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Assistant Ria Firm Jobs in Chicago, IL (NOW HIRING)

Hightower

Senior Billing Analyst

Chicago, IL · On-site

$80K/yr

Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... RIA). Your Future Team As a Senior Billing Analyst, you will assist with the accurate onboarding ...

Curi Capital

People Administrative Assistant

Chicago, IL · On-site

$30 - $32/hr

... investment advisory firm (RIA) based in Chicago. We are committed to building meaningful ... As our People Administrative Assistant, you will be the welcoming face of our Chicago headquarters ...

hightower

Senior Billing Analyst

Chicago, IL · Hybrid

$80K/yr

Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... RIA). Your Future Team As a Senior Billing Analyst, you will assist with the accurate onboarding ...

Curi Capital

People Administrative Assistant

Chicago, IL · On-site

$30 - $32/hr

... investment advisory firm (RIA) based in Chicago. We are committed to building meaningful ... As our People Administrative Assistant, you will be the welcoming face of our Chicago headquarters ...

Retirement Plan Advisors

Be Seen First

Accountant II / III

Chicago, IL · On-site

$90K - $125K/yr

We are a registered investment adviser (RIA) specializing in defined contribution (DC) retirement ... Reconcile assigned balance sheet accounts and ensure any issues are resolved * Assist in ...

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All JobsAssistant Ria Firm JobsAssistant Ria Firm Jobs in Chicago, IL

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 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 Chicago, IL? The most popular types of Ria Firm jobs in Chicago, IL are:
What are popular job titles related to Assistant Ria Firm jobs in Chicago, IL? For Assistant Ria Firm jobs in Chicago, IL, the most frequently searched job titles are:
What job categories do people searching Assistant Ria Firm jobs in Chicago, IL look for? The top searched job categories for Assistant Ria Firm jobs in Chicago, IL are:
What cities near Chicago, IL are hiring for Assistant Ria Firm jobs? Cities near Chicago, IL with the most Assistant Ria Firm job openings:
Assistant Ria Firm jobs near you
Infographic showing various Assistant Ria Firm job openings in Chicago, IL as of June 2026, with employment types broken down into 65% Full Time, and 35% Part Time. Highlights an 100% In-person job distribution.
Client Portal Service Associate (Contract)

Client Portal Service Associate (Contract)

Hightower

Chicago, IL • On-site

$50/hr

Contractor

Retirement

Posted 15 days ago

Job description

Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
Your Future Team
Reporting to the Senior Manager, Client Portal & CRM Services, you will play a hands-on role in managing activities related to Hightower's Client Portal. The ideal candidate will be a dedicated and service-oriented individual who will focus on providing a positive experience for our end users. You will partner with vendor resources and our internal team to ensure seamless operations and an excellent advisor experience. Additionally, you will contribute to process improvements and standardization
What You'll Do
  • Collaborate with cross-discipline teams to assist in onboarding advisor practices to Hightower's client portal by reviewing and cleaning data
  • Define the scope of data cleanup, addressing issues like duplicates, missing values, outdated information, and incorrect entries
  • Validate results for accuracy and completeness
  • Work within Salesforce, Box, Asana, reporting (Black Diamond, Tamarac), and financial planning tools (eMoney)
  • Collect and implement data into the client portal. This involves uploading photos and logos, configuring the portal settings, and ensuring everything is properly integrated
  • Assist in testing the client portals to ensure that the data is displayed correctly and that the portal functions as expected. This includes validating the advisor and client experiences
  • Update the hiring manager and business stakeholders on project progress
  • Exhibit high level customer service with customers and clients.

What You'll Bring
  • A Bachelor's degree in Finance, Business Administration, Information Technology, or a related field.
  • 3+ years of experience in the Financial Services industry (Wealth Management preferred).
  • A developed understanding of the operational details of the advisory business (e.g., RIA) functions (IT, Operations, Compliance) preferred, with the ability to understand the client-facing perspective of our client portal.
  • Excellent communication and interpersonal skills, with a desire to learn.
  • Attention to detail and strong organizational skills, with the ability to own and continually improve standard processes.
  • The ability to manage multiple initiatives simultaneously in a fast-paced environment and prioritize tasks accordingly, while working independently.
  • A growth mindset and a propensity to take initiative to constantly improve processes, workflows, and results.

What We Offer
  • We commit to a transparent, people-first environment where talent is maximized through our diverse, equitable and inclusive community
  • We nurture a spirit of belonging, are energized by challenges, celebrate our successes, and achieve individual and collective well-th goals.
  • This is a 6-month contract opportunity based in Chicago, IL, offering a pay rate of up to $50/hour. The role follows a hybrid schedule, with team members working onsite Monday through Thursday and remotely on Fridays.

AN EQUAL OPPORTUNITY EMPLOYER:Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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