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Freelance Ria Financial Services Jobs in Georgia

Raya Workforce

Senior Tax Accountant

Atlanta, GA · On-site

$100K - $102K/yr

... financial guidance. As a CPA Firm, Broker-Dealer, and Registered Investment Advisor (RIA), the firm offers a full range of services, including Tax Planning and Preparation, Asset Management ...

Farther

Client Relationship Manager

Greensboro, GA · On-site +1

Significant experience in a client-facing support role within financial services, preferably at an RIA or wealth management firm * Strong relationship-building skills with the ability to build trust ...

Farther

Client Relationship Manager

Greensboro, GA · On-site

Significant experience in a client-facing support role within financial services, preferably at an RIA or wealth management firm * Strong relationship-building skills with the ability to build trust ...

Wealth Enhancement Group

Financial Advisor

Athens, GA

$79K - $120K/yr

We proudly provide unique financial plans and investment management services to over 80,000 ... Series 65 (RIA Only) * CFP preferred * Ability to provide high-level planning-oriented service

Wealth Enhancement Group

Financial Advisor

Athens, GA · On-site

$79K - $120K/yr

We proudly provide unique financial plans and investment management services to over 80,000 ... Series 65 (RIA Only) * CFP preferred * Ability to provide high-level planning-oriented service

MassMutual

Suitability Principal

Atlanta, GA · Hybrid

$69K - $90K/mo

... Financial Services (NFS). You will also be responsible for the review and acceptance of money ... RIA accounts, Brokerage accounts, Options accounts, 529 plans, money movement, transfers, and ...

Waverly Advisors, LLC

Client Service Associate

Atlanta, GA · On-site

$14 - $19.25/hr

... in an RIA or Broker/Dealer, strongly preferred. * Bachelor's degree in Finance, Business, or a related field, or, in lieu of a college degree, 5 years of experience in financial services.

New

Waverly Advisors, LLC

Client Service Associate

Atlanta, GA · On-site

$14 - $19.25/hr

... in an RIA or Broker/Dealer, strongly preferred. * Bachelor's degree in Finance, Business, or a related field, or, in lieu of a college degree, 5 years of experience in financial services.

New

Farther

Client Relationship Manager

Greensboro, GA · Hybrid

Significant experience in a client-facing support role within financial services, preferably at an RIA or wealth management firm * Strong relationship-building skills with the ability to build trust ...

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Freelance Ria Financial Services information

What is the difference between Freelance Ria Financial Services vs Ria Money Transfer Agent?

AspectFreelance Ria Financial ServicesRia Money Transfer Agent
CredentialsTypically no formal credentials required, but knowledge of financial regulations helpsRequires registration with Ria, adherence to company policies
Work EnvironmentIndependent, flexible, often remote or home-basedPhysical location at authorized agent outlets or stores
Employer & Industry UsageIndependent contractor offering financial servicesPart of Ria's network of authorized agents for money transfer
Common Search & ComparisonOften searched by individuals seeking freelance financial servicesCompared 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 is a freelance RIA financial services provider?

Freelance Ria Financial Services typically refers to independent professionals who provide services related to Ria Financial, such as money transfers, remittance processing, and customer support, without being directly employed by the company. These freelancers may work with businesses or individuals to facilitate secure and compliant international money transfers using Ria's platform. Their responsibilities can include client onboarding, transaction management, and ensuring compliance with financial regulations. This flexibility allows them to offer Ria's services in various locations and cater to a diverse clientele.

What challenges do freelance RIA financial services providers face, and how can they navigate them?

Freelance professionals working with Ria Financial Services often encounter challenges such as adapting to strict compliance requirements, managing multiple client transactions efficiently, and keeping up with evolving financial regulations. It's important to stay organized, maintain clear communication with Ria's support teams, and regularly update oneself on the latest anti-money laundering (AML) and KYC guidelines. Building strong relationships with both clients and Ria’s internal teams can help freelancers resolve issues quickly and ensure smooth operations.

What skills and qualifications are needed to thrive as a freelance RIA financial services provider?

To thrive as a Freelance Financial Services Provider for Ria, you need a solid understanding of financial products, money transfer regulations, and compliance procedures, often supported by relevant experience or certifications in finance or money services. Familiarity with Ria’s digital platforms, payment processing systems, and anti-money laundering (AML) tools is typically required. Excellent customer service skills, trustworthiness, and effective communication help build client relationships and ensure regulatory adherence. These skills and qualities are critical for delivering secure, efficient services and maintaining compliance in a competitive financial environment.
What are the most commonly searched types of Ria Financial Services jobs in Georgia? The most popular types of Ria Financial Services jobs in Georgia are:
What cities in Georgia are hiring for Freelance Ria Financial Services jobs? Cities in Georgia with the most Freelance Ria Financial Services job openings:
Freelance Ria Financial Services jobs near you

Senior Tax Accountant

Raya Workforce

Atlanta, GA • On-site

$100K - $102K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

Job description

Job Title: Senior Tax Accountant
Location: Atlanta, GA
Job Type: Full-Time | Direct hire
Salary: Base $100K-$102K
Work-Life Balance: Hybrid schedule – 2 to 3 days working from home each week.
 
About:
A growing financial services firm integrating Tax, Accounting, and Wealth Management to provide clients with comprehensive financial guidance. As a CPA Firm, Broker-Dealer, and Registered Investment Advisor (RIA), the firm offers a full range of services, including Tax Planning and Preparation, Asset Management, Retirement Planning, Accounting, and Payroll. Through close collaboration between Tax and Wealth Advisors, the firm delivers personalized strategies that support both immediate and long-term financial goals.
 
Primary Responsibilities:
  • Prepare and review complex individual, corporate, partnership, and trust tax returns in compliance with federal, state, and local regulations.
  • Research and interpret tax laws and regulations to ensure compliance and identify tax planning opportunities.
  • Provide strategic tax planning and consulting services to clients, including advising on tax implications of business transactions and restructuring.
  • Analyze financial data and prepare tax projections to assist clients in making informed financial decisions.
  • Manage client relationships and serve as the primary point of contact for tax-related inquiries and issues.
 
Qualifications:
  • Bachelor's degree in Accounting, Finance, or related field.
  • Master’s in Taxation or Accounting is a plus.
  • Certified Public Accountant (CPA) license and/or Enrolled Agent designation.
  • 4+ years of relevant tax and accounting experience.
  • Proven ability to complete complex tax returns independently, without reliance on supervisory review.
  • Strong knowledge of federal and multi-state tax codes and compliance requirements.
  • Proficiency with tax preparation software and financial analysis tools (experience with Thomson Reuters Ultra Tax & Accounting CS is a plus).
  • Ability to multi-task with excellent written and verbal communication skills.
  • Exceptional attention to detail, organization, and problem-solving skills.
 
Benefits:
  • Health Benefits: A Qualified Small Employer HRA (QSEHRA) that reimburses employees tax-free for medical, vision, and dental insurance premiums.
  • Retirement Plan: 401(k) with employer match.
  • Paid Time Off: Unlimited PTO, plus paid holidays.
  • Professional Development: Support for continuing education and professional certifications.
  • Work/Life Balance: Hybrid work schedule.
  • Discretionary and Performance-based bonus opportunities.