
51 - 200 employees
Founded 2013
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Ritholtz Wealth Management is a dynamic team of investment professionals dedicated to delivering comprehensive wealth management solutions. They provide tailored financial plans and offer services such as tax planning, insurance, estate planning, and corporate retirement planning. They emphasize a fiduciary relationship with their clients, ensuring trust, transparency, and rational explanations for their financial strategies. Their approach combines personalized guidance with a holistic view of financial planning, all aimed at securing and maximizing the impact of their clients' wealth.
Selected: 🇺🇸 United States – Remote USA.
Selected: 🆕 Date Added.
🕒 August 8
Compliance Specialist reviewing investor-facing marketing and administering AI governance for Ritholtz Wealth Management, a registered investment advisory firm. Supporting regulatory testing, vendor due diligence, books and records, and compliance operations.
🇺🇸 United States – Remote
💵 $100k - $135k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🚔 Compliance
👻 Ghost score 0%
🕒 April 1
Experienced Financial Advisor developing and implementing comprehensive financial plans for clients. Focusing on investment, insurance, tax, and estate planning needs with a strong client-oriented approach.
🇺🇸 United States – Remote
💵 $250k - $800k / year
⏰ Full Time
🟠 Senior
🔴 Lead
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 41%