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

Mercer Advisors

Client Service Coordinator

Atlanta, GA

$23 - $26/hr

Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... As a Client Service Coordinator, you will have a direct impact on the client experience and are ...

Baker Donelson

Legal Research Analyst

Atlanta, GA

... Firm policies and procedures, and reports to the Director of Knowledge Management and Research ... Checkpoint RIA, HeinOnline, Drafting Assistant, Quest, and TLO. Technology fluency, with ...

Aprio

Senior Market Strategist

Atlanta, GA · On-site

$200K - $225K/yr

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office ... Direct involvement in private investment diligence, evaluation, or ongoing monitoring, including ...

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All JobsRia Firm JobsDirector Ria Firm JobsDirector Ria Firm Jobs in Atlanta, GA

Director Ria Firm information

See Atlanta, GA salary details

$32.7K

$103.6K

$172.6K

How much do director ria firm jobs pay per year?

As of Aug 31, 2026, the average yearly pay for director ria firm in Atlanta, GA is $103,552.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,600.00 and $130,300.00 per year, depending on experience, location, and employer.

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

AspectDirector Ria FirmFinancial Advisor
CredentialsSeries 7, 63, 65/66, and possibly CFP or CFASeries 7, 63, 65/66, CFP or similar certifications
Work EnvironmentLeadership role managing RIA firm operationsClient-facing, providing personalized financial advice
Employer & Industry UsageTypically employed by or managing an RIA firmEmployed by firms or independent, serving individual clients

The main difference is that a Director Ria Firm oversees the firm's operations and compliance, while a Financial Advisor focuses on advising clients on investments and financial planning. Both roles often hold similar certifications, but their responsibilities and work environments differ 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 Director Ria Firm jobs in Atlanta, GA?

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

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

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

Director Ria Firm jobs near you
Infographic showing various Director Ria Firm job openings in Atlanta, GA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 82% In-person, and 18% Hybrid job distribution, with an average salary of $103,552 per year, or $49.8 per hour.

Client Service Coordinator

Atlanta, GA

Mercer Advisors
Finance and Insurance • 201 - 500 employees

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

People enjoy working here

Good employer

Respectful managers

Learn more about Mercer Advisorsexternal

$23 - $26/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 days ago

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The primary focus of a Client Service Coordinator is to provide excellent service and administrative support to the Wealth Management team in servicing and delivering on the needs of high net worth clients.  As a Client Service Coordinator, you will have a direct impact on the client experience and are vital to the success of the organization.  You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills.

Responsibilities: 

  • Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes
  • Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements
  • Coordinating with internal operation departments to ensure client requests are fulfilled
  • Managing client deposits
  • Maintaining data integrity across all systems and updating as necessary
  • General office administration duties
  • Other duties as needed

Requirements:

Education:

  • High School diploma with a Bachelor's degree highly preferred

Experience:

  • Prior experience working in an office environment with a customer service focus
  • Financial services industry a plus

Certifications:

  •  Notary designation a plus

Job Skills:

  • Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail
  • Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors
  • Excellent verbal and written communications skills a must
  • Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus
  • Strong desire for continuous self-learning and professional growth

Work Schedule:  Monday through Friday, 8:00AM – 5:00PM.

Working Conditions:  Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications.  This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. 

Base Pay Range
$23—$26 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees.   Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

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