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Freelance Ria Financial Services Jobs in Virginia

Modera Wealth Management

Client Service Specialist

Mclean, VA · Hybrid

$17.25 - $22.75/hr

Minimum of 3+ years of experience in an RIA firm or financial services field * Intermediate finance and custodian knowledge * Strong sense of professionalism and discretion required Skills and ...

Modera Wealth Management

Client Service Specialist

Mclean, VA · On-site

$17.25 - $22.75/hr

Minimum of 3+ years of experience in an RIA firm or financial services field * Intermediate finance and custodian knowledge * Strong sense of professionalism and discretion required Skills and ...

Remitly

Principal Partnerships Manager

Arlington, VA · Hybrid

$168K - $210K/yr

SMB financial platforms, digital/commercial banks, EOR/payroll platforms, or freelancer/gig ... service animal), HIV/AIDS or hepatitis C status, genetic information, status as an actual or ...

Cresset Capital

WEALTH PLANNER

Reston, VA · On-site

$56K - $77K/yr

Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ... plus * 10+ years financial services experience, with 5+ years planning for high-net worth ...

Cresset Capital

WEALTH PLANNER

Reston, VA · On-site

$56K - $77K/yr

Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ... plus * 10+ years financial services experience, with 5+ years planning for high-net worth ...

WealthCrossing

Associate Advisor

Richmond, VA · On-site

$75K/yr

... excellence in client service. We provide training, mentorship, and continuous learning ... RIA experience preferred. * Foundational understanding of financial planning concepts, including ...

WealthCrossing

Associate Advisor

Richmond, VA · On-site

... excellence in client service. We provide training, mentorship, and continuous learning ... RIA experience preferred. * Foundational understanding of financial planning concepts, including ...

WealthCrossing

Associate Advisor

Richmond, VA

... excellence in client service. We provide training, mentorship, and continuous learning ... RIA experience preferred. * Foundational understanding of financial planning concepts, including ...

Staff Financial Group

Tax Senior

Richmond, VA · On-site +1

... for exceptional client service. What: Review multi-state and federal tax returns, support ... with ProSystem fx, CCH, RIA, or Engagement is a plus. ● Excellent project management ...

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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 Virginia? The most popular types of Ria Financial Services jobs in Virginia are:
What cities in Virginia are hiring for Freelance Ria Financial Services jobs? Cities in Virginia with the most Freelance Ria Financial Services job openings:
Freelance Ria Financial Services jobs near you

Client Service Specialist

Modera Wealth Management

Mclean, VA • Hybrid

$17.25 - $22.75/hr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 4 days ago

Job description

Why work at Modera Wealth?

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.

Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.

Job Overview:

We are looking for a Client Service Specialist in McLean, VA to support the office's advisors and their clients, while also performing general administrative tasks as needed.

Responsibilities:

  • Provide comprehensive client service for the firm's clients and support for advisors. This includes corresponding with clients (electronically and verbally), opening accounts), facilitating asset transfers, processing money movements, drafting letters of instruction, liaising with custodians, accountants, and other professionals, etc.
  • Responsible for the accuracy and timeliness of work, including documenting, completing, and tracking completion of client related tasks and properly updating system software with client and other related information
  • Initiate workflow processes and ensure that checklists are generated and completed for meetings.  This includes onboardings, comprehensive reviews, discovery meetings, terminations, etc.
  • Prepare for client meetings.  This includes generating reports and any other documents advisors may need for their meeting. May attend client meetings in a technical, supporting or learning role
  • Monitor client account activity, research and resolve issues, and follow-through to ensure client's needs are met
  • Update and maintain Service Team training guides as necessary
  • Organize, scan, and maintain all client paperwork
  • Assist in greeting clients and visitors, screening and transferring calls, and scheduling meetings
  • Multi-task, organize, and complete all other projects as assigned by management, prioritize projects, client needs, and office procedures
  • Consistently maintain a high standard of customer service
  • Preserve client confidentiality 

What are we looking for?

We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values:

  • Confident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
  • Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
  • Trusted Relationships - supportive and authentic with mutual respect for colleagues

Qualifications:

  • Associate's Degree, at a minimum
  • Minimum of 3+ years of experience in an RIA firm or financial services field
  • Intermediate finance and custodian knowledge
  • Strong sense of professionalism and discretion required

Skills and Competencies:

  • Proven analytical and problem-solving skills
  • Working knowledge of planning strategies and solutions
  • Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
  • Excellent written and verbal communication skills
  • Actively engages as a team member
  • Adaptability and flexibility
  • Client first attitude

Benefits:

  • Competitive based salary
  • Performance based bonus
  • Safe Harbor 401(k) plan
  • Medical, Dental, Vision, and more
  • Generous PTO and leave policies
  • Opportunities for professional growth and continuing education
  • Partial remote work

Apply