Financial Services Leadership & Staff
Senior Tax Manager
Newport Beach, CA
A Wealth Management private firm is looking to add a Senior Tax Manager to their leadership team. Do you have the experience of corporate, business and personal taxes, as well as working with clients? This role might be for you, we are looking to introduce candidates who are excited for growth and the Financial Services industry. CPA required.
CPA required
Compensation: $150-200K base, potential for equity
Insurance Specialist
remote
RIA firm is looking to bring on an Insurance Specialist to help the Investment Advisors add risk management to their planning. Working with a growing firm of 20+ advisors, there is a big opportunity to help clients in multiple facets of their planning.
5-10+ years of experience in risk management
Life, Accident & Health license
Compensation: negotiable, pending experience
Investment Analyst
Schaumburg, IL
A successful Investment Analyst will review client’s statements, analyze their current positions, their risk tolerance, and be able to provide recommendations that will help implement the investment components of the overall financial plan Build or run out the investment reports in MorningStar or Y Charts that act as suitability documents to back up the rational of the recommendations Review asset allocations, asset location, distribution strategies as well as ways to mitigate a client’s tax burden when in the distribution phase of a financial plan
Series 7/66
CFA strongly preferred - or pursuing
In office opportunity
Compensation: $75-120k base