S. RIA, FA, and wealth management client segment; build, maintain, and deepen relationships with ... Required: * 14+ years of financial services sales experience, with deep, established coverage of ...
S. RIA, FA, and wealth management client segment; build, maintain, and deepen relationships with ... Required: * 14+ years of financial services sales experience, with deep, established coverage of ...
Financial Services Operations Associate
$50K - $60K/yr
... financial services (Broker Dealer and ... or RIA) Proficient in Microsoft Excel, Word, PowerPoint, Outlook, TEAMs with aptitude for ...
Financial Services Operations Associate
$50K - $60K/yr
... financial services (Broker Dealer and ... or RIA) Proficient in Microsoft Excel, Word, PowerPoint, Outlook, TEAMs with aptitude for ...
Financial Services Operations & Client Service Associate
Dallas, TX · On-site
$25 - $35/hr
... Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre ... In a small RIA, every seat matters. You'll see the whole picture, take real ownership, and your ...
Quick apply
Financial Services Operations & Client Service Associate
Dallas, TX · On-site
$25 - $35/hr
... Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre ... In a small RIA, every seat matters. You'll see the whole picture, take real ownership, and your ...
Financial Services Operations & Client Service Associate
Dallas, TX · On-site
$25 - $35/hr
... Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre ... In a small RIA, every seat matters. You'll see the whole picture, take real ownership, and your ...
Quick apply
Financial Services Operations & Client Service Associate
Dallas, TX · On-site
$25 - $35/hr
... Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre ... In a small RIA, every seat matters. You'll see the whole picture, take real ownership, and your ...
RIA Channel Marketing Lead
Manhattan, NY · On-site
$120 - $160/hr
The ideal candidate has a Bachelor's degree and over 5 years of channel marketing leadership experience in financial services. A strong understanding of RIA channels, as well as digital marketing ...
New
RIA Channel Marketing Lead
Manhattan, NY · On-site
$120 - $160/hr
The ideal candidate has a Bachelor's degree and over 5 years of channel marketing leadership experience in financial services. A strong understanding of RIA channels, as well as digital marketing ...
New
Relationship Manager - Financial Services, Chicago
Chicago, IL · On-site
$70 - $100/hr
... implementing, servicing, and developing financial technology for financial advisors. With a ... This role manages a portfolio of Registered Investment Advisor (RIA) firms, delivering proactive ...
Relationship Manager - Financial Services, Chicago
Chicago, IL · On-site
$70 - $100/hr
... implementing, servicing, and developing financial technology for financial advisors. With a ... This role manages a portfolio of Registered Investment Advisor (RIA) firms, delivering proactive ...
Relationship Manager - Financial Services, Chicago
Chicago, IL · On-site
$70K - $100K/yr
... implementing, servicing, and developing financial technology for financial advisors. With a ... This role manages a portfolio of Registered Investment Advisor (RIA) firms, delivering proactive ...
Relationship Manager - Financial Services, Chicago
Chicago, IL · On-site
$70K - $100K/yr
... implementing, servicing, and developing financial technology for financial advisors. With a ... This role manages a portfolio of Registered Investment Advisor (RIA) firms, delivering proactive ...
... implementing, servicing, and developing financial technology for financial advisors. With a ... This role manages a portfolio of Registered Investment Advisor (RIA) firms, delivering proactive ...
Quick apply
... implementing, servicing, and developing financial technology for financial advisors. With a ... This role manages a portfolio of Registered Investment Advisor (RIA) firms, delivering proactive ...
Sales Executives, Wealth Management Technology
New York, NY · On-site
$70/hr
... services firms and technology companies to more intelligently aggregate, manage, and analyze ... Requirements:- -2 -3 years of sales experience in the RIA/financial advisory space. -Familiarity ...
Sales Executives, Wealth Management Technology
New York, NY · On-site
$70/hr
... services firms and technology companies to more intelligently aggregate, manage, and analyze ... Requirements:- -2 -3 years of sales experience in the RIA/financial advisory space. -Familiarity ...
Product Legal Counsel
Denver, CO · On-site
$135K - $175K/yr
EEFT), Ria is a leading expert in cross-border payments that delivers innovative financial services, including fast, secure, and affordable global money transfers. With the world's largest cross ...
