
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: 🇺🇸 United States – Remote USA.
Selected: 🆕 Date Added.
🕒 July 23
Senior Accountant overseeing finance systems and process improvement for a professional organization. Collaborating to ensure accurate financial reporting and drive automation in accounting functions.
🇺🇸 United States – Remote
💵 $80k - $90k / year
⏰ Full Time
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 8%
🕒 July 13
Director, Business Development responsible for building strategic partnerships in wealth management. Expanding engagement and achieving revenue goals through business development efforts.
🇺🇸 United States – Remote
💵 110k - 150k / year
⏰ Full Time
🔴 Lead
💰 Business Development (BDR)
👻 Ghost score 13%