Demo

Chief compliance officeR

Corvus Wealth Advisors
San Luis Obispo, CA Full Time
POSTED ON 1/14/2025
AVAILABLE BEFORE 3/28/2025

Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.

Join Our team

We are always on the lookout for enthusiastic, committed, and detail-oriented individuals to contribute to our formula for success. Our priority is putting our clients’ needs first and if you’re someone who has superior client service skills and a great work ethic, we want to hear from you.

As an established firm, we’re continuously growing our financial advisory business to offer the tools, resources, and motivation necessary to help our clients, and one another, build a great future.

Minimum Requirements for All Positions :

  • Ethical
  • Positive and constructive
  • Service focused
  • Team player
  • Excellent communicator
  • Diligent
  • Self Starter
  • Tech-savvy
  • Value work-life balance
  • Committed to continuous learning

Compensation, Logistics and Perks

  • Competitive salaries benchmarked annually
  • Some positions eligible for incentive bonuses
  • 401(k) Plan after 6 months of full-time employment with discretionary match and safe harbor contribution
  • Health Reimbursement Allowance (HRA) monthly after 90 days
  • Starting at 120 hours of PTO accrued annually
  • 9 Paid holidays annually
  • In-office work at two locations, San Luis Obispo and Templeton, on the beautiful Central Coast of California
  • A friendly and transparent work culture that values a work-life balance for all employees
  • Casual, yet professional office dress
  • Free financial planning and investment management for employee accounts
  • Matching donation to a non-profit, as well as flex time to allow for up to 20 hours of service annually
  • Chief Compliance Officer

    A Chief Compliance Officer (CCO) is responsible for developing and implementing compliance policies and procedures for the firm to ensure we remain compliant with SEC and FINRA regulations. Additionally, a CCO will conduct regular compliance training for employees, stay up-to-date with regulatory changes, review marketing materials for compliance, investigate and resolve compliance issues, and serve as the point of contact for regulatory agencies.

    A Chief Compliance Officer Focuses On :

  • Ensuring company policies and procedures for the firm are compliant
  • Conducting regular compliance training for employees
  • Staying up-to-date with regulatory changes and ensure the firm remains compliant
  • Serving as the point of contact for regulatory agencies and preparing and submitting all regulatory filings
  • Ensuring that the firm's books and records are properly maintained
  • Requirements for a Chief Compliance Officer :

  • 5 years of experience in a compliance role within the wealth management industry
  • Strong knowledge of SEC and FINRA regulations
  • Excellent communication and interpersonal skills
  • Ability to work independently and prioritize tasks
  • Detail-oriented and able to analyze complex information
  • Professional certifications such as CFA or CFP, or a JD degree are a plus
  • J-18808-Ljbffr

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Chief compliance officeR?

    Sign up to receive alerts about other jobs on the Chief compliance officeR career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $123,739 - $165,355
    Income Estimation: 
    $163,270 - $214,905
    Income Estimation: 
    $150,417 - $183,047
    Income Estimation: 
    $73,707 - $95,263
    Income Estimation: 
    $91,142 - $116,690
    Income Estimation: 
    $80,876 - $132,043
    Income Estimation: 
    $101,515 - $131,950
    Income Estimation: 
    $123,739 - $165,355
    Income Estimation: 
    $150,417 - $183,047
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Not the job you're looking for? Here are some other Chief compliance officeR jobs in the San Luis Obispo, CA area that may be a better fit.

    Chief Operating Officer

    Papich Construction, Arroyo Grande, CA

    Chief Advancement Officer

    Mid Central, San Luis Obispo, CA

    AI Assistant is available now!

    Feel free to start your new journey!