Product Legal Counsel
Denver, CO · On-site
$135K - $175K/yr
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Sales Executives, Wealth Management Technology
Jersey City, NJ · On-site
$70/hr
... services firms and technology companies to more intelligently aggregate, manage, and analyze ... Requirements:- -2 -3 years of sales experience in the RIA/financial advisory space. -Familiarity ...
Sales Executives, Wealth Management Technology
Jersey City, NJ · On-site
$70/hr
... services firms and technology companies to more intelligently aggregate, manage, and analyze ... Requirements:- -2 -3 years of sales experience in the RIA/financial advisory space. -Familiarity ...
Financial Advisor
Findlay, OH · On-site
$100K - $150K/yr
Financial Advisor Resolute Wealth Advisor Join a Growing RIA | No Sales Required to Start ... Demand for our services has exceeded capacity, which means you'll step directly into working with ...
Quick apply
Financial Advisor
Findlay, OH · On-site
$100K - $150K/yr
Financial Advisor Resolute Wealth Advisor Join a Growing RIA | No Sales Required to Start ... Demand for our services has exceeded capacity, which means you'll step directly into working with ...
Financial Advisor
Findlay, OH · On-site
$100K - $150K/yr
Financial Advisor - Resolute Wealth Advisor Join a Growing RIA | No Sales Required to Start ... Demand for our services has exceeded capacity, which means you'll step directly into working with ...
Financial Advisor
Findlay, OH · On-site
$100K - $150K/yr
Financial Advisor - Resolute Wealth Advisor Join a Growing RIA | No Sales Required to Start ... Demand for our services has exceeded capacity, which means you'll step directly into working with ...
Experience working in a Registered Investment Advisor (RIA), financial planning, wealth management, or investment services environment. * Experience using Advyzon for CRM management, client reporting ...
Quick apply
Experience working in a Registered Investment Advisor (RIA), financial planning, wealth management, or investment services environment. * Experience using Advyzon for CRM management, client reporting ...
Develop, maintain, and refine RIA-focused business plans, including advisor segmentation ... Five or more years of experience in financial services, private wealth distribution, intermediary ...
Develop, maintain, and refine RIA-focused business plans, including advisor segmentation ... Five or more years of experience in financial services, private wealth distribution, intermediary ...
Financial Advisor - RIA
Houston, TX · On-site
Financial Advisor Confidential RIA | Houston Metro A growing independent wealth management firm is ... This role is ideal for an advisor who enjoys comprehensive planning, client service, investment ...
Quick apply
Financial Advisor - RIA
Houston, TX · On-site
Financial Advisor Confidential RIA | Houston Metro A growing independent wealth management firm is ... This role is ideal for an advisor who enjoys comprehensive planning, client service, investment ...
Financial Advisor - RIA
Washington, DC · On-site
Financial Advisor Confidential RIA | Washington, D.C. A growing independent wealth management firm ... This role is ideal for an advisor who enjoys comprehensive planning, client service, investment ...
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Financial Advisor - RIA
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Financial Advisor Confidential RIA | Washington, D.C. A growing independent wealth management firm ... This role is ideal for an advisor who enjoys comprehensive planning, client service, investment ...
Financial Advisor Confidential RIA | Minneapolis, MN A growing independent wealth management firm ... This role is ideal for an advisor who enjoys comprehensive planning, client service, investment ...
Quick apply
Financial Advisor Confidential RIA | Minneapolis, MN A growing independent wealth management firm ... This role is ideal for an advisor who enjoys comprehensive planning, client service, investment ...
Develop, maintain, and refine RIA-focused business plans, including advisor segmentation ... Five or more years of experience in financial services, private wealth distribution, intermediary ...
Develop, maintain, and refine RIA-focused business plans, including advisor segmentation ... Five or more years of experience in financial services, private wealth distribution, intermediary ...
A fast-growing financial services firm is seeking a Chief Compliance Officer (CCO) to manage compliance functions for its RIA and Broker-Dealer operations. The ideal candidate will have strong ...
A fast-growing financial services firm is seeking a Chief Compliance Officer (CCO) to manage compliance functions for its RIA and Broker-Dealer operations. The ideal candidate will have strong ...
Freelance Ria Financial Services information
See salary details
$23.52 is the 25th percentile. Wages below this are outliers.
$14.90 - $25.57
31% of jobs
The median wage is $32.14 / hr.
$25.57 - $36.23
31% of jobs
$36.23 - $46.90
4% of jobs
$56.23 is the 75th percentile. Wages above this are outliers.
