AdvisorAssist is a management consulting firm focused exclusively on serving investment advisory firms. Through consultative services and outsourcing, AdvisorAssist provides expertise, resources and actionable solutions that enable investment advisors to achieve their full potential.
A Compliance Consultant at AdvisorAssist is an advocate for entrepreneurship that thrives on change. As a strategist, mentor and project manager for AdvisorAssist’s Registered Investment Advisor (“RIA”) clients, the Compliance Consultant shall bring his or her expertise in compliance, operations, technology and business to a number of RIA clients.
A successful candidate is not only a self-starter, but a business leader that can handle any situation. The Compliance Consultant will guide AdvisorAssist clients through a “year in compliance” and help position our clients for risk-managed growth.