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Manager Ria Firm Jobs in California (NOW HIRING)

Mercer Advisors

Tax Manager (Los Angeles, CA)

Los Angeles, CA · On-site

$119.60K - $156.80K/yr

... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ...

Mercer Advisors

Tax Manager (Encino, CA)

Los Angeles, CA · Hybrid

$119.60K - $156.80K/yr

... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ...

Mercer Advisors

Tax Manager (Encino, CA)

Los Angeles, CA · Hybrid

$119.60K - $156.80K/yr

... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ...

Mercer Advisors

Tax Manager (Los Angeles, CA)

Los Angeles, CA · Hybrid

$119.60K - $156.80K/yr

... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ...

Mercer Advisors

Assistant Account Manager

Los Angeles, CA · Hybrid

$31 - $36/hr

... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ...

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Manager Ria Firm information

What is the difference between Manager Ria Firm vs Financial Advisor?

AspectManager Ria FirmFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses, CFP certification often preferredSeries 7, 66, or 65 licenses, CFP certification common
Work EnvironmentManages firm operations, oversees advisors, complianceProvides personalized financial planning and investment advice
Employer & IndustryRia firms, financial services industryIndependent or firm-based financial advisory firms

While both roles require similar licenses and certifications, a Manager Ria Firm oversees the firm's operations and compliance, whereas a Financial Advisor focuses on client financial planning and investment advice. The Manager Ria Firm role is more managerial and administrative, while the Financial Advisor role is client-facing and advisory-focused.

What are the most commonly searched types of Ria Firm jobs in California? The most popular types of Ria Firm jobs in California are:
What cities in California are hiring for Manager Ria Firm jobs? Cities in California with the most Manager Ria Firm job openings:
Manager Ria Firm jobs near you
Client Development Analyst/Associate- San Francisco

Client Development Analyst/Associate- San Francisco

Phyton Talent Advisors

San Francisco, CA • On-site

$115K/yr

Other

Posted 3 days ago

Job description

Prominent Investment Management frim in Manhattan seeks a Client Development Analyst to source, qualify and bring on new clients.
This role is located in midtown Manhattan, 4 days per week in office.
Responsibilities include
-Lead Generation
-Prospect statement review (including balance sheets, estate maps, and performance reports)
-Analytics on ROI of current sales initiatives
-Industry event monitoring (M&A, IPO, liquidity events) with a focus on fundraising
-Enhancement of existing business development tools and sources
This is a multi-faceted, high exposure role, working directly with the firm's founders, executives, and clients.
Qualified candidates should have 1-4 years of experience at a major private wealth management/RIA firm with exposure to high net worth clients and large, complex portfolios.
Base salary up to 130k with great benefits and competitive bonus potential.

Apply