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Assistant Ria Firm Jobs in Austin, TX (NOW HIRING)

Mission Wealth Management LP

Tax Manager

Austin, TX · On-site

$200K/yr

As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business ... * Assist clients with tax-related questions, proformas, estimates, and projections * Manage ...

Mission Wealth Management LP

Tax Manager

Austin, TX · On-site

$200K/yr

As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business ... * Assist clients with tax-related questions, proformas, estimates, and projections * Manage ...

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 ...

Weaver

Senior Wealth Advisor

Austin, TX

The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm ... Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning.

Weaver

Wealth Advisor

Austin, TX · On-site

Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning ... firm * Serving as the primary contact for wealth management clients * Building and managing an ...

Weaver

Wealth Advisor

Austin, TX

Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning ... firm * Serving as the primary contact for wealth management clients * Building and managing an ...

RSM

Tax Senior Manager - Partnerships

Austin, TX

... * 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 ...

HUB

Wealth Advisor Services Associate - RPW

Austin, TX · Hybrid

$26 - $30/hr

... * Assist with performance reporting and client meeting preparation in coordination with advisors ... Prior experience with custodial platforms in a wealth management or RIA environment a plus. Skills ...

All JobsRia Firm JobsAssistant Ria Firm JobsAssistant Ria Firm Jobs in Austin, TX

Assistant Ria Firm information

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 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 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 are popular job titles related to Assistant Ria Firm jobs in Austin, TX?

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

What job categories do people searching Assistant Ria Firm jobs in Austin, TX look for?

The top searched job categories for Assistant Ria Firm jobs in Austin, TX are:

What cities near Austin, TX are hiring for Assistant Ria Firm jobs?

Cities near Austin, TX with the most Assistant Ria Firm job openings:

Assistant Ria Firm jobs near you

Tax Manager

Mission Wealth Management LP

Austin, TX • On-site

$200K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 15 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 hiring a growth-minded Tax Manager to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! Our ideal candidate is a Tax professional with hustle and a couple of years of experience working in a Tax Manager role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to Tax Strategy. If you can articulate your proven success as a Tax Manager, we want to hear from you ASAP!

As Tax Manager, you will work directly with the tax team to review and prepare income, trust, and gift tax returns. You will also work directly with clients and advisory teams to implement tax strategies for clients that align with each client’s goals and values. The successful tax manager will be a tax enthusiast, a thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.

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 Tax Manager:

  • Work with a high-performing & growth-oriented team
  • Speak your mind, have your voice heard, innovate, and streamline existing processes
  • Grow yourself personally and professionally with the support of your team
  • Work closely with Wealth Managers and the client base regarding tax/wealth strategies
  • Responsible for client relationships and retention; inspiring client confidence through demonstrated expertise; and helping ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
  • Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients
  • Assist clients with tax-related questions, proformas, estimates, and projections
  • Manage consulting and tax projects
  • Review tax returns
  • Commitment to continuing education, team development, training, and mentoring new tax associates
  • Review federal and multi-state individual, gift, and trust income tax returns.
  • Mentor and train tax associates.

What You Bring as Tax Manager:

  • 8+ years of proven tax accounting experience; previous experience preparing tax returns required
  • CPA required
  • Experience providing client-centric tax consulting to high-net-worth clients
  • Strong research capabilities related to technical matters for complex tax needs and updates to regulations
  • Mastery of various tax compliance software products
  • Highly effective interpersonal, relationship management, and communication skills
  • Excellent organizational and time management skills in a high-energy culture to manage priorities
  • Demonstrated talent development experience, training new staff, and mentoring interns
  • Advanced understanding of trust taxation
  • Strong attention to detail


Job Type: Full-time, salaried exempt

Location: This position is based out of our office in Scottsdale, Houston, or Austin.

Salary: $150,000 base; plus $50,000 annual bonus paid in quarterly increments


This position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future to maintain employment authorization.

Please submit your cover letter and resume outlining your detailed experience of proven success within the industry. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.