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Entry Level Ria Jobs (NOW HIRING)

Morton Wealth

Relationship Manager

Calabasas, CA · On-site

We are an RIA that manages roughly $3 billion in assets across 1,200+ families. Our investment ... It is not an entry-level finance position - it is an accelerated development opportunity for ...

Deloitte

Tax Senior

New York, NY · On-site

$81.62K - $151.58K/yr

... RIA Checkpoint, to provide tax compliance and consulting services to various clients; • ... Professional development From entry-level employees to senior leaders, we believe there's always ...

Deloitte

Tax Senior

Minneapolis, MN · On-site

$71.61K - $132.99K/yr

... or RIA Checkpoint, to provide tax compliance and consulting services to various clients ... Professional development From entry-level employees to senior leaders, we believe there's always ...

Deloitte

Tax Senior

New York, NY · On-site

$81.62K - $151.58K/yr

... CCH and RIA Checkpoint, to respond to federal and multistate tax notices for partnerships ... Professional development From entry-level employees to senior leaders, we believe there's always ...

Deloitte

Tax Senior

Boston, MA · On-site

$86.76K - $151.58K/yr

Position requires eighteen months of: * utilizing tax research tools, including BNA, CCH, or RIA ... Professional development From entry-level employees to senior leaders, we believe there's always ...

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How much do entry level ria jobs pay per hour?

As of May 31, 2026, the average hourly pay for entry level ria in the United States is $16.94, according to ZipRecruiter salary data. Most workers in this role earn between $15.62 and $18.03 per hour, depending on experience, location, and employer.

What is the difference between Entry Level Ria vs Financial Advisor?

AspectEntry Level RiaFinancial Advisor
CredentialsTypically requires a Series 7 and 66 licenses, possibly a CFP designationOften requires Series 7, 66, and CFP; experience varies
Work EnvironmentMostly in firms or RIA offices, focusing on client onboarding and researchClient-facing, in banks, independent firms, or as solo advisors
Employer & Industry UsageUsed by registered investment advisory firms, financial planning companiesUsed across banks, independent firms, and financial planning practices

The main difference is that an Entry Level Ria typically works within an RIA firm focusing on research and client support, while a Financial Advisor actively manages client portfolios and provides personalized financial planning. Both roles require similar licenses and certifications, but the Financial Advisor role involves more direct client interaction and portfolio management responsibilities.

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Entry Level Ria jobs near you
Relationship Manager

Relationship Manager

Morton Wealth

Calabasas, CA • On-site

Full-time

Posted 17 days ago

Job description

Morton Wealth is currently looking to add a new Relationship Manager to our growing team. We are an RIA that manages roughly $3 billion in assets across 1,200+ families. Our investment approach is distinctly not "Wall Street" as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow. In addition to our unique investment approach, we also offer comprehensive financial advice that aligns with traditional CFP® education as well as behavioral finance.
This Relationship Manager role is a designed pathway for experienced professionals who are purposefully transitioning into the wealth management industry. It is not an entry-level finance position - it is an accelerated development opportunity for disciplined, client-oriented professionals who want to become a Wealth Advisor and are willing to invest in their growth.
Unlike other opportunities where you may be asked to 'start over', the Relationship Manager position is for individuals who are ready to apply what they already know about people, trust and communication and pair it with financial planning and investment expertise to build a meaningful second (or third) career. You'll be supported by a structured, multi-year development model, mentorship from senior advisors, and real-world client exposure - all while earning a highly competitive salary.
Who We're Looking For
This role is ideal for professionals with 10+ years of experience in client-facing or leadership environments who are ready to pivot into wealth advisory work.
  • Common backgrounds include, but are not limited to:
    • Healthcare or therapy professionals
    • Educators or administrators
    • Professional services or consulting
    • Sales or relationship management roles
    • Mid-level leaders seeking a long-term advisory career
  • We are looking for individuals who:
    • Excel in high-touch client relationships
    • Communicate clearly and professionally
    • Take ownership of outcomes
    • Are intellectually curious and coachable
    • Are committed to continuous learning outside of working hours

Core Competencies We Value
  • Interpersonal effectiveness and trust-building
  • Strong written and verbal communication
  • Critical thinking and adaptability
  • Personal accountability and self-awareness

What We Provide
  • Explicit career path toward becoming a Wealth Advisor
  • Accelerated development timeline compared to traditional routes
  • Hands-on client exposure early in your tenure
  • Firm-sponsored education and training
  • Revenue sharing upside as you progress
  • Compensation increases as you progress into advanced roles
  • Revenue participation aligned with advisor roles over time

The Developmental Path (High Level)
  • Client Operations Administrator (6 months)
    • Execute administrative/document preparation requests from advisory teams in a timely manner to meet client expectations.
    • Management of client accounts and households through internal reporting system.
    • Send documents to clients and follow up as needed.
    • Ensure compliance policies are being completed, including the sourcing of supporting documents.
  • Client Coordinator (12 months)
    • Coordinate client meetings through scheduling, preparation and recording of notes.
    • Respond to client requests in a timely manner, tracking interactions in CRM.
    • Communicate timing expectations with clients for all deliverables/follow ups.
    • Support Advisors in maintaining communication with prospects and existing clients.
    • Lead weekly Advisor check-in meetings..
  • Financial Planner (18-24 months)
    • Work alongside advisory team and third-party professionals to deliver comprehensive financial planning, including in-depth reviews of cash flow planning, insurance policies and/or estate documents.
    • Provide advisory team with updates on current financial planning news and changes.
    • Develop comprehensive financial plans for high net worth clients, utilizing proficiency with eMoney.

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