IAR

IAR Finance Jobs

176 jobs found

RIA Registered Investment Advisor fiduciary Standard

Zentech Consulting Tampa, FL

12d ago

$150k+/yr Full time Advisor CFP Client Relations

Advisor CFP Client Relations

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Job Description

Experienced fiduciary Investment Advisor needed in Tampa to guide near-retirees and retirees under the RIA standard.

Responsibilities

Provide fiduciary guidance aligned with RIA standards, ensuring recommendations are in the clients' best interests.
Develop comprehensive retirement-focused financial plans covering income strategies, asset allocation, and risk management.
Conduct thorough reviews of client financial situations, including assets, liabilities, tax considerations, estate structures, and retirement income needs.
Advise on retirement income strategies such as income investing, withdrawal sequencing, Social Security optimization, and tax-efficient distributions.
Build and manage diversified portfolios aimed at long-term wealth preservation and income generation.
Monitor portfolio performance and execute proactive rebalancing based on market conditions and client objectives.
Stay informed on market trends, economic conditions, and regulatory developments that may influence investment approaches.
Implement risk-managed strategies prioritizing capital preservation and sustainable income for retirees.
Collaborate with clients and external professionals such as CPAs, estate attorneys, and tax advisors for integrated planning.
Provide guidance on estate planning considerations including wills, trusts, beneficiaries, and wealth transfer strategies.
Advise on tax-efficient investing, required minimum distributions, and retirement account planning.
Foster long-term client relationships through regular reviews and proactive communication.
Educate clients on diversification, retirement income planning, tax considerations, and risk management.
Maintain meticulous records of client interactions, investment decisions, and compliance in line with RIA requirements.

Requirements

Proven experience in investment advisory, wealth management, or financial planning, preferably within an RIA or fiduciary environment.
Strong understanding of retirement income planning, asset allocation strategies, and fiduciary investment practices.
Working knowledge of securities regulations, tax planning concepts, estate planning strategies, and retirement planning frameworks.
Proficiency with financial planning and portfolio management software.
Strong analytical and quantitative skills with the ability to interpret complex financial data.
Exceptional client relationship and communication skills with a consultative advisory approach.

Benefits

Health insurance
Opportunity to join a growing fiduciary wealth management advisory team
Collaborative and client-centered work environment

Position Overview

Seeking an experienced, client-focused Investment Advisor to provide comprehensive guidance to individuals nearing retirement or already retired.
Role aligns with the Registered Investment Advisor fiduciary standard, placing client interests first while delivering disciplined investment strategies.
Partner with clients to design and manage long-term financial plans that prioritize income stability, capital preservation, tax efficiency, and sustainable withdrawal strategies.
The ideal candidate understands retirees' unique challenges, including income planning, longevity risk, healthcare costs, estate planning, and market volatility, and communicates with clarity and integrity.
Requires strong financial expertise, excellent client relationships, and a deep commitment to fiduciary responsibility, transparency, and personalized advice.

Pay

From USD 150,000 per year

Work Location

Onsite in Tampa, FL

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Financial Fiduciary Advisor - Series 65

Roberts Wealth Management Biloxi, MS

14d ago

$70k - $110k/yr Full time Marketing 65 Advisor

Marketing 65 Advisor

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Job Description

Roberts Wealth Management, a Biloxi, MS based firm, is seeking a Financial Fiduciary Advisor to join on site. This role guides clients toward their financial goals while benefiting from the support of an in-house marketing team and dedicated client liaisons, with a high-volume meeting schedule that emphasizes fiduciary service and clear, professional communication.

Responsibilities

Support clients in achieving their financial objectives.
Provide first-class service to both clients and advisors.

Requirements

Series 65 license required
Life insurance license required
Bachelor's degree in Finance, Business, or related field preferred
Proven experience in financial planning or wealth management
Strong understanding of investment products and financial markets
Excellent communication and interpersonal skills
Ability to work independently and as part of a team

Benefits

Dental insurance
Health insurance
Life insurance

Experience

Financial Planning and Sales: 5 years (Required)

Job Type

Full-time

Pay

$70,000 - $110,000 per year

Work Location

On-site in Biloxi, MS

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RIA Registered Investment Advisor fiduciary Standard

Zentech Consulting Tampa, FL

18d ago

$150k+/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

Zentech Consulting seeks an experienced Investment Advisor to provide comprehensive financial guidance for individuals nearing retirement or already retired, operating under the Registered Investment Advisor fiduciary standard. This onsite role in Tampa, Florida prioritizes client interests, emphasizes income‑focused planning, and applies disciplined investment strategies tailored for retirees.

