Wealth Advisor
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Through extensive marketing and lead generation programs, the firm will spend ~$300,000 annually ...
Wealth Advisor
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Through extensive marketing and lead generation programs, the firm will spend ~$300,000 annually ...
Financial Analyst
Scottsdale, AZ · On-site
$80K - $90K/yr
Experience within an RIA, wealth management firm, or financial services environment.Familiarity with fee-based advisory business metrics, AUM reporting, or revenue-per-advisor analysis.Exposure to ...
New
Quick apply
Financial Analyst
Scottsdale, AZ · On-site
$80K - $90K/yr
Experience within an RIA, wealth management firm, or financial services environment.Familiarity with fee-based advisory business metrics, AUM reporting, or revenue-per-advisor analysis.Exposure to ...
New
Financial Analyst
Scottsdale, AZ · On-site
$80K - $90K/yr
Experience within an RIA, wealth management firm, or financial services environment. * Familiarity with fee-based advisory business metrics, AUM reporting, or revenue-per-advisor analysis. * Exposure ...
New
Financial Analyst
Scottsdale, AZ · On-site
$80K - $90K/yr
Experience within an RIA, wealth management firm, or financial services environment. * Familiarity with fee-based advisory business metrics, AUM reporting, or revenue-per-advisor analysis. * Exposure ...
New
Market Leader RIA
Phoenix, AZ · Hybrid
$110K - $120K/yr
By delivering the combined power of our distinctive investment management capabilities, we provide ... firm's most current workplace model, which as of October 1, 2025, includes spending at least four ...
Market Leader RIA
Phoenix, AZ · Hybrid
$110K - $120K/yr
By delivering the combined power of our distinctive investment management capabilities, we provide ... firm's most current workplace model, which as of October 1, 2025, includes spending at least four ...
Trading Associate
Scottsdale, AZ · On-site
... RIA), investment management firm or broker/dealer * Excellent interpersonal and verbal/written skills * Strong commitment to detail with excellent organization and prioritization skills * Self ...
Trading Associate
Scottsdale, AZ · On-site
... RIA), investment management firm or broker/dealer * Excellent interpersonal and verbal/written skills * Strong commitment to detail with excellent organization and prioritization skills * Self ...
Trading Associate
Scottsdale, AZ · On-site
$65K - $75K/yr
... RIA), investment management firm or broker/dealer * Excellent interpersonal and verbal/written skills * Strong commitment to detail with excellent organization and prioritization skills * Self ...
Trading Associate
Scottsdale, AZ · On-site
$65K - $75K/yr
... RIA), investment management firm or broker/dealer * Excellent interpersonal and verbal/written skills * Strong commitment to detail with excellent organization and prioritization skills * Self ...
... management, and compliance-focused support. You will partner with Advocacy and Supervision ... firm policies, procedures, and regulatory expectations while contributing to a collaborative ...
... management, and compliance-focused support. You will partner with Advocacy and Supervision ... firm policies, procedures, and regulatory expectations while contributing to a collaborative ...
... management, and compliance-focused support. You will partner with Advocacy and Supervision ... firm policies, procedures, and regulatory expectations while contributing to a collaborative ...
... management, and compliance-focused support. You will partner with Advocacy and Supervision ... firm policies, procedures, and regulatory expectations while contributing to a collaborative ...
Partner across the firm on strategic projects, cross-divisional committees, and task forces as ... Maintain accurate records, document actions for managed areas, and support budgetary processes as ...
Partner across the firm on strategic projects, cross-divisional committees, and task forces as ... Maintain accurate records, document actions for managed areas, and support budgetary processes as ...
Tax Manager (Private Wealth Management)
Phoenix, AZ · On-site
$110K - $144K/yr
The firm manages over $9.2 billion of client capital and is widely recognized as one of the leading ... Minimum 5 years of experience in public accounting or an RIA-based tax environment * Prior ...
Tax Manager (Private Wealth Management)
Phoenix, AZ · On-site
$110K - $144K/yr
The firm manages over $9.2 billion of client capital and is widely recognized as one of the leading ... Minimum 5 years of experience in public accounting or an RIA-based tax environment * Prior ...
Account Services Specialist
Scottsdale, AZ · On-site
... RIA), investment management firm or broker/dealer * Excellent interpersonal and verbal/written skills * Strong commitment to detail with excellent organization and prioritization skilks * Self ...
Account Services Specialist
Scottsdale, AZ · On-site
... RIA), investment management firm or broker/dealer * Excellent interpersonal and verbal/written skills * Strong commitment to detail with excellent organization and prioritization skilks * Self ...
Account Services Specialist
Scottsdale, AZ · On-site
$75K - $85K/yr
... RIA), investment management firm or broker/dealer * Excellent interpersonal and verbal/written skills * Strong commitment to detail with excellent organization and prioritization skilks * Self ...
Account Services Specialist
Scottsdale, AZ · On-site
$75K - $85K/yr
... RIA), investment management firm or broker/dealer * Excellent interpersonal and verbal/written skills * Strong commitment to detail with excellent organization and prioritization skilks * Self ...
