... financial services, asset management, or annuity distribution Proven success in enterprise or institutional sales, particularly within the RIA channel Demonstrated ability to build and close large ...
Quick apply
... financial services, asset management, or annuity distribution Proven success in enterprise or institutional sales, particularly within the RIA channel Demonstrated ability to build and close large ...
... financial services, asset management, or annuity distribution * Proven success in enterprise or institutional sales, particularly within the RIA channel * Demonstrated ability to build and close ...
... financial services, asset management, or annuity distribution * Proven success in enterprise or institutional sales, particularly within the RIA channel * Demonstrated ability to build and close ...
... financial services, asset management, or annuity distribution * Proven success in enterprise or institutional sales, particularly within the RIA channel * Demonstrated ability to build and close ...
... financial services, asset management, or annuity distribution * Proven success in enterprise or institutional sales, particularly within the RIA channel * Demonstrated ability to build and close ...
Internal Sales Consultant
Louisville, KY · On-site
... registered investment advisor (RIA) firms. This role is designed for a high-energy sales ... financial services, FinTech, insurance, annuities, or asset management.Experience working with ...
Quick apply
Internal Sales Consultant
Louisville, KY · On-site
... registered investment advisor (RIA) firms. This role is designed for a high-energy sales ... financial services, FinTech, insurance, annuities, or asset management.Experience working with ...
Internal Sales Consultant
Louisville, KY · On-site
... registered investment advisor (RIA) firms. This role is designed for a high-energy sales ... in financial services, FinTech, insurance, annuities, or asset management. * Experience working ...
Internal Sales Consultant
Louisville, KY · On-site
... registered investment advisor (RIA) firms. This role is designed for a high-energy sales ... in financial services, FinTech, insurance, annuities, or asset management. * Experience working ...
... registered investment advisor (RIA) firms. This role is designed for a high-energy sales ... in financial services, FinTech, insurance, annuities, or asset management. * Experience working ...
... registered investment advisor (RIA) firms. This role is designed for a high-energy sales ... in financial services, FinTech, insurance, annuities, or asset management. * Experience working ...
$85 - $130/hr
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors ... Advisors at Savvy service up to 50% more households and save 19 hours a week. AI runs through ...
New
$85 - $130/hr
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors ... Advisors at Savvy service up to 50% more households and save 19 hours a week. AI runs through ...
New
$120 - $165/hr
... financial services sector through innovation and thought leadership. We're seeking creative ... Vet, onboard, and manage freelance and contract creative resources as needed * Oversee the Creative ...
New
$120 - $165/hr
... financial services sector through innovation and thought leadership. We're seeking creative ... Vet, onboard, and manage freelance and contract creative resources as needed * Oversee the Creative ...
New
Business Development Associate
Louisville, KY · On-site
$75K - $85K/yr
... paced financial services environment and is eager to grow within a client-facing business ... Prior exposure to RIA, Broker Dealer or Custodial Platforms (e.g., Schwab, Fidelity, Pershing) a ...
Business Development Associate
Louisville, KY · On-site
$75K - $85K/yr
... paced financial services environment and is eager to grow within a client-facing business ... Prior exposure to RIA, Broker Dealer or Custodial Platforms (e.g., Schwab, Fidelity, Pershing) a ...
... RIA custodial management required * Bachelor's degree required with concentration in Finance ... Service-oriented leader with clear, professional communication skills and the ability to build ...
... RIA custodial management required * Bachelor's degree required with concentration in Finance ... Service-oriented leader with clear, professional communication skills and the ability to build ...
... RIA custodial management required * Bachelor's degree required with concentration in Finance ... Service-oriented leader with clear, professional communication skills and the ability to build ...
... RIA custodial management required * Bachelor's degree required with concentration in Finance ... Service-oriented leader with clear, professional communication skills and the ability to build ...
Head of Wealth Management Trading
Louisville, KY · On-site
$120 - $160/hr
... RIA custodial management required* Bachelor's degree required with concentration in Finance ... Service-oriented leader with clear, professional communication skills and the ability to build ...
Head of Wealth Management Trading
Louisville, KY · On-site
$120 - $160/hr
... RIA custodial management required* Bachelor's degree required with concentration in Finance ... Service-oriented leader with clear, professional communication skills and the ability to build ...
... financial efficiency. * Monitor key KPIs (e.g. throughput, quality metrics, Gross Margin ... NLTK, spaCy), and building lightweight web services or tools (e.g. FastAPI, Flask). * Solid ...
... financial efficiency. * Monitor key KPIs (e.g. throughput, quality metrics, Gross Margin ... NLTK, spaCy), and building lightweight web services or tools (e.g. FastAPI, Flask). * Solid ...
