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Executive Ria Firm Jobs (NOW HIRING)

W3Global Inc.

Financial Advisor

Alpharetta, GA

$75K - $80K/yr

Independent registered investment advisory (RIA) firm managing over $400 million in assets for high ... Serves business owners, executives, professionals, and individuals with $1M+ in savings

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$93.6K

$184K

How much do executive ria firm jobs pay per year?

As of May 31, 2026, the average yearly pay for executive ria firm in the United States is $93,552.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,000.00 and $120,500.00 per year, depending on experience, location, and employer.

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.

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What cities are hiring for Executive Ria Firm jobs? Cities with the most Executive Ria Firm job openings:
What are the most commonly searched types of Ria Firm jobs? The most popular types of Ria Firm jobs are:
What states have the most Executive Ria Firm jobs? States with the most job openings for Executive Ria Firm jobs include:
What job categories do people searching Executive Ria Firm jobs look for? The top searched job categories for Executive Ria Firm jobs are:
Executive Ria Firm jobs near you
Infographic showing various Executive Ria Firm job openings in the United States as of May 2026, with employment types broken down into 7% Full Time, 21% Part Time, and 72% Contract. Highlights an 3% Physical, 38% Hybrid, and 59% Remote job distribution, with an average salary of $93,552 per year, or $45 per hour.
Financial Advisor

Financial Advisor

W3Global Inc.

Alpharetta, GA

$75K - $80K/yr

Full-time

Medical, Retirement, PTO

Posted 28 days ago

Job description

ROLE - FINANCIAL ADVISOR (Wealth management Firm)
LOCATION - ALPHARETTA, GA
WORK TYPE - FULL-TIME | IN-OFFICE

ABOUT THE JOB

  • Independent registered investment advisory (RIA) firm managing over $400 million in assets for high-net-worth individuals, couples, and families

  • Provides financial and retirement planning services including wealth management, tax strategies, income solutions, protection, and legacy planning

  • Serves business owners, executives, professionals, and individuals with $1M+ in savings

  • Collaborative, team-oriented environment where contributions are valued and focused on delivering meaningful client outcomes

ROLE PURPOSE

  • Meet with a steady flow of qualified prospects and convert them into long-term clients

  • Demonstrate the value of comprehensive financial planning strategies

  • Help clients achieve goals across investing, income, tax, protection, and legacy planning

KEY OUTCOMES: DELIVERING FINANCIAL ADVISORY EXCELLENCE

  • Meet with prospects and identify risks and opportunities in existing financial plans

  • Demonstrate value of comprehensive planning strategies

  • Convert qualified prospects into long-term clients

  • Build and communicate financial plans covering investing, income, tax, protection, and legacy

  • Proactively communicate and follow up with prospects and clients regarding goals and plans

SKILLS & EXPERIENCE NEEDED

  • Education: Background in financial planning, tax, accounting, business, economics, or related field

  • Experience: Minimum 3+ years of Financial Advisory and/or Wealth Management experience

  • Certifications: CFP® designation required

  • Licensing: Series 63, 65, or 66 required; Health and Life Insurance licenses required

  • Technical: Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook); strong Excel skills required

  • Sales Ability: Ability to follow a sales process and confidently articulate financial concepts

  • Planning: Ability to build comprehensive financial plans across investing, income, tax, protection, and legacy

  • Presentation: Ability to clearly present financial plans and their benefits

  • Communication: Strong verbal communication skills and ability to build relationships

DUTIES & RESPONSIBILITIES

  • Meet with prospects and use structured tools/processes to identify financial gaps and opportunities

  • Demonstrate value through a proven financial planning methodology

  • Communicate effectively with prospects and clients to guide decision-making in their best interest

  • Maintain proactive communication and follow-ups with prospects and clients regarding goals and plans

COMPENSATION & BENEFITS

  • Paid Time Off (PTO) and paid holidays

  • Health plan options available

  • Retirement plan with employer contribution

  • Standard working hours: Monday-Friday, in-office

HOW TO APPLY

  • Submit your resume via the provided application process

  • Ideal for self-motivated, service-oriented professionals driven to deliver high-impact client outcomes

EQUAL OPPORTUNITY EMPLOYER

  • Committed to building a diverse and inclusive workplace

  • All qualified applicants will receive consideration without regard to protected characteristics

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

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