Responsibilities

Deliver fiduciary guidance aligned with prevailing RIA standards, ensuring every recommendation serves the client's best interests.
Create holistic retirement‑oriented financial plans, covering income strategies, asset allocation, and risk management.
Perform thorough reviews of client finances, including assets, liabilities, tax matters, estate structures, and retirement income needs.
Advise on retirement focused approaches such as income investing, withdrawal planning, Social Security optimization, and tax‑efficient distributions.
Design and oversee diversified portfolios aimed at long term wealth preservation and income generation.
Track portfolio performance and adjust allocations proactively in response to market shifts and client goals.
Conduct ongoing research on market trends, economic conditions, and regulatory developments that may influence investment strategies.
Implement strategies that prioritize risk management, capital preservation, and sustainable income streams for retirees.
Collaborate with clients and external professionals such as CPAs, estate attorneys, and tax advisors to ensure integrated planning.
Advise on estate planning considerations including wills, trusts, beneficiary planning, and wealth transfer strategies.
Provide guidance on tax‑efficient investing, required minimum distributions (RMDs), and retirement account planning.
Build lasting client relationships through regular financial reviews and proactive communication.
Educate clients on topics such as portfolio diversification, retirement income planning, tax considerations, and risk management.
Maintain meticulous records of client interactions, investment decisions, and compliance documentation in accordance with RIA requirements.

Requirements

Demonstrated experience in investment advisory, wealth management, or financial planning, ideally within an RIA or fiduciary setting.
Strong understanding of retirement income planning, asset allocation strategies, and fiduciary investment practices.
Practical knowledge of securities regulations, tax planning concepts, estate planning strategies, and retirement planning frameworks.
Proficiency with financial planning and portfolio management software.
Strong analytical and quantitative abilities with the capacity to interpret complex financial data.
Exceptional client relationship and communication skills with a consultative advisory approach.

Benefits

Health coverage
Opportunity to join a growing fiduciary wealth management team
A collaborative, client‑focused work environment

Position Overview

Zentech Consulting seeks a seasoned, client‑centric Investment Advisor to deliver thorough financial guidance to individuals approaching retirement or already retired. This role adheres to the Registered Investment Advisor fiduciary standard, placing client interests first while delivering disciplined investment strategies. The advisor will partner with clients to develop and manage long‑term plans that emphasize income stability, capital preservation, tax efficiency, and sustainable withdrawal strategies. The ideal candidate understands retirees' unique financial challenges, including longevity risk, healthcare costs, estate planning, and market volatility, and communicates with clarity and integrity. This onsite position is based in Tampa, FL and requires strong financial expertise, excellent client relationships, and a firm commitment to fiduciary responsibility and transparent, personalized advice.

Pay

Annual base salary: USD 150,000.

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Financial Fiduciary Advisor - Series 65

Roberts Wealth Management Mandeville, LA

1mo ago

$80k - $110k/yr Full time 65 Advisor Client Relations

65 Advisor Client Relations

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Job Description

About the Firm

Roberts Wealth Management is a family owned advisory firm operating since 2000. With a team of more than 40 professionals, we serve thousands of families across the United States. Our motto, "No Worries Today, You are part of the Roberts Wealth Family," reflects our commitment to delivering exceptional financial services with a caring approach to wealth management.

Role Overview

In the Financial Fiduciary Advisor position, you will play a pivotal role in guiding clients toward their financial goals. We are looking for a talented individual to join our team in a collaborative, client-focused environment.

Qualifications

Series 65 license required
Life insurance license required
Bachelor's degree in Finance, Business, or a related field preferred
Proven experience in financial advising or wealth management
Strong understanding of investment products and financial markets
Excellent communication and interpersonal skills
Ability to work independently and as part of a team

Experience

Financial Planning and Sales: 5 years (Required)

Compensation

Annual salary: $80,000.00 - $110,000.00 per year

Benefits

Dental insurance
Health insurance
Life insurance

Employment Details

Job Type: Full-time
Schedule: 8 hour shift
Supplemental Pay: Bonus opportunities
Work Location: In person
Location: Mandeville, LA 70448

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Fund Finance and Intermediary Payments Specialist

Deloitte Tampa, FL

1mo ago

$93k - $173k/yr Full time Asset Management Budgeting & Forecasting CFA

Asset Management Budgeting & Forecasting CFA

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Job Description

Location: Tampa, FL 33602

Are you an experienced technology professional who thrives in a collaborative environment? In the role of a Fund Finance and Intermediary Payments Specialist, you’ll bring forward innovative ideas and collaborate on client projects as a consultant with fewer travel demands. This opportunity is with Deloitte under our Project Delivery Talent Model (PDM), a framework designed for sustained, onsite client service delivery. Recruiting for this role closes on March 31 st, 2026.

