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Freelance Ria Financial Services Jobs in Georgia

Boutique Recruiting

Wealth Advisor

Atlanta, GA · On-site

... Service Representative for administrative support * Develop a holistic financial strategy ... Experience with Registered Investment Advisors (RIA) * Series 65 certification * Bachelor's degree ...

Stefanini

Event Planning Manager

Atlanta, GA · On-site

... freelance and Associate Event Management staff on the Live business and internal processes ... markets, including financial services, manufacturing, telecommunications, chemical services ...

Stefanini Group

Event Planning Manager

Atlanta, GA · On-site

... freelance and Associate Event Management staff on the Live business and internal processes ... markets, including financial services, manufacturing, telecommunications, chemical services ...

160over90

Creative Resourcing Manager

Atlanta, GA · On-site

... a full-service, channel-agnostic approach and a deep connection to the people, places, and ... freelance outreach and onboarding in collaboration with Finance and IT, and other projects as ...

160over90

Creative Resourcing Manager

Atlanta, GA · On-site

... a full-service, channel-agnostic approach and a deep connection to the people, places, and ... freelance outreach and onboarding in collaboration with Finance and IT, and other projects as ...

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Freelance Ria Financial Services information

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 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 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 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 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 Wealth Manager - Bluerock Wealth Management

Hightower

Alpharetta, GA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 23 days ago

Job description

Your Future Team
Bluerock Wealth Management is an established and successful financial advisory practice which is part of the larger Hightower network. Our practice is an ensemble, where team members collaborate as one on behalf of our clients. We believe our collaborative relationships and approach create results for every client we serve.
Shunning the legacy "sales" driven model and culture that has dominated financial services in years past, we place the utmost emphasis on meeting our clients at all the ups and downs of life's journey, by providing reliable, thoughtful, and straightforward advice. We deliver this advice by a purposeful construction of a well-diversified team, valuing diversity of backgrounds, and skills. It is through this ensemble approach we attempt to create ever increasing value to our clients.
This is a fiduciary fee-only practice. Our comprehensive approach covers the full spectrum of wealth management, including investing, financial planning, and tax mitigation. We employ a holistic, data-driven and inclusive approach. Make a plan. Make an investment. Make a difference.
We are looking for a Senior Wealth Advisor (SWM) to help bring our mission to life. The SWM is an important team member and directly delivers value to our clients. We care about finding great people, putting them in a role to accentuate their strengths, and charting a path together that supports your goals. By being flexible today and in the future, you don't need to feel locked into a fixed path or role.
What You'll Do
We are looking for an experienced Senior Wealth Manager to deliver a high level of personalized, attentive service to our clients, serving as a primary resource for all financial needs. You have experience making a positive impact on clients' lives. You are a proactive learner, who produces results amid varying work demands. As a growing company, Bluerock offers plentiful opportunities for internal growth and career development. You will report to a Partner of the practice.
  • Be a resource for clients on investments, tax planning, estate planning, insurance, education and retirement planning
  • Conduct in-depth reviews for clients and prospective clients
  • Develop financial plans and strategies
  • Facilitate meetings with clients and potential clients
  • Identify opportunities or pitfalls that may be present when it comes to all facets of a client's financial picture
  • Stay informed about the landscape of financial planning, including economic, legal, and investment trends, and general market developments and challenges that may affect affluent clients
  • Work with members of the operations, planning and investment teams to create/incorporate best practices
  • Collaborate with CPAs, attorneys and other Centers of Influence to meet client goals and needs
  • Assist partners with business development including closing leads and helping increase client wallet share

What You'll Bring
  • Bachelor's Degree in finance or accounting.
  • 7+ years in client facing role.
  • CFP®, CPA or CFA designation required.
  • Detailed knowledge of tax knowledge is required.
  • Detailed knowledge of complex estate planning concepts and implementation.
  • Familiarity with the aspects of working with small business owners and physicians.
  • Knowledge of Salesforce, Black Diamond, BNA, eMoney, Fidelity and Schwab platforms.
  • Ability to get started with building trust with existing and new clients.
  • Knowledge of the fee-only space will be given preference.

What We Offer
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • 401k Matching Plan
  • Paid Parental Leave
  • Student Loan Assistance
  • Pet Insurance
  • Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
  • Work/life Balance: Vacation time, flexible schedule
  • Career Path Opportunities

Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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