ZipRecruiter

Log In

1

Manager Ria Firm Jobs in Chicago, IL (NOW HIRING)

Mission Wealth

Client Service Representative

Lisle, IL · On-site

$65K/yr

As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business ... This is an opportunity to work a hybrid schedule AND elevate your career in wealth management ...

Quincy Wells Group

Be Seen First

Compliance Associate

Chicago, IL · On-site

$65K - $90K/yr

... RIA leadership to support firm-wide compliance initiatives · Track remediation efforts, open ... Company Description Quincy Wells Group is a newly established, holistic wealth management firm that ...

Zacks Investments

Marketing Manager

Chicago, IL · On-site

ZIM, our wealth management firm, is an SEC registered RIA that manages over $5 Billion for high net worth individuals and institutions interested in long term value creation. Zacks Trade (our broker ...

Zacks Investments

Marketing Manager

Chicago, IL · On-site

ZIM, our wealth management firm, is an SEC registered RIA that manages over $5 Billion for high net worth individuals and institutions interested in long term value creation. Zacks Trade (our broker ...

Curi Capital

Managing Director of People

Chicago, IL · On-site

... investment advisory firm (RIA) based in Chicago. We are committed to building meaningful ... Design and deliver learning and development programs, including leadership development and manager ...

previous pagenext page

Showing results 21-40

All JobsRia Firm JobsManager Ria Firm JobsManager Ria Firm Jobs in Chicago, IL

Manager Ria Firm information

See Chicago, IL salary details

$28.3K

$84.1K

$141.6K

How much do manager ria firm jobs pay per year?

As of Aug 24, 2026, the average yearly pay for manager ria firm in Chicago, IL is $84,139.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,500.00 and $120,000.00 per year, depending on experience, location, and employer.

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 Chicago, IL?

The most popular types of Ria Firm jobs in Chicago, IL are:

Manager Ria Firm jobs near you

Client Service Representative

Mission Wealth Management LP

Lisle, IL • On-site

$85K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 18 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 Client Service 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 Service 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), 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 a Client Service 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 custodial 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 Lisle, IL. 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.