$46.90 - $57.56
10% of jobs
$57.56 - $68.23
9% of jobs
$68.23 - $78.89
5% of jobs
$78.89 - $89.55
0% of jobs
$89.55 - $100.22
8% of jobs
$100.22 - $110.88
0% of jobs
$110.88 - $121.55
0% of jobs
$121.55 - $132.21
1% of jobs
$14
$47
$132
How much do freelance ria financial services jobs pay per hour?
What is a freelance RIA financial services provider?
What skills and qualifications are needed to thrive as a freelance RIA financial services provider?
What challenges do freelance RIA financial services providers face, and how can they navigate them?
What is the difference between Freelance Ria Financial Services vs Ria Money Transfer Agent?
| Aspect | Freelance Ria Financial Services | Ria Money Transfer Agent |
|---|---|---|
| Credentials | Typically no formal credentials required, but knowledge of financial regulations helps | Requires registration with Ria, adherence to company policies |
| Work Environment | Independent, flexible, often remote or home-based | Physical location at authorized agent outlets or stores |
| Employer & Industry Usage | Independent contractor offering financial services | Part of Ria's network of authorized agents for money transfer |
| Common Search & Comparison | Often searched by individuals seeking freelance financial services | Compared for those wanting to become official Ria agents |
Freelance Ria Financial Services typically involve independent work providing financial services without formal employment, while Ria Money Transfer Agents are authorized locations that facilitate money transfers as part of Ria's network. The main difference lies in the work setup and official registration requirements.
What cities are hiring for Freelance Ria Financial Services jobs?
Cities with the most Freelance Ria Financial Services job openings:
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The most popular types of Ria Financial Services jobs are:
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States with the most job openings for Freelance Ria Financial Services jobs include:

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Job description
Cboe Global Markets is seeking a Director and senior producer to lead coverage of the Registered Investment Advisor (RIA), Financial Advisor (FA), and broader Wealth Management channel across the United States. This is a senior, client-facing sales role within the Global Derivatives Sales team and represents a strategic priority for Cboe as wealth platforms rapidly expand their use of listed derivatives for income generation, portfolio protection, and capital-efficient exposure.
This role is classified internally as a Professional, P6 Senior Expert, reflecting the seniority, specialized expertise, and enterprise-level impact required. The Director will serve as the lead and senior-most producer on the Wealth Management coverage team and will be recognized both internally and externally as a leading industry authority on listed derivatives for the advisor and wealth channel, applying mastery of the field to shape strategy, resolve the most complex client and market challenges, and influence Cboe's long-term direction in this space.
The Director will own and grow a high-value client franchise spanning independent RIAs, wirehouse and independent broker-dealer financial advisors, family offices, and bank wealth management platforms. Reporting directly to Natalie Reed, this individual will serve as the primary point of contact for wealth-channel clients, driving adoption of Cboe's full suite of listed options and futures products, and translating the power of exchange-traded derivatives into actionable solutions for advisors and their end clients. The role historically also involves heavy interplay with Cboe's Options Institute, Listings and Data Vantage teams, partnering closely on product education, market structure insights, and data-driven content that supports the wealth channel.
Your responsibilities will be:
- Works on enterprise-critical, highly specialized, or strategically important projects. The role may provide direction with or across functions, advise on the most complex matters, and shape future practices, standards, products, services, or functional strategy.
- Impacts business or functional direction through expert judgment, new approaches, or resolution of critical issues. Decisions and recommendations may inform long-term plans, standards, or strategic choices.
- Provides expert guidance on critical issues and applies extensive field, business, and technical knowledge to develop new approaches or resolve problems with significant functional or business impact.
- Identify and develop new client prospects; manage a robust pipeline and accurately forecast revenue and engagement metrics for senior leadership.
- Partner closely with Cboe Listings and Data Vantage Solutions, alongside Cboe Labs, Marketing, Options Institute, Derivatives Market Intelligence, and Global Sales, to create wealth-channel-specific content, research, and go-to-market campaigns.
- Represent Cboe at industry conferences, client forums, advisor platforms, and educational events; serve as a senior thought leader and spokesperson for listed derivatives in the wealth space.
- Provide expert-level market intelligence and client feedback to senior leadership and product teams to inform and shape Cboe's strategic roadmap for the wealth channel.
- Develop and deliver educational programming and content, including webinars, training sessions, and white papers, tailored to advisors at varying levels of derivatives fluency.
