Investment Advisor Assistant

Leads a team responsible to perform compliance testing and monitoring inspections. Supports the development, implementation, and maintenance of compliance processes within the testing and monitoring compliance functions. Forms strong partnership with Compliance and Risk partners. Serves as a trusted advisor to the business and provides oversight of regulated...

Job DescriptionJob DescriptionInvestment AnalystAbout 4AIR Ventures – SAF Fund:4AIR, the industry leader focusing on aviation sustainability solutions created 4AIR Ventures, a Sustainable Aviation Fuel (SAF) investment fund. The fund will aim to increase the use and accessibility of SAF, enabling aviation operators and others to access a steady, long-term...

Job DescriptionJob DescriptionInvestment AnalystAbout 4AIR Ventures – SAF Fund:4AIR, the industry leader focusing on aviation sustainability solutions created 4AIR Ventures, a Sustainable Aviation Fuel (SAF) investment fund. The fund will aim to increase the use and accessibility of SAF, enabling aviation operators and others to access a steady, long-term...

Investment AnalystAbout 4AIR Ventures - SAF Fund:4AIR, the industry leader focusing on aviation sustainability solutions created 4AIR Ventures, a Sustainable Aviation Fuel (SAF) investment fund. The fund will aim to increase the use and accessibility of SAF, enabling aviation operators and others to access a steady, long-term supply of SAF to reduce their...

The Opportunity Fortitude Family Office is looking for an experienced wealth & tax advisor to join our team. This role will be responsible for taking ownership of all aspects of the client engagement; interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all Fortitude’s services –...

Job Description:Job DescriptionAt Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the next...

Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”.Leverages internal and external resources to achieve client objectives in such areas as Investment...

Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”.Leverages internal and external resources to achieve client objectives in such areas as Investment...

Seaside Wealth Management- Lead Wealth Advisor Seaside Wealth Management, a dynamic financial planning and wealth management firm, is seeking a Lead Wealth Advisor to assist us in our mission. We are a small, yet mighty, team and our guiding light is the service to our clients. From the person at the front desk through our firms owner, we go out of our way...

Job Description Job Title: Automotive Service Advisor / Writer Location:   7225 E. Williams Dr., Scottsdale, AZ 85255 Job Overview: As an Automotive Service Advisor / Writer with Christian Brothers Automotive, you are the person that our guests look to when they need help with their vehicle. You are the person that our guests see every time they make...

Job Description Job Title: Automotive Service Advisor / Writer Location:   8700 E. Thomas Rd., Scottsdale, AZ 85251 Job Overview: As an Automotive Service Advisor / Writer with Christian Brothers Automotive, you are the person that our customers look to when they need help with their vehicle. You are the person that our customers see every time they...

Overview We are a rapid growing RIA seeking a Wealth Planner to join our team. We specialize in providing sophisticated investment management and wealth planning solutions to high-net worth individuals, families, business owners, and corporate executives. At Ashton Thomas Private Wealth, we care about our people. We are a Registered Investment Advisor (RIA),...

Overview We are a rapid growing RIA seeking a Wealth Planner to join our team. We specialize in providing sophisticated investment management and wealth planning solutions to high-net worth individuals, families, business owners, and corporate executives. At Ashton Thomas Private Wealth, we care about our people. We are a Registered Investment Advisor (RIA),...

Overview We are a rapid growing RIA seeking a Wealth Planner to join our team. We specialize in providing sophisticated investment management and wealth planning solutions to high-net worth individuals, families, business owners, and corporate executives. At Ashton Thomas Private Wealth, we care about our people. We are a Registered Investment Advisor...

We have an immediate need for an Estate Planning Paralegal for a 3-month contract. We are open to either a 1099 or W-2 seasonal arrangement, and compensation will depend on experience.**Duties and Responsibilities**: - Preparing trusts, wills, POAs, deeds, and LLCs AZ and out-of-state. - Coordinating with clients, banks, financial advisors and insurance...

Job DescriptionJob DescriptionQualifications6 -10 years of experience in accounting for private credit, venture capital, or public equity fundsExperience interacting with 3rd party fund administrators, as well as “Big Four” audit and tax firms.Strong knowledge of US GAAP for investment / portfolio companies, as well as accrual accountingProficient in...

Job DescriptionJob DescriptionWe have an immediate need for an Estate Planning Paralegal for a 3-month contract. The compensation will depend on experience.Estate Planning Paralegal to draft trusts, wills, POA's, deeds and LLC documents. The ideal candidate will have an eye for detail, excellent typing, writing, editing & phone skills, and work well...

Job DescriptionJob DescriptionWe have an immediate need for an Estate Planning Paralegal for a 3-month contract. We are open to either a 1099 or W-2 seasonal arrangement, and compensation will depend on experience.Estate Planning Paralegal to draft trusts, wills, POA's, deeds and LLC documents. The ideal candidate will have an eye for detail, excellent...

Company DescriptionHeadquartered in Scottsdale, Arizona - IDX is a quantitative research and alternative investment firm specializing creating rules-based investment strategies for volatile asset classes.This focus on risk management has made IDX one of the fastest-growing digital asset managers among Institutions, Family Offices, and Registered Investment...

**Equitable Advisor's Wealth Management Leadership Program** We value your ambition. Equitable Advisors is currently seeking someone to join our team as a Wealth Management Advisor position to fast track their career. As a Equitable Advisors Financial Professional, you will: - Go through our Leadership Development School, Management Development School, and...