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The RIA Billing Specialist will manage billing processes, ensure compliance, handle inquiries, and contribute to operational efficiency in a financial advisory context.

The Wealth Advisor role involves building client relationships, developing financial plans, providing fiduciary investment advice, and ensuring client satisfaction.

The Vice President of HR will lead talent strategy, benefits, compensation, and performance management while supporting M&A integration and organizational development in a high-growth financial firm.

The Senior Accountant manages financial reporting, month-end close, reconciliations, and supports audits in a hybrid role.

The Vice President of Tax and Accounting will lead tax strategies, oversee compliance, manage tax operations, and mentor a team of tax professionals to maximize client value.

The Tax Manager oversees tax planning, financial statement preparation, client relationships, and strategic planning, ensuring timely and accurate tax services.

The Director of Client and Advisor Experience is responsible for defining and executing Earned's service offerings, enhancing client experience across channels and ensuring alignment with organizational goals.