*Remote* Tax Senior in the US
Tempe, AZ · On-site +1
$70/hr
Big 4 firm experience preferred * Computer proficiency with software programs such as RIA Checkpoint, UltraxTax, Workpapers, Practice Management, QuickBooks, Microsoft Excel and Microsoft Word.
*Remote* Tax Senior in the US
Tempe, AZ · On-site +1
$70/hr
Big 4 firm experience preferred * Computer proficiency with software programs such as RIA Checkpoint, UltraxTax, Workpapers, Practice Management, QuickBooks, Microsoft Excel and Microsoft Word.
Registration and Licensing Consultant
Phoenix, AZ · On-site
$50K - $60K/yr
Relationship Management: Build and maintain strong, positive relationships with financial ... firm. * Customer Service: Deliver high-quality customer service by addressing concerns and ...
Registration and Licensing Consultant
Phoenix, AZ · On-site
$50K - $60K/yr
Relationship Management: Build and maintain strong, positive relationships with financial ... firm. * Customer Service: Deliver high-quality customer service by addressing concerns and ...
Registration and Licensing Consultant
Phoenix, AZ · On-site +1
$50K - $60K/yr
Relationship Management: Build and maintain strong, positive relationships with financial ... firm. * Customer Service: Deliver high-quality customer service by addressing concerns and ...
Registration and Licensing Consultant
Phoenix, AZ · On-site +1
$50K - $60K/yr
Relationship Management: Build and maintain strong, positive relationships with financial ... firm. * Customer Service: Deliver high-quality customer service by addressing concerns and ...
Registration and Licensing Consultant
Phoenix, AZ · On-site
$50K - $60K/yr
Relationship Management: Build and maintain strong, positive relationships with financial ... firm. * Customer Service: Deliver high-quality customer service by addressing concerns and ...
Registration and Licensing Consultant
Phoenix, AZ · On-site
$50K - $60K/yr
Relationship Management: Build and maintain strong, positive relationships with financial ... firm. * Customer Service: Deliver high-quality customer service by addressing concerns and ...
Registration and Licensing Consultant
Phoenix, AZ · On-site
$50K - $60K/yr
Relationship Management: Build and maintain strong, positive relationships with financial ... firm. * Customer Service: Deliver high-quality customer service by addressing concerns and ...
Registration and Licensing Consultant
Phoenix, AZ · On-site
$50K - $60K/yr
Relationship Management: Build and maintain strong, positive relationships with financial ... firm. * Customer Service: Deliver high-quality customer service by addressing concerns and ...
... with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM") * Manages projects by ... Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process ...
... with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM") * Manages projects by ... Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process ...
... with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM") * Manages projects by ... Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process ...
... with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM") * Manages projects by ... Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process ...
Reviewing research findings and ensure conclusions are consistent with firm policies and ... Experience with tax research tools (Bloomberg BNA, RIA Checkpoint, etc.) and tax preparation ...
Reviewing research findings and ensure conclusions are consistent with firm policies and ... Experience with tax research tools (Bloomberg BNA, RIA Checkpoint, etc.) and tax preparation ...
Manager Ria Firm information
What is the difference between Manager Ria Firm vs Financial Advisor?
| Aspect | Manager Ria Firm | Financial Advisor |
|---|---|---|
| Credentials | Series 7, 66, or 65 licenses, CFP certification often preferred | Series 7, 66, or 65 licenses, CFP certification common |
| Work Environment | Manages firm operations, oversees advisors, compliance | Provides personalized financial planning and investment advice |
| Employer & Industry | Ria firms, financial services industry | Independent or firm-based financial advisory firms |
While both roles require similar licenses and certifications, a Manager Ria Firm oversees the firm's operations and compliance, whereas a Financial Advisor focuses on client financial planning and investment advice. The Manager Ria Firm role is more managerial and administrative, while the Financial Advisor role is client-facing and advisory-focused.
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 Manager Ria Firm jobs?
Cities in Arizona with the most Manager Ria Firm job openings:
$300K/yr
Full-time
Retirement
Re-posted 6 days ago
Job description
Overview
Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage relationships with high net worth clientele including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.
No portable book of business required
Clear track toward granted equity
Highlights
- Through extensive marketing and lead generation programs, the firm will spend ~$300,000 annually per new advisor to drive ~200 client meetings a year, with an average close rate of 30%
- Onboard high net worth clientele through an extensive financial planning process and continue to serve as the Lead Wealth Advisor
- The Firm has been growing consistently year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.
- Compensation
- $125,000-$150,000 base salary, moving to a revenue based compensation once base is exceeded
- Perpetual revenue share on any existing clients in addition to the base salary (not required)
- Clear and well-trodden path toward being granted equity within 2-3 years. W2, 401k match, excellent benefits.
Requirements
- CFP, CPA, CFA or JD
- 5+ years experience leading relationships with high net worth clientele
About Leah Yosef International
Sourced by ZipRecruiter
Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.
Industry
Recruiting and staffing services
Company size
11 - 50 Employees
Headquarters location
Long Beach, NY, US
Year founded
2017