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Freelance Ria Financial Services information

See Reston, VA salary details

$15

$49

$137

How much do freelance ria financial services jobs pay per hour?

As of May 30, 2026, the average hourly pay for freelance ria financial services in Reston, VA is $49.63, according to ZipRecruiter salary data. Most workers in this role earn between $25.24 and $64.28 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Freelance Financial Services Provider for Ria, and why are they important?

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 some common challenges freelance professionals face when working with Ria Financial Services, and how can they best 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 are Freelance Ria Financial Services?

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 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 popular job titles related to Freelance Ria Financial Services jobs in Reston, VA? For Freelance Ria Financial Services jobs in Reston, VA, the most frequently searched job titles are:
What job categories do people searching Freelance Ria Financial Services jobs in Reston, VA look for? The top searched job categories for Freelance Ria Financial Services jobs in Reston, VA are:
What cities near Reston, VA are hiring for Freelance Ria Financial Services jobs? Cities near Reston, VA with the most Freelance Ria Financial Services job openings:
Freelance Ria Financial Services jobs near you
Operations Associate and Trader (West Financial Services - Registered Investment Advisor (RIA))

Operations Associate and Trader (West Financial Services - Registered Investment Advisor (RIA))

Atlantic Union Bank

Mclean, VA

$72.05K - $120.18K/yr

Other

Posted 16 hours ago

Atlantic Union Bank rating

7.2

Company rating: 7.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

96th of 141 rated banks

Job description

Description

The Operations Associate/Trader will play a central role in the firm's daytoday trading, portfolio operations, and technology workflows. This individual will serve as the primary equity trader and work closely with the Senior Fixed Income Manager on multiasset execution. The role also partners with the Director of Operations & Technology on systems management, audits, process improvement, and firmwide operational initiatives.

Position Accountabilities

Trading & Portfolio Operations

  • Serve as the primary equity trader for the firm, executing trades accurately and efficiently across client accounts.
  • Coordinate with the Senior Fixed Income Manager on fixed income execution, allocations, and trade workflows.
  • Monitor trade settlements, corporate actions, and reconciliation issues.
  • Support portfolio rebalancing, cash management, and model maintenance.
  • Ensure all trading activity adheres to firm policies, client guidelines, and regulatory requirements.

Technology & Systems

  • Utilize Envestnet Tamarac (or similar portfolio management/trading systems) for trading, reporting, and workflow management.
  • Maintain and enhance CRM processes within Salesforce.
  • Assist with system integrations, data hygiene, and technology optimization across the firm.
  • Collaborate with the Director of Operations & Technology on system upgrades, vendor relationships, and process automation.

Process Improvement & Firmwide Support

  • Participate in ongoing operational projects to improve efficiency, accuracy, and scalability.
  • Assist with internal controls, workflow documentation, and operational risk management.
  • Support periodic audits, compliance reviews, and documentation requests.
  • Provide general support to the operations, portfolio management and client service teams as needed.

Organizational Relationship

This position reports to: The Director of Operations and Technology

Position Qualifications

Education & Experience

  • Bachelor's degree in finance, economics, business, or a related field.
  • 2+ years of experience in the RIA, wealth management, or asset management industry.
  • Hands-on experience with Envestnet Tamarac, Tamarac Trading, or a comparable portfolio management/trading platform.
  • Familiarity with Salesforce CRM
  • Experience working with Schwab and Fidelity custodial platforms.
  • Experience with process automation or operational technology improvements.

Knowledge & Skills

  • Understanding of trading workflows, settlements, and portfolio operations.
  • Advanced proficiency with Microsoft Office Suite, with a strong emphasis on Excel (complex formulas, pivot tables, data manipulation, and workflow optimization).
  • Series 65 license highly desired. A CFP, CFA, CPA or similar designation is strongly preferred, or working toward one.
  • Experience with process automation or operational technology improvements.
  • High attention to detail, strong organizational skills, and the ability to manage multiple priorities.
  • Excellent communication skills and a collaborative mindset.

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. The salary range for this role is $72,052--$120,179 This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.


Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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