Jobs at Concurrent Investment Advisors
Concurrent Investment Advisors is an independent registered investment adviser platform. It provides capital, consulting, practice management, investment solutions, retirement services, and AI-driven technology to help independent financial advisors build and grow wealth management businesses.
- Industry
- Banking & Insurance, AI & Machine Learning
- Company size
- 51–200 employees
- Stage
- Private Equity
- Open roles
- 15
- Investment Business ManagerKansas City, KSFull-time · On-site$90,000–120,000
- Investment Business ManagerTampa, FLFull-time · On-site$90,000–120,000
- Client Portfolio Manager, High Net WorthKansas City, KSFull-time · On-site—
- Client Portfolio Manager, High Net WorthTampa, FLFull-time · On-site—
- RIA Operations ConsultantUnited StatesFull-time · On-site$75,000–95,000
- RIA Operations ConsultantSan Diego, CAFull-time · On-site$75,000–95,000
- RIA Operations ConsultantDallas, TXFull-time · On-site$75,000–95,000
- RIA Operations ConsultantTampa, FLFull-time · On-site$75,000–95,000
- Director, Central PlanningDallas, TXFull-time · On-site$90,000–120,000
- Director, Central PlanningSan Diego, CAFull-time · On-site$90,000–120,000
- Director, Central PlanningTampa, FLFull-time · On-site$90,000–120,000
- Rotational Analyst ProgramTampa, FLFull-time · On-site$60,000
- Business Development Officer, Retirement Plan ServicesTampa, FLFull-time · On-site—
- Investment Operations AssociateTampa, FLFull-time · On-site—
See all 15 Concurrent Investment Advisors roles
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