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Full Time Ria Firm Jobs (NOW HIRING)

Mission Wealth Management LP

Tax Manager

Houston, TX · On-site

$200K/yr

As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business ... Strong attention to detail Job Type : Full-time, salaried exempt Location : This position is based ...

Mission Wealth Management LP

Tax Manager

Scottsdale, AZ · On-site

$200K/yr

As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business ... Strong attention to detail Job Type : Full-time, salaried exempt Location : This position is based ...

Mission Wealth Management LP

Tax Manager

Austin, TX · On-site

$200K/yr

As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business ... Strong attention to detail Job Type : Full-time, salaried exempt Location : This position is based ...

Mission Wealth Management LP

Tax Manager

Austin, TX · On-site

$200K/yr

As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business ... Strong attention to detail Job Type : Full-time, salaried exempt Location : This position is based ...

Mission Wealth Management LP

Tax Manager

Scottsdale, AZ · On-site

$200K/yr

As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business ... Strong attention to detail Job Type : Full-time, salaried exempt Location : This position is based ...

Mission Wealth Management LP

Tax Manager

Houston, TX · On-site

$200K/yr

As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business ... Strong attention to detail Job Type : Full-time, salaried exempt Location : This position is based ...

TCWGlobal

Client Services Operations Manager

New York, NY · On-site +1

$70K - $90K/yr

Client Service & Operations Manager Full Time, Direct Hire Remote, USA (EST Working Hours) $70,000 ... Experience working within an RIA or fiduciary advisory firm * Experience supporting advisors ...

TCWGlobal

Client Services Operations Manager

New York, NY · On-site +1

$70K - $90K/yr

Client Service & Operations Manager Full Time, Direct Hire Remote, USA (EST Working Hours) $70,000 ... Experience working within an RIA or fiduciary advisory firm * Experience supporting advisors ...

Professions Inc

Financial Advisor

Dallas, TX

Financial Advisor Confidential RIA | Dallas, TX A growing independent wealth management firm is ... This is a full time, exempt role based in the Dallas, TX area with an in office culture and ...

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Showing results 21-40

All JobsLegal JobsFull Time Ria Firm Jobs

Full Time Ria Firm information

See salary details

$41.5K

$151.2K

$269.5K

How much do full time ria firm jobs pay per year?

As of Aug 22, 2026, the average yearly pay for full time ria firm in the United States is $151,203.00, according to ZipRecruiter salary data. Most workers in this role earn between $111,500.00 and $185,000.00 per year, depending on experience, location, and employer.

What is the difference between Full Time Ria Firm vs Registered Investment Advisor?

AspectFull Time Ria FirmRegistered Investment Advisor
CredentialsTypically requires SEC or state registration, CFP, or CFA certificationsSame credentials often required, including CFP or CFA
Work EnvironmentOffice-based, client-facing, advisory servicesSimilar, client meetings, portfolio management, compliance
Employer & Industry UsageRia firms are registered entities providing advisory servicesLegal designation for firms or individuals offering investment advice

Both roles involve providing investment advice and require similar credentials. A Full Time Ria Firm is a registered entity offering advisory services, while a Registered Investment Advisor is a legal designation for firms or individuals in the industry. The main difference lies in the context: one refers to the firm, the other to the registration status.

What cities are hiring for Full Time Ria Firm jobs?

Cities with the most Full Time Ria Firm job openings:

What are the most commonly searched types of Ria Firm jobs?

The most popular types of Ria Firm jobs are:

What states have the most Full Time Ria Firm jobs?

States with the most job openings for Full Time Ria Firm jobs include:

What job categories do people searching Full Time Ria Firm jobs look for?

The top searched job categories for Full Time Ria Firm jobs are:

Full Time Ria Firm jobs near you

Client Service Representative

Mission Wealth Management LP

Scottsdale, AZ • On-site

$85K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 17 hours ago

Job description

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Client Services Representative to join our high-performing Operations department. This is an opportunity to elevate your career in wealth management, working with a team that will inspire your professional and personal best! As our Client Services Representative, your creative problem-solving skills and impeccable attention to detail are key to providing support to the Operations department as well as assisting the onboarding of new clients. With a knack for optimization, you will continually look for and recommend ways to improve systems and streamline functions. You promote open communication channels and an amicable team environment that benefits fellow employees, clients, vendors, and consultants. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.


Day-to-Day as Client Services Representative:

  • Provide professional and targeted support to the Central/East Coast Operations team
  • Prepare New Account paperwork, establishing various registration accounts utilizing our preferred custodial referral platforms (Fidelity, Schwab & TD), and prepare Alternative Investments paperwork
  • Facilitate account transactions, maintain account registrations, submit and track account transfers, and assist in obtaining cost basis
  • Scan and upload registration documents to Salesforce CRM
  • Assist clients with accessing our client portal and uploading documents for clients to access
  • Perform administrative office duties including processing all incoming and outgoing mail
  • Provide client account information to other departments as required and assist with projects as needed
  • Speak your mind, have your voice heard, innovate, and streamline existing processes, and enjoy coming to work each day

What You Bring as Client Services Representative:

  • Bachelor’s degree
  • 2+ years’ proven experience in a client service role within the financial industry
  • Curiosity and problem-solving ability
  • High emotional intelligence coupled with a passion for client service and experience
  • Demonstrated operational experience with Fidelity/Schwab referral platforms and the specialized paperwork that goes with linking to existing accounts (LPOA)
  • An impeccable eye for detail plus excellent multi-tasking and time management skills
  • Strong knowledge of modern office methods and procedures
  • Proficient with the full MS Office Suite
  • Proven working knowledge of Salesforce
  • Exceptional ability to read, analyze, interpret, and present information
  • Adept with mathematical concepts, writing reports, and business correspondence

Job Type: Full-time, salaried non-exempt

Location: This position is based out of our office in Scottsdale. This is an in-office position.

Salary: $65,000, plus $20,000 annual bonus paid in quarterly increments


Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.