
51 - 200 employees
Founded 1985
📚 Education
💸 Finance
🤝 Non-profit
Education • Finance • Non-profit
Investments & Wealth Institute is an association created for and by financial advisors that provides advanced professional education, nationally recognized certifications, continuing education (CE), conferences, publications, and member services focused on investment management, wealth management, and retirement planning. The Institute administers major designations such as CIMA (Certified Investment Management Analyst), CPWA (Certified Private Wealth Advisor), and RMA (Retirement Management Advisor), runs online courses and certificate programs, hosts industry conferences and webinars, and offers resources, partner solutions, scholarships, and accreditation support to advisory firms and individual practitioners.
Selected: 🆕 Date Added.
🕒 3 days ago
Controller leading accounting, audits, financial reporting, and Sage Intacct implementation for a professional wealth-management credentialing association.
⛰️ Colorado – Remote
💵 $115k - $130k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
⛔️ Financial Controller
👻 Ghost score 0%
🕒 July 23
Senior Accountant optimizing ERP systems and accounting operations for a wealth-management credentialing association. Driving automation, reporting, integrations, and GAAP-compliant financial close activities.
🇺🇸 United States – Remote
💵 $80k - $90k / year
⏰ Full Time
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 52%