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6 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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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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Underwriting Consultant - Disability Insurance

MassMutual Boston, MA Remote

23d ago

$93k - $122k/yr Full time Broker Relations Consultant Disability Insurance

Broker Relations Consultant Disability Insurance

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Job Description

The Opportunity

This role targets an experienced Individual Disability Income (DI) Underwriter who values sound judgment, decision making authority, and meaningful work. You will underwrite complex DI cases from start to finish, partnering closely with the field while maintaining the independence needed to make high quality decisions. The environment is fast paced, varied, and grounded in solid underwriting fundamentals, with real autonomy and trust in your expertise. Location: Remote in Boston, MA 02112. The role is 100 percent remote and can be performed from anywhere in the United States.

The Team

Join a close knit, seasoned DI underwriting group where collaboration is genuine. Underwriters here lean on one another, share perspectives, and respect different approaches to risk. Our culture emphasizes resilience, open communication, and comfort with ambiguity. We are undergoing a broader digital transformation, including a future underwriting system upgrade. Transparency matters to us, and we are investing in the long term evolution of how underwriting gets done.

The Impact

Your work directly affects outcomes for customers, distribution partners, and the business. Your underwriting judgment will be heard, respected, and relied upon. This position is for underwriters who want to continue refining their craft, stay close to the work, and grow through complexity, while being supported by leadership that understands DI underwriting and values long term expertise.

Key Responsibilities

Underwrite individual disability income cases end to end, applying sound judgment to accept, modify, or decline risk across medical, occupational, and financial dimensions.
Partner closely with agents, brokers, and field partners to clearly explain decisions and facilitate thoughtful placement of business.
Balance quality underwriting decisions with service expectations, exercising discretion in a fast paced environment.
Collaborate with peers and stakeholders to gather information, assess risk, and continuously improve underwriting outcomes and processes.
Demonstrate the ability to work independently amid ambiguity while contributing to a collaborative, relationship driven underwriting culture.

The Minimum Qualifications

High school diploma or GED
5+ years of proven success underwriting disability insurance in a fast paced work environment
$7K+ approval authority in disability insurance underwriting

The Preferred Qualifications

Bachelor’s degree
8+ years of proven success underwriting individual disability insurance in a fast paced work environment
Approval limits of $10K+ IDI, $15K+ BOE, $250K+ Buy/Sell without a second signature
Business Overhead and Buy Sell disability underwriting
Third party distribution, bank, or wire house underwriting experiences
Industry exams completed, i.e. ALU 101, 201, 202, LOMA, ALMI, FMLI, ALU, FALU, DIA, DIF
Demonstrated knowledge of all aspects of risk selection (medical, non medical, financial)
Ability to think critically, problem solve using data to drive toward resolution
Positive, inclusive, agile, and collaborative mindset
Strong verbal and written communication skills

What to Expect as Part of MassMutual and the Team

Regular meetings with the DI Underwriting Team
Focused one on one meetings with your manager
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability focused Business Resource Groups
Access to learning content on Degreed and other informational platforms
Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-Remote #LI-JA1

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Director, Research and Portfolio Strategy

Vicus Capital State College, PA

26d ago

$115k - $150k/yr Full time Alternatives Asset Allocation Bloomberg

Alternatives Asset Allocation Bloomberg

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Job Description

Location and work arrangement

The position is based at our headquarters in State College, Pennsylvania 16801. Relocation assistance is not provided, and remote work is not available for this role.

Who we are looking for

We seek a candidate with a genuine passion for investing and a commitment to managing money for clients rather than relying on models alone. This role will join our investment committee, so prior experience in investment allocation decisions is essential, preferably within an RIA environment. Candidates should be able to cite examples of overweighting and underweighting asset classes such as growth versus value, large cap versus small cap, international versus domestic equity, and equity versus fixed income. Investment ideas are generated both independently and collaboratively, with a culture that encourages challenging and defending investment theses.

What you are seeking

As a focused analyst with a talent for asset allocation decisions, you aim to have a larger voice in portfolio management and influence across multiple investment strategies. You want to participate actively in portfolio construction discussions and contribute as part of a small, focused team dedicated to helping individual clients achieve their financial futures.

Position summary

The Director, Research and Portfolio Strategy will lead the investment research efforts of our Investment Strategy team and will report to the CEO. This team collaborates with the Chief Market Strategist to conduct thorough due diligence on mutual funds, ETFs, Private Alts, SMAs, and other investment vehicles used across client accounts, along with generating detailed fundamental research to inform asset allocation across a broad range of strategies. As a member of the Investment Committee, this individual should possess a strong passion for investing and markets, with a keen interest in research, portfolio allocation and construction, and manager/strategist due diligence. The ability to clearly communicate complex investment concepts to varied audiences is essential.

