Apella Wealth Jobs in United States

The Billing & Reporting Specialist is responsible for managing billing cycles processing invoices generating reports ensuring that billing financial data are accurate compliant with company policies regulations.This role requires a keen eye for detail strong analytical skills abi ...

We're looking for someone who genuinely enjoys client service, is comfortable and curious with new technology, and is excited to be part of a collaborative, purpose-driven team. · ...

A prominent wealth management firm in West Hartford, CT, seeks a Chief People Officer (CPO) to join its executive leadership team. The CPO will shape HR strategy, drive organizational effectiveness, and support the firm's rapid growth through mergers and acquisitions. Candidates ...

We are adding experienced Certified Financial Planner professionals to meet increasing client demand.Apella Wealth is growing—and our Huntington Beach office is adding experienced Certified Financial Planner professionals to meet increasing client demand. · ...

We are seeking a Chief People Officer (CPO) to join our leadership team and help shape the future of our company through strategic growth and organizational excellence. · Develop and implement HR strategies aligned with Apella Wealth's business goals and employee-owner culture. · ...

We are a hybrid role that works in our West Hartford office. As · a team we offer the highest quality of service to clients and employees by taking a team approach.We get to know our clients very well and use that knowledge to create customized financial plans. · Manage model po ...

Apella Wealth (Apella) is an established and fast-growing wealth management firm (RIA) that is expanding to new markets. This role is based in our West Hartford, CT office. · Apella is headquartered in CT with offices across the country. As Apella continues to grow it offers clie ...

About Apella Wealth is an established and fast-growing wealth management firm that offers clients a team approach to providing the highest quality of service. They create customized financial plans and manage investments. · Manage model portfolio trading for multiple offices/fina ...

We're looking for someone who genuinely enjoys client service, is comfortable and curious with new technology, and is excited to be part of a collaborative, purpose-driven team. · 3-5 years finance or investment industry experienceBachelor's Degree preferredKnowledge of investmen ...

We have a rare opportunity to step into a well-supported, high-trust financial planning role within a national, fee-only RIA.This is an opportunity to build deep client relationships and grow your career in comprehensive financial planning. · ...

+Job SummaryWe are seeking a detail-oriented and experienced Tax Staff Accountant with an Enrolled Agent (EA) or CPA designation to join our growing team. · + · ResponsibilitiesPrepare and review HNW individual, trust, and estate tax returns · Conduct tax research and provide str ...

The Billing & Reporting Specialist is responsible for managing billing cycles, processing invoices, generating reports, and ensuring that billing and financial data are accurate and compliant with company policies and regulations. · ...

About Apella Wealth · Apella Wealth (Apella) is an established and fast-growing wealth management firm (RIA) that is expanding into new markets. This role is based in our Bellevue, Washington office. · We get to know our clients very well and use that knowledge to create customiz ...

We are seeking a highly motivated and detail-oriented Financial Planning & Analysis Associate to join our finance team. · ...

Job summaryWe are seeking a detail-oriented and experienced Tax Staff Accountant with an Enrolled Agent (EA) or CPA designation (preferred) to join our growing team. · Prepare and review HNW individual, trust, and estate tax returns, and experience in business (S-Corp, C-Corp, Pa ...

We are seeking a Chief People Officer (CPO) to join our leadership team and help shape the future of our company through strategic growth and organizational excellence. In this newly established role, the Chief People Officer (CPO) will be a key member of the executive leadership ...