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Assistant Ria Firm Jobs in Atlanta, GA (NOW HIRING)

Avery Partners

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Financial Advisor Assistant

Atlanta, GA · On-site

$70K - $75K/yr

Work closely with the advisory team as the firm continues to grow and scale. * Take ownership of ... What We're Looking For * 3-4+ years of experience in wealth management, financial services, an RIA ...

New

Osaic

Compliance Analyst - IA Oversight

Atlanta, GA · 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 ...

Osaic

Compliance Analyst - IA Oversight

Atlanta, GA · 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 SV ...

Inlight Wealth

Client Services Associate

Atlanta, GA · On-site

... cracks * Assist with special projects and firm initiatives as needed What We're Looking For * 2+ ... growing RIA where you'll have meaningful client relationships and a visible impact on the firm.

Baker Donelson

Legal Research Analyst

Atlanta, GA

Beyond day-to-day reference support, the Analyst shapes how the Firm discovers, evaluates, and ... Checkpoint RIA, HeinOnline, Drafting Assistant, Quest, and TLO. Technology fluency, with ...

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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 Atlanta, GA?

The most popular types of Ria Firm jobs in Atlanta, GA are:

What are popular job titles related to Assistant Ria Firm jobs in Atlanta, GA?

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

What job categories do people searching Assistant Ria Firm jobs in Atlanta, GA look for?

The top searched job categories for Assistant Ria Firm jobs in Atlanta, GA are:

What cities near Atlanta, GA are hiring for Assistant Ria Firm jobs?

Cities near Atlanta, GA with the most Assistant Ria Firm job openings:

Assistant Ria Firm jobs near you

Financial Advisor Assistant

Avery Partners

Atlanta, GA • On-site

$70K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 2 days ago

New

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Job description

Avery Partners is seeking an experienced, motivated Assistant / Client Financial Advisor to join their team. This is an excellent opportunity for someone who wants to be more than an administrative support person and is interested in growing with the firm, taking on additional responsibility, and playing a role in scaling the business. The ideal candidate is a go-getter, highly organized, client-focused, and proactive, with the ability to work independently while supporting advisors and building strong client relationships.

Hours: 8:30 AM – 4:00 PM, with flexibility as needed
Experience: 3–4+ years in financial services / wealth management

Key Responsibilities

  • Support financial advisors with day-to-day client service and account management.
  • Serve as a key point of contact for clients and provide a high level of personalized service.
  • Assist with onboarding new clients and maintain existing client relationships.
  • Prepare client documentation, reports, meeting materials, and account paperwork.
  • Assist with account opening, transfers, contributions, distributions, and other client requests.
  • Maintain accurate client records and ensure timely follow-up on outstanding items.
  • Coordinate client meetings and assist advisors with preparation and follow-up.
  • Utilize the Schaub platform preferred to manage and support client information and workflows.
  • Help improve internal processes and identify opportunities to make the business more efficient.
  • Work closely with the advisory team as the firm continues to grow and scale.
  • Take ownership of projects and responsibilities as the role develops.



What We’re Looking For

  • 3–4+ years of experience in wealth management, financial services, an RIA, or a similar environment.
  • Experience supporting financial advisors or working directly with high-net-worth clients is preferred.
  • Familiarity with the Schaub platform is a plus.
  • Strong organizational and time-management skills.
  • Excellent written and verbal communication skills.
  • High attention to detail and ability to manage multiple priorities.
  • Professional, polished, and comfortable working directly with clients.
  • Self-starter mentality with a willingness to take initiative and solve problems.
  • Someone who wants to grow with a company rather than simply perform a defined set of tasks.
  • Financial licenses are not required for this position.


Company Description

Avery Partners collaborates with businesses all over the US to help streamline their hiring processes.

Avery Partners logo

About Avery Partners

Sourced by ZipRecruiter

Established in 2004, Avery Partners was founded by staffing industry veteran Jeff Moore. Avery Partners supplies world class Consulting, Outsourcing and Staffing services across multiple industries. Our recruiters are experts in their fields and deliver 2nd to none services for our clients. Throughout the years Avery Partners has proven time and again its commitment to the success of its clients through both short-term tactical and long-term consulting, outsourcing and staffing initiatives. Avery Partners has progressed from a standard to a preferred to a strategic partner with many of client’s.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

Roswell, GA, US

Year founded

2004

Social media

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