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Executive Ria Firm Jobs in Texas (NOW HIRING)

Cain Watters & Associates, LLC

Financial Planner

Frisco, TX · On-site

$71K - $95K/yr

Establish and follow firm standards for financial planning quality, documentation, and client ... Registered Investment Advisor (RIA) experience preferred * Deep expertise in comprehensive ...

Cresset Capital

ASSOCIATE, CLIENT ADMINISTRATION

Dallas, TX · On-site

$17.25 - $21.50/hr

About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning ... Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ...

Cresset Capital

ASSOCIATE, CLIENT ADMINISTRATION

Dallas, TX · On-site

$17.25 - $21.50/hr

About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning ... Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ...

Deloitte

Tax Senior - Credits & Incentives

Houston, TX · On-site

Experience preparing technical analyses, credit calculations, tax forms, memoranda, executive ... Experience in a Big Four, public accounting, or law firm environment The wage range for this role ...

Deloitte

Tax Manager - Credits & Incentives

Dallas, TX · On-site

$109K - $143K/yr

Reviewing technical analyses, credit calculations, tax forms, memoranda, executive summaries ... Experience in a Big Four, public accounting, or law firm environment The wage range for this role ...

Deloitte

Tax Senior - Credits & Incentives

Dallas, TX · On-site

Experience preparing technical analyses, credit calculations, tax forms, memoranda, executive ... Experience in a Big Four, public accounting, or law firm environment The wage range for this role ...

Deloitte

Tax Manager - Credits & Incentives

Houston, TX

$106K - $138K/yr

Reviewing technical analyses, credit calculations, tax forms, memoranda, executive summaries ... Experience in a Big Four, public accounting, or law firm environment The wage range for this role ...

Kestra Holdings

Investment Specialist

Austin, TX · On-site

Lead proactive outreach and sales efforts to independent financial advisors and RIA firms ... Opportunities for training, development, and long-term growth within the firm * Tuition ...

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All JobsRia Firm JobsExecutive Ria Firm JobsExecutive Ria Firm Jobs in Texas

Executive Ria Firm information

What is the difference between Executive Ria Firm vs Registered Investment Advisor?

AspectExecutive Ria FirmRegistered Investment Advisor
CredentialsTypically holds SEC registration, CFP, or CFA certificationsRequires SEC registration, CFP, CFA, or similar certifications
Work EnvironmentFinancial advisory firms, often with a team of advisorsIndependent or firm-based financial advisory setting
Industry UsageCommonly used for firms providing investment adviceUsed for individuals or firms offering personalized investment management

Both Executive Ria Firms and Registered Investment Advisors are regulated entities providing investment advice. The main difference lies in the context of usage; 'Executive Ria Firm' emphasizes the firm's leadership and operational structure, while 'Registered Investment Advisor' is a regulatory designation. Understanding these distinctions helps clients identify qualified financial advisory services.

What are the most commonly searched types of Ria Firm jobs in Texas? The most popular types of Ria Firm jobs in Texas are:
What are popular job titles related to Executive Ria Firm jobs in Texas? For Executive Ria Firm jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Executive Ria Firm jobs in Texas look for? The top searched job categories for Executive Ria Firm jobs in Texas are:
What cities in Texas are hiring for Executive Ria Firm jobs? Cities in Texas with the most Executive Ria Firm job openings:
Executive Ria Firm jobs near you
Infographic showing various Executive Ria Firm job openings in Texas as of July 2026, with employment types broken down into 1% Internship, 89% Full Time, 7% Part Time, 2% Contract, and 1% Nights. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution.
Operations - Operations Specialist

Operations - Operations Specialist

Kestra Holdings

Austin, TX • On-site

Full-time

Medical, Retirement

Posted 4 days ago

Job description

Lead with Purpose. Partner with Impact. The Platform Operations Specialist supports Bluespring Wealth Partners by assisting with operational initiatives, firm onboarding activities, process execution, and platform adoption efforts. This role works closely with internal teams and partner firms to help ensure a consistent operational experience while supporting the growth and integration of Bluespring firms.
The ideal candidate is organized, detail-oriented, service-focused, and interested in developing expertise in wealth management operations, platform services, and firm integrations.
What You'll Do:
  • Support day-to-day operational initiatives across Bluespring firms.
  • Assist with execution of operational projects and process improvements.
  • Track and follow up on operational requests, issues, and action items.
  • Maintain operational documentation, procedures, and knowledge resources.
  • Coordinate with shared services teams to support timely issue resolution.
  • Prepare reports, presentations, and status updates.
  • New hire onboarding support
  • Maintain operational trackers and reporting tools.
  • Support data collection, validation, and reporting activities.
  • Assist with testing and validation of operational processes and technology enhancements.
  • Escalate issues and risks identified during day-to-day operations.
  • Support partner firms in understanding and utilizing approved platform tools.
  • Help develop training materials, guides, and resource documentation.
  • Gather feedback from firms and identify opportunities for operational improvements.
  • Promote consistent use of operational best practices.

What You Bring:
  • Strong organizational and time-management skills.
  • Excellent attention to detail.
  • Effective verbal and written communication skills.
  • Ability to manage multiple projects and priorities simultaneously.
  • Strong problem-solving skills and willingness to learn.
  • Collaborative and customer-service-oriented mindset.
  • Proficiency with Microsoft Office applications, particularly Excel, PowerPoint, and Teams
  • Bachelor's degree preferred.
  • 1-3 years of experience in operations, project coordination, client service, financial services, or a related field.
  • Familiarity with common fintech and CRM systems such as Redtail, Salesforce, Black Diamond, Orion, or similar is preferred.
  • Experience with project management tools, or workflow platforms is preferred.
  • Familiarity with wealth management, RIA operations, or financial services is preferred.

Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm
  • Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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