
51 - 200 employees
Founded 1985
๐ Education
๐ธ Finance
๐ค Non-profit
Education โข Finance โข 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.
๐ 5 days ago
Senior Accountant overseeing finance systems and process improvement for a professional organization. Collaborating to ensure accurate financial reporting and drive automation in accounting functions.
๐ July 13
Director, Business Development responsible for building strategic partnerships in wealth management. Expanding engagement and achieving revenue goals through business development efforts.
๐บ๐ธ United States โ Remote
๐ต 110k - 150k / year
โฐ Full Time
๐ด Lead
๐ฐ Business Development (BDR)