Principal duties and responsibilities

Conduct allocation research for dynamic and strategic portfolio positioning across asset classes, segments, and sectors
Perform investment research and due diligence on mutual funds, ETFs, Private Alts, SMAs, and related vehicles
Write commentaries and present investment theses
Serve as a member of the Investment Committee
Manage a team of analysts
Collaborate with senior management and fellow Investment Strategy team members to deliver top-tier service to advisors nationwide
Act as a liaison and product expert for clients (financial advisors)
Communicate investment ideas and concepts at varying levels of sophistication
Lead and participate in investment and operational projects as needed

Required skills and qualifications

Bachelor’s degree
Series 65 registration (or successful completion within 90 days of hire)
7+ years of experience in an investment analyst role
Experience performing manager due diligence
Exposure to multi-asset class allocation decision making
Preferably within an RIA
Must have a relevant industry designation (CFA, CMT, CIPM, FRM, etc.)
Experience leading a team and developing analysts
Ability to write commentaries and present investment themes in written format
Strong proficiency with Microsoft Excel
Organizational skills and a track record of meeting deadlines
Demonstrated ownership of tasks and projects
Exceptional attention to detail, accuracy, and follow-through
High degree of professionalism and work ethic
Strong listening and communication skills
Can-do attitude and high energy

Preferred skills and qualifications

10+ years of experience
Experience working with financial advisors or RIAs
Knowledge of some or all of the following is a plus: Bloomberg, Morningstar DAS, Morningstar Direct, Fidelity WealthScape, Schwab Advisor Center, FactSet, Black Diamond

About Vicus Capital

Vicus Capital is an independent investment management firm with over $3 billion in AUM headquartered in State College, Pennsylvania. As a Registered Investment Advisor (RIA), we design innovative investment strategies and advanced tools for financial advisors nationwide, delivering elite service and a standout experience for advisors and their clients. We value a family atmosphere and a fulfilling work environment. Our employees are trusted to take ownership of their work, and micro-management is not part of our culture. Ongoing opportunities for growth and advancement are encouraged.

Benefits and compensation

This is a full-time salaried position with an incentive compensation package. A comprehensive benefits package includes Health Insurance, Dental and Vision Insurance, Group Life Insurance, Short Term Disability Insurance, and a 401(k) with safe harbor employer contributions.

Salary/Compensation: $115,000 - $150,000 per year

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Director, Research and Portfolio Strategy

Vicus Capital State College, PA

27d ago

$115k - $150k/yr Full time Alternative Investments Asset Allocation Director

Alternative Investments Asset Allocation Director

Apply Now

Job Description

Location and Work Arrangement

The position is based at our headquarters in State College, PA 16801. Relocation assistance is not provided, and remote work is not available for this role.

What We Are Looking For

We seek a candidate who is passionate about investing and focused on managing money for clients rather than relying solely on computer models. This role will join our investment committee, so prior experience in investment allocation decision making is essential, ideally within an RIA setting. Candidates should be able to point to examples of over weighting and under weighting asset classes such as growth versus value, large versus small cap, international versus domestic equity, and equity versus fixed income. Investment ideas are generated both independently and in collaboration with the team, and all members are encouraged to challenge and defend investment theses.

What You Are Looking For

As a dedicated analyst with a strong aptitude for asset allocation decisions, you seek a larger voice in portfolio management and the ability to influence a range of investment strategies. You want to be in the room where portfolio construction decisions are made and enjoy being part of a small, focused team helping individual clients achieve their financial futures.

Position Summary

The Director, Research and Portfolio Strategy will lead the investment research initiatives of our Investment Strategy team and report to the CEO. This team collaborates with the Chief Market Strategist to conduct thorough due diligence on mutual funds, ETFs, Private Alts, SMAs, and other investment vehicles used across client accounts, and to generate detailed fundamental research that informs asset allocation recommendations across our diverse set of strategies. As a member of the Investment Committee, this individual should possess a passion for investing and markets with a strong interest in investment research, portfolio allocation and construction, and manager due diligence. The ability to clearly communicate complex investment concepts to audiences at multiple levels of understanding is essential.

Principal Duties and Responsibilities

Allocation research for dynamic and strategic portfolio positioning, including asset classes, segments, and sectors
Investment research and due diligence of mutual funds, ETFs, Private Alts, SMAs, etc.
Writing of commentaries and presentations of investment theses
Member of Investment Committee
Manage a team of analysts
Collaborate with upper management and other members of the Investment Strategy team to provide world class service to our advisors throughout the country
Act as a liaison and product expert for our clients (financial advisors)
Communicate investment ideas and concepts at different levels of sophistication
Investment and operational projects as needed

Required Skills and Qualifications

Bachelor’s degree
Series 65 registration (or successful completion of Series 65 within 90 days of hire)
7+ years of experience in an investment analyst role
Experience performing manager due diligence
Exposure to multi-asset class allocation decision making
Preferably within an RIA
Must have a relevant industry designation (CFA, CMT, CIPM, FRM, etc.)
Experience leading a team and developing analysts
Ability to write commentaries and present investment themes in written format
Strong proficiency with Microsoft Excel
Organizational skills and track record of meeting deadlines
Demonstrated ownership of tasks and projects
Exceptional attention to detail, accuracy, and follow-through
High degree of professionalism and work ethic
Strong listening and communication skills
Can do attitude and high energy

Preferred Skills and Qualifications

10+ years of experience
Experience working with financial advisors or RIAs
Knowledge of some or all of the following is a plus: Bloomberg, Morningstar DAS, Morningstar Direct, Fidelity WealthScape, Schwab Advisor Center, FactSet, Black Diamond

About Vicus Capital

Vicus Capital is an independent investment management firm with over $3 billion in AUM headquartered in State College, PA. As a Registered Investment Advisor (RIA), we develop innovative investment strategies and advanced tools for financial advisors nationwide, delivering premier service to advisors and their clients. We pride ourselves on a family oriented work environment where employees are entrusted with ownership of their work and micro management is not practiced. We encourage evolving opportunities and ongoing advancement.

