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Freelance Ria Financial Services Jobs in Tennessee

HHM CPAs

Financial Advisor

Chattanooga, TN · On-site

... Advisor (RIA) and as such all revenues generated are derived from fee-for-service client ... The Incumbent will be charged with monitoring financial, political and tax trends to ensure client ...

Adams Keegan

Financial Advisor

Memphis, TN

... based RIA with over $2.7 billion in assets under management is seeking an experienced Financial ... Focus exclusively on client service and business development -- all planning, investment management ...

RIA Recruiting

Client Service Associate

Nashville, TN · On-site

$65K - $80K/yr

... financial services experience * Adept and skilled with technology - we are a tech-forward firm. Mac experience is a plus * Series 65 or the ability to obtain in the first 6 months * Ability to ...

Mesirow Financial

Municipal Salesperson

Brentwood, TN

$75K - $150K/yr

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in ... RIA firms. Our Institutional Sales and Trading group is comprised of over 60 dedicated traders ...

RIA Recruiting

Client Service Associate

Nashville, TN · On-site

$70K - $90K/yr

... financial services experience * Adept and skilled with technology we are a tech-forward firm. Mac experience is a plus * Series 65 or the ability to obtain in the first 6 months * Ability to ...

RIA Recruiting

Client Service Associate

Nashville, TN · On-site

$70K - $90K/yr

... financial services experience * Adept and skilled with technology - we are a tech-forward firm. Mac experience is a plus * Series 65 or the ability to obtain in the first 6 months * Ability to ...

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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 Tennessee?

The most popular types of Ria Financial Services jobs in Tennessee are:

What cities in Tennessee are hiring for Freelance Ria Financial Services jobs?

Cities in Tennessee with the most Freelance Ria Financial Services job openings:

Freelance Ria Financial Services jobs near you

Senior Administrative & Operations Specialist -Nashville,TN

RK Partners

Nashville, TN • On-site

Full-time

Re-posted 16 days ago

Job description

Wealth Management - Client Service & Operations Associate

Nashville, TN | Primarily In-Office
Onsite during training; Monday-Thursday in office during the first year

We are seeking a highly organized and detail-oriented professional to support a team of financial advisors at a growing wealth management firm. This is a heavily administrative and operational role for someone who enjoys keeping things organized, following through on details, and making sure nothing falls through the cracks.

The ideal candidate has experience within wealth management, an RIA, financial planning firm, or similar environment and understands the day-to-day demands of supporting advisors and their clients. An Executive Assistant or administrative professional with experience in wealth management who is interested in building a career in the industry and obtaining their licenses would also be a strong fit.

This is an opportunity to become an integral part of the advisor team, develop a deeper understanding of wealth management, and grow your responsibilities over time. Licensing will be required within the first 6-12 months, making this a strong opportunity for someone who is interested in building a long-term career in wealth management.

What You'll Do

Provide Administrative & Operational Support

  • Provide day-to-day administrative support to one or more financial advisors

  • Manage calendars, inboxes, client communications, and follow-up

  • Prepare for client meetings and assist with meeting logistics

  • Maintain CRM records, files, tasks, and client information

  • Coordinate scheduling and day-to-day logistics

  • Track open items and ensure follow-through

Support Client Service & Account Administration

  • Assist with routine client requests and ongoing account servicing

  • Support the opening and maintenance of client accounts

  • Prepare and coordinate paperwork, transfers, account changes, beneficiary updates, and money movement

  • Work closely with custodians, internal operations teams, and advisors to keep requests moving

  • Troubleshoot issues and provide timely status updates

Support the Advisors

  • Help keep advisors organized and prepared

  • Manage administrative details and follow-up

  • Anticipate needs and stay ahead of outstanding items

  • Help improve processes and create greater efficiency across the team

Who We're Looking For

  • Experience in wealth management, an RIA, financial planning, or a similar financial services environment

  • Executive Assistant or administrative experience supporting advisors, portfolio managers, or other financial professionals is also welcome

  • Highly organized and comfortable managing a high volume of administrative details

  • Proactive, dependable, and strong at follow-through

  • Strong written and verbal communication skills

  • Detail-oriented with good judgment and the ability to handle confidential information

  • Comfortable working independently while collaborating closely with a team

  • Curious and interested in developing a deeper understanding of wealth management

  • Willing and able to obtain required industry licenses within the first 6-12 months

Experience & Qualifications

  • 3+ years of relevant experience preferred

  • Experience with administrative support, CRM systems, account administration, or investment operations

  • Experience supporting financial advisors or investment professionals is a plus

  • Series 7 and Series 63 are preferred, but not required at the time of hire

  • Candidates who are not currently licensed must be willing to obtain the required licenses within their first 6-12 months

  • Strong communication, organization, and follow-through skills

  • Ability to work primarily in-office in Nashville

Why This Role

This is a great opportunity for someone who enjoys the administrative and operational side of wealth management and wants to build a long-term career in the industry. You'll work closely with experienced advisors, gain a deeper understanding of the business, and have the opportunity to take on increasing responsibility as your knowledge and licensing develop.

Apply