Registered Paraplanner Salary at Dedora Capital Inc BETA

Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional Financial Advisor for their High Net-worth Private Client practice in the vibrant city of San Francisco - this is an ongoing brief, as our client continues to expand. This is a salaried position plus commission based on new revenue generation. Your Role As a Financial Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their overall financial well-being. Our client is committed to your success, offering comprehensive training and full support to help you achieve relevant financial qualifications and advance your career. What We’re Looking For We

Company Description We are an independent registered investment advisor (RIA) firm in the San Francisco Bay Area. We provide specialized investment management strategies and solutions for a range of clients, including institutions, limited partnerships, family offices, executives, entrepreneurs, and other private clients. Our comprehensive services include asset allocation and portfolio management, customized wealth management, and private equity distribution services. We prioritize building highly customized and collaborative relationships with our clients to help them achieve their financial and investment goals. Role Description This is a full-time Financial Advisor role at our firm. The role involves providing comprehensive financial planning and investment advisory services to clients. The Financial Advisor will be responsible for developing personalized investment strategies and providing financial guidance to clients. The Financial Advisor will have clients assigned to them and

Company Description Analog Capital Partners centralizes investments, planning, and professional services for individuals and their families. We provide diversified portfolio management and asset allocation guidance. We take an integrated approach to tax, estate, giving, law, and finance and provide tax strategies, asset protection, and intergenerational transfer services. Role Description Analog Capital Partners is seeking a remote CFP Wealth Advisor. The CFP Wealth Advisor will be responsible for developing and maintaining relationships with clients, understanding their needs, and providing customized investment advice. The ideal candidate will have excellent communication skills, a keen attention to detail, and a passion for financial planning and investment management. Direct client planning experience required No existing book of business required No independent lead generation required but beneficial / Analog will schedule meetings for you Fully digital client onboarding, automate

Our client is looking for Financial Advisors to manage existing client relationships and foster growth through comprehensive financial planning. Interested candidates should be Bay Area locals with a passion for personalized wealth management. Responsibilities: Manage client portfolios, overseeing assets ranging from $1-3M+. Provide tailored financial advice covering equity compensation, tax, real estate, estate planning, insurance, and more. Collaborate with the Business Development team—no need to bring a book of business. Engage in new strategies and global partnerships for clients with substantial assets. Qualifications: MUST HAVE CFP certification and 3-7 years of client-facing advisory experience. Deep knowledge of Bay Area firm benefits, equity compensation, and other relevant financial areas. Proven track record of longevity in previous roles (no short-term movements). Strong communication and relationship-building skills with high-net-worth clients. Ability to lead client meet

Our client is looking for Financial Advisors to manage existing client relationships and foster growth through comprehensive financial planning. Interested candidates should be Bay Area locals with a passion for personalized wealth management. Responsibilities: Manage client portfolios, overseeing assets ranging from $1-3M+. Provide tailored financial advice covering equity compensation, tax, real estate, estate planning, insurance, and more. Collaborate with the Business Development team—no need to bring a book of business. Engage in new strategies and global partnerships for clients with substantial assets. Qualifications: MUST HAVE CFP certification and 3-7 years of client-facing advisory experience. Deep knowledge of Bay Area firm benefits, equity compensation, and other relevant financial areas. Proven track record of longevity in previous roles (no short-term movements). Strong communication and relationship-building skills with high-net-worth clients. Ability to lead client meet

Our Mission At Unison, we’ve built a smarter way to unlock home equity, without interest, debt, or monthly payments. Our Vision is to Optimize Homeownership by providing the missing products and expert advice to empower our customers - both consumers and institutional investors - to optimally own and invest in Residential Real Estate. Unison is a mission driven company and we’re looking for ambitious individuals to help us grow. Your Mission As the Chief Compliance & Audit Officer, your mission is to establish mortgage compliance processes and procedures to ensure Unison Mortgage Corporation fully complies with applicable mortgage laws and regulations as we launch our mortgage division. You will represent Unison in investor meetings, regulatory inquiries, and outside third party audits. You will work closely with sales, operations, servicing and technology teams to ensure processes, procedures and technology perform compliantly as intended. You will also be responsible for developing a

Profitable and internationally growing life sciences business is currently looking for a Finance Manager. You will play a critical role in determining the company's long-term goals. You will primarily be responsible for corporate forecasting and strategic planning and supporting related functions. The role will further provide analytical and decision support to business leadership. This position will work cross-functionally to improve communication and business processes throughout the broader organization. Responsibilities: • Partner with business leaders to understand key drivers of operating expenses to help leaders make strategic decisions • Partner with Corporate Strategy team and business leaders to assist with forecasting and strategic planning • Develop and maintain periodic financial reports and analyses • Collaborate with IT to provide real-time intelligence to the business • Help implement financial reporting processes to support business leaders that may include the use of

Who We Are: Flagright empowers financial institutions with cutting-edge technology to combat financial crime and ensure Anti-Money Laundering (AML) compliance. Our AI-native, no-code platform integrates within a week—far surpassing the industry norm. Flagright's suite includes real-time transaction monitoring, customer risk scoring, and more. We're a Y Combinator-backed company with offices in Singapore, Berlin, London and Bangalore, serving clients across six continents. Our Culture: At Flagright, we value innovation, collaboration, and continuous learning. Our flat structure ensures that every voice is heard and every team member can thrive. We promote diversity and a work environment where ideas fuel creativity and impact. About the Role: This is a remote position for a proactive and self-motivated professional with a strong understanding of US regulatory frameworks, particularly in fintech and innovative financial services. You’ll work closely with our customers on the US West Coas