Tax Manager
Louisville, KY · Hybrid
$120K - $160K/yr
About the Firm We are representing a boutique, high-touch RIA based in Louisville, Kentucky, built ... The goal is to give clients one cohesive, high-end experience where financial planning and tax ...
Quick apply
Tax Manager
Louisville, KY · Hybrid
$120K - $160K/yr
About the Firm We are representing a boutique, high-touch RIA based in Louisville, Kentucky, built ... The goal is to give clients one cohesive, high-end experience where financial planning and tax ...
Tax Manager
Louisville, KY · On-site
$90 - $140/hr
About the Firm We are representing a boutique, high-touch RIA based in Louisville, Kentucky, built ... The goal is to give clients one cohesive, high‑end experience where financial planning and tax ...
Tax Manager
Louisville, KY · On-site
$90 - $140/hr
About the Firm We are representing a boutique, high-touch RIA based in Louisville, Kentucky, built ... The goal is to give clients one cohesive, high‑end experience where financial planning and tax ...
Freelance Ria Financial Services information
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 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 cities in Kentucky are hiring for Freelance Ria Financial Services jobs?
Cities in Kentucky with the most Freelance Ria Financial Services job openings:
Full-time
Medical, Life, Retirement
Re-posted 4 days ago
Job description
Regional Vice President, Enterprise Partnerships (Investments)Location: Remote / Hybrid Employment Type: Full-Time Reports to: SVP, Advisor & Firm Growth Role OverviewDPL Financial Partners is seeking a senior, externally facing Regional Vice President to lead enterprise relationship development and drive growth across the largest RIAs in the industry. This individual will operate as a strategic investment partner to advisory firms, combining deep investment expertise with a consultative sales approach to accelerate adoption of fee-based annuity solutions.This is a high-impact, quota-carrying role focused on building C-suite relationships, influencing portfolio construction decisions, and driving large-scale enterprise partnerships. Key ResponsibilitiesEnterprise Sales & Relationship ManagementOwn and grow relationships with large RIA firms ($1B–$50B+ AUM) within an assigned territory Develop and execute a targeted business plan to drive membership adoption and product flows Establish credibility as a trusted investment resource to CIOs, Heads of Investment, and Financial Planning leadership Lead complex, multi-stakeholder sales cycles from initial engagement through close and onboarding Drive asset conversion opportunities (e.g., 1035 exchanges, new allocations) into fee-based annuity solutions Investment-Led ConsultingServe as a subject matter expert on portfolio construction, retirement income strategies, and annuity integration Position annuities within broader investment frameworks (e.g., alternatives, fixed income replacement, income sleeves) Partner with firms to solve for client outcomes: income, downside protection, tax efficiency, and diversification Deliver investment-focused presentations to investment committees and advisor teams Business Development & Market PresenceProactively source and engage new enterprise opportunities through networking, referrals, and industry presence Represent DPL at industry conferences, events, and executive meetings Identify and capitalize on trends across the RIA and wealth management landscape Strategic Influence & LeadershipProvide field insights to senior leadership on product gaps, competitive dynamics, and advisor needs Contribute to go-to-market strategy, including messaging, segmentation, and enterprise engagement models Mentor and support internal sales team members on advanced sales strategies and investment positioning QualificationsExperience7–12+ years of experience in financial services, asset management, or annuity distribution Proven success in enterprise or institutional sales, particularly within the RIA channel Demonstrated ability to build and close large, complex deals with senior stakeholders Strong background in investments, portfolio construction, or retirement income strategies Technical & Professional ExpertiseDeep understanding of: Annuities (RILAs, fixed indexed, advisory solutions) Investment portfolios and asset allocation frameworks Retirement income planning and tax-aware strategies Ability to translate complex investment concepts into clear, compelling client solutions Licensing & EducationBachelor's degree required (Finance, Economics, or related field preferred) FINRA Series 6/7 and 63 (or ability to obtain) Life & Health Insurance licenses required CFA, CFP, or CAIA designation is a strong plus Key AttributesExecutive presence with the ability to engage C-suite and investment committees Highly self-motivated with a "must win" mentality and ownership mindset Strong communicator with the ability to influence both technical and non-technical audiences Strategic thinker who can operate at both enterprise and tactical levels TravelTravel required up to 30–40%, focused on client meetings, conferences, and key events What Success Looks LikeConsistent achievement of sales and asset growth targets Expansion of DPL's footprint within top-tier RIA firms Recognition as a go-to investment partner for advisors and home offices Measurable impact on enterprise adoption and long-term revenue growth
Job Posted by ApplicantPro
Job Posted by ApplicantPro
About DPL Financial Partners
Sourced by ZipRecruiter
Industry
Insurance services
Company size
11 - 50 Employees
Headquarters location
Louisville, KY, US
Year founded
2014