and a couple of years of experience working in a tax role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to tax strategy. If you can articulate your proven success in a tax support role, we want to hear from you, ASAP!

The Tax Associate provides dedicated support to the tax preparation team and works closely with the wealth advisors to provide tax-centric documents and planning support to high-net-worth families. This position requires flexibility, excellent verbal and written communication skills, and attention to detail.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

Day-to-Day as a Tax Associate

  • Work with a high-performing & growth-oriented team
  • Speak your mind, have your voice heard, innovate, and streamline existing processes
  • Grow yourself personally and professionally with the support of your team
  • Assist with preparing federal and multi-state individual and trust income tax returns.
  • Learn and effectively utilize tax preparation software to continually learn, share knowledge with team members, and enhance the quality of service to clients.
  • Review documents and tax returns for accuracy.
  • Perform tax technical research.
  • Coordinate and communicate with other team members to perform job functions.
  • Other various assigned projects associated with tax and wealth services.

What You Bring as a Tax Associate:

  • Bachelor’s degree in accounting or related field
  • Knowledge of tax laws and concepts
  • Familiarity with Form 1040 and/or Form 1041
  • Strong technical skills
  • Attention to detail and ability to take initiative to meet deadlines
  • Strong communication skills (written/verbal) and professionalism
  • Ability to work independently and remain flexible as priorities change
  • Proficient in Microsoft Office – Word, Excel, Outlook, and PowerPoint
  • Excellent organizational skills, ability to multitask, detail-oriented
  • Able to navigate a fast-paced environment with a positive attitude

Job Type: Full-time, salaried non-exempt

Location: This position is based out of our Scottsdale or Houston office. This is an in-office position.

Salary: $75,000, plus annual bonus paid in quarterly increments

Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.