Benefits

Salary/Compensation: $115,000 - $150,000 per year
Health Insurance
Dental and Vision Insurance
Group Life Insurance
Short Term Disability Insurance
401k with safe harbor employer contributions

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Director, Research and Portfolio Strategy

Vicus Capital State College, PA

28d ago

$115k - $150k/yr Full time Alternative Investments Asset Allocation Director

Alternative Investments Asset Allocation Director

Apply Now

Job Description

Location

Position based at our headquarters in State College, Pennsylvania. Relocation assistance is not provided, and remote work is not available for this role.

What Are We Looking For

We seek a candidate who is genuinely passionate about investing and prefers managing client capital over relying on automated models. This team member will join our investment committee, so prior experience in investment allocation decisions is essential, ideally within an RIA setting, with demonstrable examples of overweighting and underweighting asset classes such as growth versus value, large versus small cap, international versus domestic equity, and equity versus fixed income. Investment ideas are generated both independently and with the team, and all members are encouraged to challenge and defend any investment thesis.

What Are You Looking For

As a dedicated analyst with a talent for asset allocation decisions, you aim to have a larger voice in portfolio management and influence across a range of investment strategies. You want to be involved in portfolio construction decisions and prefer working on a small, focused team that strives to make a meaningful difference in clients’ financial futures.

Position Summary

The Director, Research and Portfolio Strategy will lead the investment research initiatives within our Investment Strategy team and report to the CEO. This group works alongside the Chief Market Strategist, conducting thorough due diligence on mutual funds, ETFs, Private Alts, SMAs, and other vehicles used across client accounts, and producing detailed fundamental research to shape asset allocation across our broad set of strategies. As a member of the Investment Committee, this role requires a passion for investing and markets with a strong focus on research, portfolio allocation and manager due diligence. The ability to clearly communicate complex investment concepts to varied audiences is essential.

Principal Duties and Responsibilities

Conduct allocation research for dynamic and strategic portfolio positioning, covering asset classes, segments, and sectors
Perform investment research and due diligence on mutual funds, ETFs, Private Alts, SMAs, and related vehicles
Prepare commentaries and present investment theses
Serve as a member of the Investment Committee
Manage a team of analysts
Collaborate with senior management and other Investment Strategy team members to deliver exceptional service to advisors nationwide
Act as a liaison and product expert for clients (financial advisors)
Communicate investment ideas and concepts at different levels of sophistication
Lead or participate in investment and operational projects as needed

Required Skills and Qualifications

Bachelor’s degree
Series 65 registration or successful completion within 90 days of hire
7+ years of experience in an investment analyst role
Experience performing manager due diligence
Exposure to multi-asset class allocation decision making
Preferably within an RIA
Must have a relevant industry designation (CFA, CMT, CIPM, FRM, etc.)
Experience leading a team and developing analysts
Ability to write commentaries and present investment themes in written format
Strong proficiency with Microsoft Excel
Organizational skills and a track record of meeting deadlines
Demonstrated ownership of tasks and projects
Exceptional attention to detail, accuracy, and follow-through
High degree of professionalism and work ethic
Strong listening and communication skills
Can do attitude and high energy

Preferred Skills and Qualifications

10+ years of experience
Experience working with financial advisors or RIAs
Knowledge of some or all of the following a plus: Bloomberg, Morningstar DAS, Morningstar Direct, Fidelity WealthScape, Schwab Advisor Center, FactSet, Black Diamond

Company

Vicus Capital is an independent investment management firm with over $3 billion in AUM headquartered in State College, Pennsylvania. As a Registered Investment Advisor (RIA), we develop innovative investment strategies and cutting-edge tools for financial advisors nationwide, delivering elite service and a standout experience to both advisors and their clients. We take pride in fostering a family atmosphere and a rewarding work environment for all employees. Our staff are entrusted to own their work, and we do not practice micro-management. Evolving opportunities and advancement are encouraged.

Benefits

This is a full-time salaried position with an incentive compensation package. A comprehensive benefits package includes health insurance, dental and vision coverage, group life insurance, short term disability, and a 401(k) plan with safe harbor employer contributions.

Salary/Compensation: $115,000 - $150,000 per year

View full job page →

Income Investing Finance Jobs

RIA Registered Investment Advisor fiduciary Standard

RIA Registered Investment Advisor fiduciary Standard

Underwriting Consultant - Disability Insurance

Director, Research and Portfolio Strategy

Director, Research and Portfolio Strategy

Director, Research and Portfolio Strategy

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