- Coordinate with international sales colleagues to share best practices and identify cross-border opportunities within global wealth platforms.
- Serve as the senior producer on the Wealth Management coverage team, owning end-to-end coverage of the U.S. RIA, FA, and wealth management client segment; build, maintain, and deepen relationships with key decision-makers across RIAs, wirehouses, IBDs, family offices, and wealth management platforms.
- Drive revenue and volume growth across Cboe's listed derivatives product suite, including SPX, VIX, and other index options, within the wealth channel.
- Act as the recognized industry expert and trusted advisor for wealth management clients, delivering market insights, product education, and tailored trading strategies (e.g., income generation, downside).
The ideal candidate has:
Required:
- 14+ years of financial services sales experience, with deep, established coverage of RIAs, financial advisors, or wealth management firms; candidates must be recognized as a senior producer and industry expert in listed derivatives for the wealth channel.
- Deep, expert-level knowledge of listed equity and index options (SPX, VIX, ETF options) and/or futures; ability to serve as the definitive derivatives authority for both sophisticated and emerging advisor audiences.
- Well-established, long-standing relationships within the U.S. RIA and/or wirehouse /IBD ecosystem, reflecting a mature, senior-level network built over 14+ years in the industry.
- Demonstrated, sustained track record as a top-producing sales professional, consistently meeting and exceeding sales targets in a client-facing derivatives or structured products role.
- Exceptional communication, presentation, and relationship management skills, with the gravitas to operate as a senior representative of Cboe with C-suite and executive-level clients.
- Ability to operate independently and as a senior, high-impact contributor within a collaborative, global team.
- Willingness to travel across the U.S. to visit clients and attend industry events.
Preferred:
- Prior senior-level experience at an exchange, options market maker, bank/broker-dealer, or asset manager with a derivatives-focused mandate.
- Familiarity with model portfolio construction, separately managed accounts (SMAs), and the operational workflows of RIA custodians (e.g., Schwab, Fidelity, Pershing).
- Experience with options overlay strategies, defined outcome/buffered ETF products, or risk management programs marketed to the advisor channel.
- Strong network across advisor platform ecosystems such as CAIS, iCapital, Envestnet, or similar for outcomes that shape standards, direction, or strategic choices within the function or broader enterprise.
Benefits and Perks of working for Cboe Global Markets
We value the total wellbeing of our people including health, financial, personal and social wellness. We believe standard benefits like health insurance and fair pay are a given at any organization. Still, you should know we offer:
- Fair and competitive salary and incentive compensation packages with an upside for overachievement
- Generous paid time off, including vacation, personal days, sick days and annual community service days
- Health, dental and vision benefits, including access to telemedicine and mental health services
- 2:1 401(k) match, up to 8% match immediately upon hire
- Discounted Employee Stock Purchase Plan
- Tax Savings Accounts for health, dependent and transportation
- Employee referral bonus program
- Volunteer opportunities to help you give back to your communities
Some of our associates' favorite benefits and perks include:
- Complimentary lunch, snacks and coffee in any Cboe office
- Paid Tuition assistance and education opportunities
- Generous charitable giving company match
- Paid parental leave and fertility benefits
- On-site gyms and discounts to other fitness centers
- Paid Time Off
More About Cboe Global Markets
We're reimagining the future of the workplace by focusing on what matters most, our people. Our journey is an inclusive one. We're investing deeply in leadership programs and career development initiatives that ensure everyone has an equal chance to succeed.
We work with purpose, solving problems with ingenuity, collaboration, and a lot of passion. We're an engaged and excited team connecting markets across borders and embracing growth in all its forms to achieve incredible outcomes.
Learn more about life at Cboe on our website and LinkedIn.
Equal Employment Opportunity
We're proud to be an equal opportunity employer do not discriminate against any employee or applicant for employment based on any legally protected characteristic, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or veteran status. We are committed to fostering a workplace where all individuals are valued and respected.
This position is not eligible for visa sponsorship. Candidates must be legally authorized to work in the United States without the need for employer sponsorship now or in the future.
Salary Ranges (applicable for US locations only)
At Cboe, we are committed to providing a competitive, transparent, and market?informed total rewards program. The anticipated base salary range for this role is $177,650-$261,250, with actual compensation determined by job?related factors such
About CBOE GLOBAL MARKETS
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
501 - 1,000 Employees
Headquarters location
Chicago, IL, US
Year founded
1973