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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

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

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 ...

Capita Financial Network

Marketing Director

Draper, UT · On-site

Capita is a fast-growing RIA firm. We focus on building long-lasting relationships with individuals ... Full-time, Monday - Friday, 9:00 am - 5:00 pm. Location:Draper, UT Job Overview: The Marketing ...

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

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 ...

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 ...

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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 Sep 12, 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

Estate Planning Associate

Scottsdale, AZ • On-site

Mission Wealth Management LP
Finance and Insurance • 51 - 200 employees
Learn more about Mission Wealth Management LPexternal

$110K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 8 days 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 Estate Planning Associate to join our award-winning team!  If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go!  Our ideal candidate is a legal/paralegal professional with hustle and a couple of years of experience working in a legal role.  You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to legacy planning.  If you can articulate your proven success in an estate support role, we want to hear from you, ASAP!

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 an Estate Planning Associate: 

  • Work with a high-performing & growth-orientated team
  • Speak your mind, have your voice heard, innovate, and streamline existing processes
  • Grow yourself personally and professionally with the support of your team 
  • Learn and utilize estate plan modeling software for client estate reviews
  • Assist with third-party estate document preparation
  • Review estate documents for key terms, roles, and potential issues
  • Perform legal research
  • Coordinate with third-party trust company partners
  • Coordinate and communicate with other team members to perform job functions
  • Other various assigned projects associated with estate, philanthropy, and wealth services.

What You Bring as an Estate Planning Associate:

  • 2-5 years of proven experience in a paralegal or estate-focused role, ideally within wealth management
  • Paralegal certification, JD, or AEP/CEP designations preferred
  • Knowledge of estate and tax laws and concepts
  • Familiarity with estate plan drafting, probate, trust administration, and estate settlement
  • Familiarity with Form 706, 709, and 1041
  • Strong technical skills
  • Excellent attention to detail, multi-tasking, and time management skills
  • Strong written and verbal communication skills required.
  • Ability to work independently and remain flexible as priorities change
  • Proficient in Microsoft Office – Word, Excel, Outlook, and PowerPoint
  • Experience with SalesForce and MoneyGuidePro/eMoney preferred
  • Outstanding ability to communicate and work collaboratively

Job Type: Full-time, salaried non-exempt

Location: This position is based out of our office in Houston, Scottsdale, or Santa Barbara. This is an in-office position. 

Salary: $90,000, plus $20,000 annual bonus paid in quarterly increments


This position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future to maintain employment authorization.

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.