At RELiANCE Investing, advisers work freely in a truly independent model and wave bye-bye to thosemisaligned interests between your Broker Dealer and your clients.  We promote a collaborative and scalable relationship while emphasizing non-conflict, low-cost investment solutions which better serve you and your clients.  Allowing you to deploy your resource toward the results you truly desire to achieve.
 
Transitioning your business from your Broker Dealer and captive RIA couldn’t be easier.
 
You can be an employee with full benefits or an independent contractor and pay your own taxes, along with a recognized brand serving clients in the western United States.  You’ll have administrative and marketing staff to assist your business growth.  Selling agreements with Scottrade, Ameritrade, Schwab and variable annuity and 401K providers for your important clients.  Prospective and existing client pipelines are already in place.  You might even retain your Broker Dealer relationship and have
registered members of our staff join them too!
 
Are you ready to be truly independent? Call RELiANCE today and learn how easy it is to start doing business the way you wanted to in the first place.
 
(888) 694-401K
(360) 694-4015
Info@relianceinvesting.com
 
Job Summary:
The Junior Retirement Advisor position is for ambitious individuals looking to enter into the Financial Service Industry. This is a part-time position ideal for a college student or individual transitioning from another career.
 
Duties and Responsibilities:

  • Market Research and Training Programs
  • Contacting Referral leads
  • Setting up Seminars & Speaking Events
  • Updating Client database Systems
  • Assisting with paperwork and electronic filing
  • Assembling Marketing Materials with MS Office Products
  • Scheduling Client Reviews

 
Through successful performance and demonstration of leadership, our Junior Advisor position is meant to lead to an Advising career. The goal is to provide on-the-job training, so that you can become a valuable member of our team and a successful professional.

Job Summary:
The Administrative Assistant working primarily in engagement coordination is a high-impact role that requires a strong sense of responsibility and a keen eye for detail. Your ability to communicate effectively with leaders and other employees and your strong organizational skills are essential to this position. If you meet our qualifications and are looking for an opportunity to build your career within the Investment Management Industry, we want to talk to you!
 
Duties and Responsibilities:

  • Exercise discretion and judgment in resolving complex administration issues
  • Read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
  • Write reports, business correspondence, and procedure manuals.
  • An inclination toward investments would be a good fit for this dynamic administrative role.
  • Respond to inquiries from clients, attorneys, CPAs, in a timely manner

 
Please send resume to info@relianceinvesting.com

Job Summary
Reliance Investing, a rapidly growing, fee-only, independent financial advisory firm, is seeking a highly capable, hardworking Senior Investment Adviser to help formulate and implement development activities and ultimately become a full partner in the firm.
 
Duties and Responsibilities
As one of our Investment advisers you will:

  • Investment Advisory Services: Assist clients in developing their investment strategies based on their financial objectives, income and liquidity needs and their risk tolerance levels. Design, implement and monitor client portfolios in relation to these factors and financial market conditions
  • Financial Planning: Provide ongoing personal financial planning advice based on a client's goals and circumstances.
  • Business Development: Build relationships, including with other professionals (e.g. accountants and attorneys), that lead to new clients for the firm
  • Investment Coverage: Participate in the firm's investment committee.

 
Qualifications

  • Experience: Minimum of 5 years in financial advisory services with a demonstrated ability to attract clients and manage client relationships. Seven to ten years of experience is a plus.
  • Designations: CFP or CFA designation is preferred.
  • Skills: Investment management and financial planning acumen, strong client focus and impeccable ethics.
  • Focus: Must have a strong client focus and well.
  • Client Relationships: The ideal candidate will have developed a substantial and portable client base.




Financial Advisors Invest In Yourself- Go RIA Or Hybrid Now!
Do you want to manage money or sell somebody else’s product to unsuspecting investors?
 
If you’re looking for something better, you may be our kind of Adviser. Our advisers have worked for Raymond James, LPL, Edward Jones, and Ameriprise, and they all agree those firms are really all the same.  We’re different.  RELiANCE Investing is an independent Registered Investment Advisor free of the headaches associated with guiding your clients through the ever changing Broker Dealer maze, and let's face it, their self-serving agenda.
 

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