Senior Ria Firm Jobs in New York (NOW HIRING)

Company Description Top 15 Public Accounting Firm Responsibilities include but are not limited to ... Working knowledge of Tax research tools (CCH or RIA) * Ability to manage multiple projects ...

RIA Enterprise Market Leader Location: Remote - West About DWS: Today, markets face a whole new set ... Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can ...

Kforce's client, a long-standing, well-respected New York City-based CPA firm (approximately 35 ... BNA and RIA Preparation of corporate, individual, partnership, fiduciary and other tax returns ...

Serve as a senior point of escalation for client service requests referred by advisors and junior ... firm policy and applicable regulatory requirements for a federally registered RIA. * Escalate ...

... the firm's growth. Your Impact * Serve as a senior, advisor-facing resource for ad-hoc ... RIA, wirehouse, or multi-asset team. * A proven "coach" mentality with the diplomatic skills ...

The Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA ... The firm oversees more than $2.7 billion in client assets and is recognized for its customized ...

As Sr. Brokerage Operations Manager, you'll be the licensed principal of record for trading ... at an RIA custodian, broker-dealer, or clearing firm) * Series 7, 64 and 24 licenses * Deep ...

As Sr. Brokerage Operations Manager, you'll be the licensed principal of record for trading ... at an RIA custodian, broker-dealer, or clearing firm) * Series 7, 64 and 24 licenses * Deep ...

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office ... RIA) with responsibility for market views and portfolio communication. * Deep fluency in ...

As Sr. Brokerage Operations Manager, you'll be the licensed principal of record for trading ... at an RIA custodian, broker-dealer, or clearing firm) * Series 7, 64 and 24 licenses * Deep ...

... the firm's growth. Your Impact * Serve as a senior, advisor-facing resource for ad-hoc ... RIA, wirehouse, or multi-asset team. * A proven "coach" mentality with the diplomatic skills ...

... the firm's growth. Your Impact * Serve as a senior, advisor-facing resource for ad-hoc ... RIA, wirehouse, or multi-asset team. * A proven "coach" mentality with the diplomatic skills ...

The Opportunity We're looking for a mid-level Financial Advisor / Senior Client Service Associate ... an RIA, wealth management firm, private bank, or similar. * Based in, or willing to relocate to ...

Background in a wirehouse, independent broker‑dealer, bank, or RIA environment. * Financial ... firm. For more information on Beacon Pointe's wealth advisory services, please visit: www ...

Background in a wirehouse, independent broker-dealer, bank, or RIA environment * Financial planning ... firm. For more information on Beacon Pointe's wealth advisory services, please visit: www ...

Minimum 6 years tax experience in a public accounting firm * 2+ years of supervisory experience ... Preferred competence with tax compliance and research software (GoSystems, CCH Axcess, CCH, RIA)

Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Own the firm's security master: reference data, corporate actions, and golden-source resolution ...

Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Own the firm's security master: reference data, corporate actions, and golden-source resolution ...

Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Own the firm's security master: reference data, corporate actions, and golden-source resolution ...

... RIA technology stacks, or institutional wealth solutions. • Experience with AI-driven tools for ... Suncap Technology is a staffing firm that provides recruiting and financial staffing services.