The Team

Our Finance Transformation team serves as trusted advisors to CFOs, finance leaders, and executive stakeholders. We leverage Deloitte’s broad capabilities and insights to deliver innovative, market-driven solutions. Our mission is to modernize finance functions, enhance financial and operational performance, manage financial and audit risks, drive organizational change, and help clients become strategic business partners within their organizations. Our Finance Operate offering ensures continuous operation of the finance function, extending the capabilities of our Finance Transformation Advising and Implementing portfolio.

What you’ll do

Oversee the workflow for allocating fund expenses, prepare data for 15c profitability reporting, and ensure accuracy for board and regulatory deliverables.
Coordinate reimbursement and expense payment processing, ensuring correct coding, alignment with budgets, and controlled payment release with authorized sign-off.
Lead annual budgeting cycles and conduct run-rate revenue analyses to confirm funds’ financial viability.
Own and refine the expense accrual methodology; centralize and standardize accrual processes for efficiency.
Direct invoice validation and approval; partner closely with business managers for payment reviews and sign-offs.
Implement and optimize technology transitions (procure-to-pay platform, invoice validation, analytics dashboards).
Support and enhance profitability analytics, scenario planning (“what-if” analyses), and ongoing enhancements leveraging AI/CFO Insights.
Ensure robust process and policy documentation with improvements focused on timing, ownership, training, knowledge transfer, and audit readiness.
Oversee team resource allocation and mitigate key-person risk by strengthening cross-training and documentation.

Qualifications

Bachelor’s degree, preferably in accounting, finance, or a related field; or equivalent professional experience
4+ years of experience in fund finance, fund operations, or asset management
Proven ability to manage allocations, budgeting, profitability reporting, and regulatory support
Strong understanding of accounting systems, Excel, scenario analysis, and workflow automation
Experience leading teams in global (US/India) operational models; adept at documentation and process improvement
Excellent organizational, communication, and project management skills
Limited immigration sponsorship may be available
Ability to travel 10%, on average, based on the work you do and the clients/industries you serve

Preferred credentials

CPA, CFA, or other advanced financial credentials

Analytical / Decision Making Responsibilities

Ability to manage multiple projects and prioritize tasks into actionable work products
Capability to work independently or with minimal supervision
Strong written and verbal communication skills
Ability to deliver technical demonstrations

Compensation

The wage range for this role reflects the broad factors considered in determining compensation, including but not limited to skill sets, experience, training, licensure and certifications, and other business needs. The disclosed range has not been adjusted for geographic differential associated with the location where the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the r

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ERP Developer

MVP Disc Sports Marlette, MI

23h ago

$26 - $26/hr Full time API Integrations Developer ERP

API Integrations Developer ERP

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Job Description

The ERP Developer role at MVP Disc Sports focuses on designing, customizing, and maintaining the company’s ERP system, with NetSuite preferred and other platforms considered. The position requires API integrations, BI enhancements, and cross-functional collaboration. It is a full-time, onsite role based in Marlette, Michigan, with a hybrid work arrangement.

Location and Compensation

Location: Marlette, MI (hybrid)

Work arrangement: Onsite, full-time

Hourly rate: USD 26 per hour

Responsibilities

Create and maintain custom scripts, workflows, and automations to streamline operations across inventory, order fulfillment, and finance.
Tailor dashboards, saved searches, forms, and user roles to support high SKU volume and cross-functional workflows.
Develop and manage API integrations with e-commerce platforms, shipping providers, and 3PL partners.
Enhance business intelligence tools, including KPI dashboards and reports, for improved forecasting and operational insight.
Monitor ERP performance and promptly troubleshoot issues to ensure uptime and reliability.
Perform ongoing maintenance, apply updates, and clean data to support scalability and efficiency.
Document workflows, customizations, and integrations clearly.
Provide technical support to internal users across Production, Sales, Warehouse, and Accounting.
Deliver training sessions and develop resources to boost user adoption and efficiency.
Translate business needs into ERP enhancements through continuous collaboration and communication.
Manage user access and role-based security to protect critical data.
Review system activity logs and ensure compliance with accounting standards and data protection practices.
Collaborate with Finance, Operations, Manufacturing, IT, and Sales to drive automation and process improvement.
Serve as the internal ERP subject-matter expert and coordinate with third-party consultants when needed.

