ZipRecruiter

Log In

1

Freelance Ria Financial Services Jobs in Reston, VA

Socket.dev

Chief Compliance Officer

Rockville, MD · On-site

$170 - $200/hr

... roles within the financial services sector, with a significant portion in an SEC-registered ... RIA compliance program * Deep knowledge of the Advisers Act and related SEC rules, including ...

New

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 ...

Cheddar

Freelance Multimedia Journalist

Washington, DC · On-site

$75 - $100/hr

COMPANY BACKGROUND Cheddar is the leading financial and technology news live-streaming service ... WHAT WE ARE LOOKING FOR We seek a talented and versatile Freelance Multimedia Journalist to join ...

Cheddar

Freelance Multimedia Journalist

Washington, DC · On-site

$75 - $100/hr

COMPANY BACKGROUND Cheddar is the leading financial and technology news live-streaming service ... WHAT WE ARE LOOKING FOR We seek a talented and versatile Freelance Multimedia Journalist to join ...

Potomac

Internal Wholesaler

Bethesda, MD · On-site

$80K - $110K/yr

... broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade ... Preferred Qualifications * 1-3 years in financial services sales preferred (mutual funds, annuities ...

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 ...

A-V Services, Inc

Be Seen First

Freelance Audio Visual Technician

Washington, DC · On-site

$35 - $40/hr

A-V Services Inc., a leading AV company with multiple fortune 100 contracts within the financial, pharmaceutical and computing industry, seeks a Freelance Audio/Visual Support Technician for on-site ...

previous pagenext page

Showing results 21-40

All JobsRia Financial Services JobsFreelance Ria Financial Services JobsFreelance Ria Financial Services Jobs in Reston, VA

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 Aug 6, 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 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 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

Client Onboarding Specialist - Financial

TritonPoint Wealth LLC

Chevy Chase, MD • On-site

$60K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted just now

Job description

CAREER OPPORTUNITY

Client Onboarding Specialist

TritonPoint Wealth

Chevy Chase, MD

Full-Time · On-Site

Operations & Client Service

TritonPoint Wealth is an independent private wealth management firm serving high-net-worth individuals, families, trusts, and foundations. Guided by the principle “You. First. Always,” our team delivers sophisticated investment management and financial planning. We are seeking a Client Onboarding Specialist to join our growing organization.

THE ROLE

About the Position

This role was created to provide dedicated operational and client service support, allowing our advisors and relationship managers to focus on high-value client engagement. You will own the new client journey from initial paperwork through platform setup, serving as the day-to-day point of contact throughout the onboarding process.

You will work directly alongside experienced advisors, interfacing with custodians (Schwab and Fidelity) and our core technology applications including SalesForce, DocuSign, Addepar, and eMoney.

RESPONSIBILITIES

Key Responsibilities

CLIENT ONBOARDING & EXPERIENCE

• Manage end-to-end onboarding for new clients, ensuring every touchpoint reflects TritonPoint Wealth’s client-first culture.

• Coordinate and process new account paperwork across Schwab and Fidelity custodians with accuracy and care.

• Set up and maintain client profiles in Salesforce, Addepar, and eMoney applications.

• Serve as the primary client contact during onboarding, providing clear updates and proactive communication.

• Facilitate introductions to advisors and schedule onboarding calls, reviews, and follow-up touchpoints.

OPERATIONS & ADMINISTRATIVE SUPPORT

• Maintain accurate, organized client records across all systems, ensuring data integrity and compliance.

• Prepare and distribute client communications, onboarding materials, and reports on behalf of advisors.

• Coordinate asset transfers (ACAT and non-ACAT), working with custodians to resolve delays and exceptions.

• Identify and escalate paperwork errors or transition issues in a timely, professional manner.

ALTERNATIVE INVESTMENTS ONBOARDING & OPERATIONS

• Manage end-to-end investment subscription processing and documentation review.

• Coordinate and track additional compliance requirements (AML/KYC, NGO, etc.).

• Process and track capital activity, including capital calls and redemption requests.

• Update funds custodians during client account registration changes.

TECHNOLOGY & PROCESS IMPROVEMENT

• Proactively identify opportunities to reduce friction and improve the client onboarding experience.

• Contribute to documentation of workflows, scripts, and standard operating procedures as the firm scales.

WHAT WE’RE LOOKING FOR

Preferred Qualifications

• 2+ years in client service, onboarding, or operations within financial services (RIA, broker-dealer, or custodian preferred).

• Familiarity with SalesForce, Addepar, eMoney, Fidelity, or Schwab platforms is a significant plus.

• Exceptional attention to detail and organizational skills; able to manage multiple priorities simultaneously.

• Strong interpersonal and written communication skills with a professional, empathetic client-facing demeanor.

• Proficiency with Microsoft Office Suite; DocuSign experience a plus.

• Bachelor’s degree preferred or equivalent professional experience.

• Self-starter who thrives in a fast-paced, collaborative, growing environment.

COMPETENCIES

Core Competencies

Client-First Mindset

Genuine care for clients; prioritizes their experience in every interaction.

Precision & Accuracy

Manages complex paperwork and multi-step processes with meticulous attention to detail.

Resilience & Follow-Through

Persistent in seeing tasks to completion even when facing delays or friction.

Collaborative Spirit

Works effectively across advisor teams, operations, and custodians.

Proactive Communication

Anticipates needs and provides timely updates without being prompted.

Adaptability

Embraces new tools and responsibilities with enthusiasm in a fast-growing firm.

WHY JOIN

Why TritonPoint Wealth?

Growth & Expertise

Work alongside experienced advisors serving high-net-worth clients in an independent, growth-oriented firm.

Dynasty Network Access

Full ecosystem of Dynasty Financial Partners — resources, technology, community, and network support.

Best-in-Class Technology

Work with Addepar, eMoney, and a continuously evolving technology stack.

Culture of Integrity

A team built on trust and a genuine commitment to “You. First. Always.”

TritonPoint Wealth LLC

5404 Wisconsin Avenue, Suite 330 · Chevy Chase, MD 20815 · tritonpointwealth.com

TritonPoint Wealth LLC is registered as an investment adviser with the SEC.

Company Description

TritonPoint Wealth is an independent private wealth management firm offering a unique blend of investment management and financial planning capabilities to individuals, families, trusts, foundations, and non-profit organizations. Our mission is to help our clients navigate their financial lives with confidence.