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Assistant Ria Firm Jobs in Texas (NOW HIRING)

RIA Recruiting

Executive Assistant

Austin, TX · On-site

$60K - $75K/yr

Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking an Executive Assistant to join our team. At Oakwell, we pride ourselves on building relationships ...

RIA Recruiting

Executive Assistant

Austin, TX

$60K - $75K/yr

Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking an Executive Assistant to join our team. At Oakwell, we pride ourselves on building relationships ...

RIA Recruiting

Executive Assistant

Austin, TX · On-site

Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking an Executive Assistant to join our team. At Oakwell, we pride ourselves on building relationships ...

Recruithook

Be Seen First

Client Service Associate

Houston, TX · On-site

$85K - $105K/yr

Fee-only, fiduciary, and deeply retirement-focused, this firm has built its reputation on ... What You'll Do * Open accounts and assist with ACAT transfers * Facilitate wires, ACH ...

Recruithook

Be Seen First

Client Service Associate

Houston, TX · On-site

$85K - $105K/yr

Fee-only, fiduciary, and deeply retirement-focused, this firm has built its reputation on ... What You'll Do * Open accounts and assist with ACAT transfers * Facilitate wires, ACH ...

Wealth Enhancement Group

Financial Advisor

Houston, TX · On-site

About Wealth Enhancement Group Wealth Enhancement Group is an independent wealth management firm ... Primary Job Functions Manage client relationships and assist senior advisors with management of ...

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Assistant Ria Firm information

What jobs in the US pay 300,000 a year?

For an Assistant RIA Firm, high-paying roles often include senior financial advisors, portfolio managers, or compliance officers, with salaries reaching or exceeding $300,000 annually. These positions typically require extensive experience, professional certifications like the CFA or CFP, and strong client management skills. Compensation varies based on firm size, location, and individual performance.

What is the difference between Assistant Ria Firm vs Financial Advisor Assistant?

AspectAssistant Ria FirmFinancial Advisor Assistant
CredentialsTypically requires a FINRA Series 7 or 66 license, relevant financial certificationsOften requires similar licenses, with emphasis on client service and administrative skills
Work EnvironmentLocated within RIA firms, supporting financial advisors in investment managementWorks in financial advisory firms, assisting advisors with client interactions and administrative tasks
Industry UsageCommonly used in registered investment advisory firmsWidely used across financial planning and advisory firms

Both roles support financial professionals, often requiring similar licenses and working in similar environments. The main difference lies in the specific firm type—RIA firms versus broader financial advisory firms—though the responsibilities and credentials overlap significantly.

What are the key skills and qualifications needed to thrive as an Assistant at an RIA (Registered Investment Advisor) firm, and why are they important?

To thrive as an Assistant at an RIA firm, you need strong organizational skills, attention to detail, and a foundational understanding of financial services, often supported by a degree in finance or business. Familiarity with portfolio management systems, CRM software, and compliance platforms is typically required, and certifications like the Series 65 can be advantageous. Excellent communication, discretion, and client service orientation help you stand out in this client-facing, confidential environment. These skills and qualities ensure accurate administrative support, regulatory compliance, and a positive client experience, all of which are vital for a successful advisory practice.

What are some common challenges faced by an Assistant at a Registered Investment Advisor (RIA) firm, and how can they be addressed?

Assistants at RIA firms often manage multiple tasks simultaneously, from client communications to scheduling and document processing, which can make prioritization a challenge. Staying organized and proactive in communication is key to handling urgent requests and supporting advisors efficiently. Additionally, assistants must become familiar with industry regulations and firm-specific processes to ensure compliance and accuracy in client interactions. Building strong relationships with both the advisory team and clients helps facilitate smooth operations and contributes to a positive work environment.

What are Assistant RIA Firm roles?

Assistant RIA Firm roles typically involve providing administrative and operational support within a Registered Investment Advisor (RIA) firm. Responsibilities can include assisting financial advisors with client communications, preparing reports, managing schedules, processing paperwork, and maintaining compliance records. These assistants help ensure that the firm runs smoothly, allowing advisors to focus on client service and investment management. Strong organizational skills, attention to detail, and knowledge of financial industry regulations are valuable for success in this role.
What are the most commonly searched types of Ria Firm jobs in Texas? The most popular types of Ria Firm jobs in Texas are:
What are popular job titles related to Assistant Ria Firm jobs in Texas? For Assistant Ria Firm jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Assistant Ria Firm jobs in Texas look for? The top searched job categories for Assistant Ria Firm jobs in Texas are:
What cities in Texas are hiring for Assistant Ria Firm jobs? Cities in Texas with the most Assistant Ria Firm job openings:
Assistant Ria Firm jobs near you
Infographic showing various Assistant Ria Firm job openings in Texas as of June 2026, with employment types broken down into 70% Full Time, and 30% Part Time. Highlights an 100% In-person job distribution.
Marketing & Business Development Intern

Marketing & Business Development Intern

Mission Wealth Management LP

Houston, TX • On-site

$22/hr

Other

Posted 7 days ago

Job description

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is seeking a motivated, growth-minded Marketing & Business Development Intern to support our fast-growing national marketing team! If you’re passionate about digital marketing, SEO, and data analytics—and want to learn how marketing drives business development in the financial services industry—this is an exciting opportunity to learn from one of the nation’s leading RIAs.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

Day-to-Day as a Marketing & Business Development Intern :

  • Support SEO, AEO, and GEO optimization initiatives for the firm website and advisor pages.
  • Maintain and update online firm and advisor directories.
  • Assist with social media profile hygiene for advisors (LinkedIn, Google Business, etc.).
  • Help coordinate digital location and local SEO projects.
  • Contribute to sales enablement and follow-up workflows in Salesforce.
  • Track engagement metrics for digital marketing campaigns.
  • Provide research and coordination support for awards, rankings, and listings (ARL).
  • Assist in advisor marketing projects and presentation preparation.

What You Bring as a Marketing & Business Development Intern :

  • Pursuing or recently completed a degree in Marketing, Business, or Communications.
  • Detail-oriented with strong analytical and organizational skills.
  • Interest in SEO, digital advertising, and CRM systems.
  • Eagerness to learn and collaborate with cross-functional marketing and business development teams.
  • Proficiency in Microsoft Office and a basic understanding of digital platforms (HubSpot, Canva, or Salesforce experience a plus).

Job Type: Part-time, salaried exempt

Location: This position is based out of our office in Houston. This is an in-office position only. 12-15-month internship throughout Senior year.

Salary: $22/ hour

Please submit your cover letter and resume. Be sure to share one of your favorite volunteer projects, too!