Requirements

Bachelor’s degree in Information Technology, Computer Science, Business Systems, or equivalent experience.
Proven experience administering and customizing an ERP platform, with NetSuite strongly preferred.
Familiarity with ERP scripting (SuiteScript or similar), SQL, JavaScript, and API integrations.
Strong understanding of inventory management, BOM structures, and multi-channel operations.
Excellent troubleshooting, problem-solving, and communication skills.
Willingness to work onsite full-time, Monday–Friday, 9:00 a.m. to 5:00 p.m.
Must be seeking a long-term, non-contract position; remote, hybrid, or project-based arrangements are not considered.

Technologies

NetSuite
SAP
Oracle
Microsoft Dynamics
Acumatica
SuiteScript
SQL
JavaScript
Shopify
NetSuite SuiteCommerce
Advanced Revenue Management (ARM)

Benefits

401(k)
401(k) matching
Dental insurance
Employee discount
Health insurance
Paid time off
Parental leave
Vision insurance

Education and Qualifications

Bachelor’s degree in Information Technology, Computer Science, or Business Systems, or equivalent professional experience.

Application Questions

Are you legally authorized to work in the United States without the need for current or future employer sponsorship?
This is a full-time, onsite position in Marlette, MI, and relocation assistance is not provided. Are you able to meet this requirement?
This is a full-time, long-term position. We are not considering contractors, project-based work, or remote arrangements. Are you seeking a full-time, onsite role?
Do you have any felony charges or convictions? If yes, please explain.
How would you rate your experience with customizing ERP workflows, scripts, or saved searches?
Please describe your hands-on experience administering or developing within an ERP system (NetSuite preferred). Include specific tasks such as scripting, workflow automation, saved searches, integrations, or user support, and your level of responsibility.

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ERP Developer

Robert Half Grand Rapids, MI

3d ago

$110k - $130k/yr Full time APIs Developer ERP

APIs Developer ERP

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Job Description

Robert Half is seeking an ERP Developer to join its onsite team in Grand Rapids, Michigan. This role centers on maintaining and enhancing ERP systems, building custom applications that interface with the ERP platform, and delivering end-user training within a collaborative environment, with opportunities to pursue process improvements and broader system integrations. The position offers an annual salary of USD 110,000 to 130,000.

Responsibilities

Provide comprehensive support for the ERP system, ensuring stable operation and rapid resolution of end-user issues.
Design and maintain web applications that integrate smoothly with the ERP platform.
Develop and deliver training materials to educate users on ERP functionalities and custom applications.
Collaborate with users to identify opportunities for system improvements and implement effective solutions.
Offer technical support for integrated applications and ensure cross-system compatibility.
Lead project management tasks, including defining requirements, drafting scope documents, and mapping business processes.
Conduct gap analyses to identify enhancement opportunities and outline strategies to address them.
Create and manage SQL queries, stored procedures, and reports to meet business needs.
Integrate ERP systems with third-party applications to optimize workflows and functionality.
Monitor project timelines and ensure adherence to the software development lifecycle.
Demonstrate advanced knowledge of ERP systems and related business processes; Oracle R12.2.13 experience is preferred.
Proficiency in PL/SQL, JavaScript, and PHP for development and integration work.
Develop and optimize queries, procedures, and reports using SQL.
Leverage full life cycle software development experience, including requirements gathering and process documentation.
Familiarity with Oracle APIs and integration techniques.
Communicate effectively with end users and stakeholders to ensure alignment and adoption.
Demonstrate a proven ability to manage projects and deliver solutions on time.
Educational requirement: Bachelor’s degree in a related field or equivalent work experience; at least five years of programming and ERP support experience.

Requirements

Advanced knowledge of ERP systems and related business processes.
PL/SQL, JavaScript, PHP, and SQL proficiency.
Experience with Oracle APIs and integration techniques.
Full life cycle software development experience, including requirements gathering and process documentation.
Excellent communication and interpersonal skills.
Proven project management abilities with a track record of timely delivery.
Bachelor’s degree in a related field or equivalent work experience.
Minimum of five years programming and ERP support experience.