Advisor Compensation Associate
Job Title: Advisor Compensation AssociateCompany Overview: At Independent Financial Partners, we prioritize the advisor-client relationship and uphold the highest standards in offering personalized financial guidance. Our extensive network supports hundreds of…
Supervision Principal
Supervision PrincipalAbout IFPWe are a broker-dealer and RIA providing support to financial advisors in all areas of their business: compliance, technology, marketing, operations, practice management, and more. Our goal is to be the easiest and most frictionle…
Client Service Associate
Company Overview:K2 Financial Partners is a wealth management company based in Glendora, California. We pride ourselves on delivering personalized financial solutions to our valued clients. Our mission is to guide individuals and families toward their financia…
Data Architect
Key ResponsibilitiesDesign and implement a secure, scalable, and efficient data architecture on Azure, utilizing Azure Data Lake, Azure SQL Data Warehouse, and other PaaS offerings.Model complex datasets to support advanced financial reporting initiatives.Work…