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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 ...

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 ...

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 ...

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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 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

RIA External Consultant

Jackson National Life

Nashville, TN • On-site, Remote

Full-time

Re-posted 26 days ago

Job description

If you are an internal associate, please login to Workday and apply through Jobs Hub.

Job PurposeThe RIA External Consultant is responsible for creating new and managing existing relationships in the Independent Registered Investment Adviser channel to increase Jackson Sales in the given territory. This is accomplished through meetings, seminars, campaigns, and follow up. The RIA External Consultant is responsible for keeping advisers informed of Jackson's rapidly changing product and service/platform enhancements. The territory includes ME, NH, VT, CT, MA and RI. This role can work remotely in the territory or in the Franklin, TN office.Essential Responsibilities
  • Works closely with the VP, RIA Sales to develop an appropriate business plan to maximize territorial sales.
  • Conducts product and sales training through individual and group training sessions, seminars, workshops, and branch meetings.
  • Strategically plans and manages the deployment of resources to maximize territory sales while being responsible for budget and expenses.
  • Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals, campaigns, and territory canvassing, and meeting follow-up.
  • Utilizes Jackson databases to create and maintain adviser profiles and data on sales activity.
  • Utilizes CRM system to communicate effectively with internal partners.
  • Operates in a "hybrid" wholesaling capacity which entails spending up to 25% of time in the field, running "video" virtual meetings, and engaging with Advisors through traditional avenues such as telephone, email, and virtual meetings.
Other Duties
  • Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
  • Strong ability to work independently and to communicate clearly and concisely. Ability to create and deliver effective presentations to current and prospective advisers.
  • Thorough knowledge of sales and marketing principles and practices. Expected to maintain knowledge of existing Jackson products, new or enhanced Jackson products, Jackson Marketing Campaigns, and Jackson's RIA Platform capabilities
  • Ability to identify and position Jackson products and services, utilizing financial planning tools and platforms commonly used by independent RIAs.
  • Proven ability to grow a territory as measured by sales, active adviser count, and persistency of business.
  • Strong aptitude for technology, including software applications, e-mail, and database management from remote locations.
  • Excellent prospecting skills.
  • Meet activity requirements.
  • Ability to travel up to 25% of the time.
Qualifications
  • Bachelor's Degree required.
  • 3+ years of sales experience in investments, mutual funds, insurance, or annuities required. 5+ years of experience preferred.
  • Prior annuity or investment external wholesaling experience preferred.
  • FINRA SIE, FINRA Series 6 or 7, FINRA Series 63, State Insurance License required.
  • Additional registrations as necessary due to changes in regulatory requirements .
  • Possesses or is actively pursuing industry designations or advanced degree (CFA, CFP, CIMA, etc.) preferred.

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.

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