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Assistant Ria Firm Jobs in Virginia (NOW HIRING)

Edelman Financial Engines, LLC

Region Manager

Fairfax, VA · On-site

$99K - $132K/yr

... are not limited to: * Assist with interviewing and hiring of qualified external and internal ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...

Osaic

Compliance Analyst - IA Oversight

Petersburg, VA · Hybrid

$65K - $69K/yr

Identify and recommend necessary changes to business unit procedures to address compliance gaps or improve adherence to regulatory and firm requirements * Review, draft and assist the RIA Compliance ...

New

WealthCrossing

Associate Advisor

Richmond, VA · On-site

$75K/yr

Associate Advisor Why work for our firm? WealthCrossing is a wealth management firm that takes ... RIA experience preferred. * Foundational understanding of financial planning concepts, including ...

WealthCrossing

Associate Advisor

Richmond, VA · On-site

Associate Advisor Why work for our firm? WealthCrossing is a wealth management firm that takes ... RIA experience preferred. * Foundational understanding of financial planning concepts, including ...

WealthCrossing

Associate Advisor

Richmond, VA

Associate Advisor Why work for our firm? WealthCrossing is a wealth management firm that takes ... RIA experience preferred. * Foundational understanding of financial planning concepts, including ...

RSM

Tax Senior Manager - Partnerships

Mclean, VA · On-site

... * Assist with new business development, extended service, and tax issue recognition for existing ... Reviewing research findings and ensure conclusions are consistent with firm policies and ...

RSM

Tax Manager - Partnerships

Mclean, VA

$112K - $147K/yr

Experience with tax research tools (Bloomberg BNA, RIA Checkpoint, etc.) and tax preparation ... firm and individual performance.

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Assistant Ria Firm information

What is an assistant at an RIA firm?

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 skills and qualifications are needed to thrive as an assistant at an RIA firm?

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 common challenges faced by an assistant at an 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 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 most commonly searched types of Ria Firm jobs in Virginia?

The most popular types of Ria Firm jobs in Virginia are:

What are popular job titles related to Assistant Ria Firm jobs in Virginia?

For Assistant Ria Firm jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Assistant Ria Firm jobs in Virginia look for?

The top searched job categories for Assistant Ria Firm jobs in Virginia are:

What cities in Virginia are hiring for Assistant Ria Firm jobs?

Cities in Virginia with the most Assistant Ria Firm job openings:

Assistant Ria Firm jobs near you
Infographic showing various Assistant Ria Firm job openings in Virginia as of August 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 80% In-person, and 20% Hybrid job distribution.

Client Service Administrative Assistant

Edelman Financial Engines, LLC

Fairfax, VA • Hybrid

$45K - $60K/yr

Full-time

Posted 22 days ago

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

As a Client Service Administrative Assistant in our Fairfax, VA office, you'll provide floating administrative support to one or more Financial Planning teams and act as a liaison between clients and internal contacts at all levels of the organization. This individual will also provide general office support with a variety of clerical activities and related tasks. This will be a resident role, requiring you to work in the office 5 days a week.

We are looking for someone who will provide a welcoming experience for clients and visitors while supporting Planning Teams with administrative, client service and office operations activities. This role helps ensure the office runs efficiently while delivering a high level of service to both internal and external clients.

Responsibilities:

  • Serve as the first point of contact for all visitors, providing professional and welcoming office experience
  • Support Planning teams with administrative and client service needs, including preparing and processing client paperwork and checks
  • Track and follow up on submitted paperwork and checks to help ensure timely account opening and funding
  • Prepare, distribute and manage incoming and outgoing mail, packages, parking validations, marketing materials and other office-related items
  • Assist with scanning, mailing, filing and other client and prospect correspondence
  • Provide back-up administrative support to the Planning teams, including answering and routing incoming calls and taking messages
  • Coordinate office supply orders and serve as a liaison with Facilities and other office support vendors
  • Maintain the appearance and organization of reception area, conference rooms, and shared office spaces
  • Deliver exceptional client service while helping maintain a positive client experience
  • Support office events, projects, and other business activities as needed

Requirements:

  • 1-2 years of client service, administrative support or related experience
  • Bachelor's degree: business or financial field preferred
  • Strong client service, interpersonal, verbal and written communication skills
  • High attention to detail and ability to produce accurate work
  • Strong organizational skills with the ability to prioritize multiple tasks and meet deadlines
  • Comfortable working in a fast-paced environment and adapting to changing priorities
  • Ability to handle sensitive and confidential information with discretion
  • Proficiency with Microsoft Office and other business technology tools

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is below. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Pay Range
$45,000—$60,000 USD
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visit EdelmanFinancialEngines.com.
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.
1 The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. 
2 Edelman Financial Engines data, as of September 30, 2025

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