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Manager Ria Firm Jobs in Virginia (NOW HIRING)

Cherry Bekaert

Tax Senior Associate

Richmond, VA · On-site

$73.50K - $114.10K/yr

... managers, partners, and clients What you bring to the role: An ideal fit for our firm displays a ... Experience with ProSystem fx, CCH, RIA, and/or Engagement is a plus. What you can expect from us:

Cherry Bekaert

Tax Senior - Any Location

Virginia Beach, VA · On-site +1

$73.50K - $114.10K/yr

... managers, partners, and clients What you bring to the role: An ideal fit for our firm displays a ... Experience with ProSystem fx, CCH, RIA, and/or Engagement is a plus. What you can expect from us:

Cherry Bekaert

Tax Senior Associate

Richmond, VA · On-site +1

$73.50K - $114.10K/yr

... managers, partners, and clients What you bring to the role: An ideal fit for our firm displays a ... Experience with ProSystem fx, CCH, RIA, and/or Engagement is a plus. What you can expect from us:

WealthCrossing

Associate Advisor

Richmond, VA

WealthCrossing is a wealth management firm that takes pride in fostering a collaborative, client ... RIA experience preferred. * Foundational understanding of financial planning concepts, including ...

WealthCrossing

Associate Advisor

Richmond, VA · On-site

$75K/yr

WealthCrossing is a wealth management firm that takes pride in fostering a collaborative, client ... RIA experience preferred. * Foundational understanding of financial planning concepts, including ...

WealthCrossing

Associate Advisor

Richmond, VA

WealthCrossing is a wealth management firm that takes pride in fostering a collaborative, client ... RIA experience preferred. * Foundational understanding of financial planning concepts, including ...

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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 Virginia? The most popular types of Ria Firm jobs in Virginia are:
What cities in Virginia are hiring for Manager Ria Firm jobs? Cities in Virginia with the most Manager Ria Firm job openings:
Manager Ria Firm jobs near you
Client Services Associate Wealth Management First Clearing WF

Client Services Associate Wealth Management First Clearing WF

Simplex

Fairfax, VA

Other

Posted 23 days ago

Job description

This role is 100% remote and but we have a preference for someone in EST or CST since you will be supporting a team based in Virginia.

Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high-net-worth individuals, and family clients and is looking for a Client Services Associate to provide administrative and operational support to Wealth Advisors / Partners of the firm. The Client Services Associate assists with private clients daily needs.

They have a fun, open environment and are looking for someone who wants to be a part of their long term success.

Responsibilities:

  • New account opening, creating households, cashiering, ACH transfers, assisting clients, researching problems, maintaining account records, and preparing client communication.
  • Answering phones, greetings clients, and maintaining calendars for multiple Wealth Advisors.
  • Analyzing reports to determine the appropriate action to be taken on behalf of client accounts.
  • Preparing and processing client documentation.
  • Assisting in reconciling performance reports.
  • Executing cashiering, money movement, and ACH requests.

Requirements:

  • Must be familiar with First Clearing (Wells Fargo Clearing Services LLC) for back office and custody services or Fidelity
  • Experience in a similar role for a Registered Investment Advisor. Familiarity with the administrative side of servicing wealth management clients
  • Understanding of the Wealth Management industry and terminology/concepts. Dividends, Capital Gains, IRA's, Opening accounts, etc
  • Fun, energetic personality.
  • Strong Customer / Client services orientation.
  • Must have strong organizational and prioritization skills.
  • Ability to work independently to research and resolve client issues.
  • Licenses like 7, 11, 65 or 66 licenses are nice to have but not required.

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