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Manager Ria Firm Jobs in Florida (NOW HIRING)

HJ Sims

Product Specialist

Boca Raton, FL

Description Provide aspects of RIA platform training, rollout, continued monitoring and overall ... Have general knowledge of all product areas of Wealth Management - managed accounts, HJ Sims ...

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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.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialization in high-net-worth individuals. Achieving this level often requires advanced certifications like the CFP or CFA, a robust network, and effective sales skills. Income varies widely based on location, firm size, and individual performance.

What jobs make $1,000,000 a year?

In the context of a Manager at Ria Firm, high-earning roles often include executive positions such as CEOs, CFOs, and other C-suite leaders, as well as successful entrepreneurs and certain investment professionals. These roles typically require extensive experience, advanced skills, and often involve leadership in finance, technology, or business development. Achieving a $1 million annual income usually involves a combination of salary, bonuses, and equity or profit sharing.

Is $200,000 enough to work with a financial advisor?

For a Manager at Ria Firm, $200,000 can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the level of services required. Many financial advisors charge a percentage of assets under management or flat fees, which can vary widely, so it's important to discuss costs upfront. The salary may also influence the scope of financial planning or investment management services you can afford.

What is an RIA manager?

An RIA manager oversees registered investment advisor firms, managing client portfolios, ensuring compliance with regulations, and leading financial advisory teams. They typically hold certifications such as the Series 65 or 66 and have strong knowledge of investment strategies and regulatory requirements.
What are the most commonly searched types of Ria Firm jobs in Florida? The most popular types of Ria Firm jobs in Florida are:
What cities in Florida are hiring for Manager Ria Firm jobs? Cities in Florida with the most Manager Ria Firm job openings:
Manager Ria Firm jobs near you
Senior Wealth Advisor

Senior Wealth Advisor

Leah Yosef International, Inc.

West Palm Beach, FL • On-site

$200K/yr

Other

Medical, Retirement

Posted 28 days ago

Job description

Succession Planning

Palm Beach County

Overview

Dynamic, fast growing Independent Multi Family Office / RIA is seeking a Senior Wealth Advisor to become the Lead Client Advisor on clients that are currently being managed by the founding partners.

Highlights

  • Serve as the Senior Wealth Advisor for a select number of high net worth client relationships with a strong focus on estate and tax planning.
  • Design and present estate planning and tax planning strategies to ultra high net worth clientele across the firm (1B+ AUM, 25+ UHNW families)
  • Opportunity to serve as an innovative thought leader at a firm with a consistent organic growth rate of over 15% annually
  • Range of Pay $200,000+
  • Collegial, forward-thinking culture with excellent benefits inclusive of full health insurance, 401k contribution opportunity
  • Excellent opportunity for advancement at a fully independent RIA with a track record of retaining and promoting top talent
  • Path towards equity participation
Leah Yosef International logo

About Leah Yosef International

Sourced by ZipRecruiter

Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Long Beach, NY, US

Year founded

2017

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