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Registered Investment Advisor Ria Jobs in Indiana

CX Institutional LLC

Project Coordinator

Auburn, IN · On-site

The 2026 InvestmentNews Employer of Choice, CX Institutional, LLC d/b/a Credent Wealth Management is a $4.5 billion Registered Investment Advisor (RIA) headquartered in Indiana. They offer a uniquely ...

CX Institutional LLC

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

The 2026 InvestmentNews Employer of Choice, CX Institutional, LLC d/b/a Credent Wealth Management is a $4.5 billion Registered Investment Advisor (RIA) headquartered in Indiana. They offer a uniquely ...

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All JobsRegistered Investment Advisor Ria JobsRegistered Investment Advisor Ria Jobs in Indiana

Registered Investment Advisor Ria information

See Indiana salary details

$10.5K

$74.9K

$133.2K

How much do registered investment advisor ria jobs pay per year?

As of Sep 3, 2026, the average yearly pay for registered investment advisor ria in Indiana is $74,884.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,100.00 and $90,900.00 per year, depending on experience, location, and employer.

What is a registered investment advisor (RIA)?

A Registered Investment Advisor (RIA) is a firm or individual that provides investment advice and manages investment portfolios for clients, typically in exchange for a fee. RIAs are registered with the Securities and Exchange Commission (SEC) or state securities authorities, depending on the amount of assets they manage. They have a fiduciary duty to act in their clients' best interests, offering personalized financial advice and investment strategies. RIAs may serve individuals, institutions, or both, and are required to adhere to strict regulatory standards.

What are the key skills and qualifications needed to thrive as a registered investment advisor (RIA)?

To thrive as a Registered Investment Advisor (RIA), you need a deep understanding of financial markets, investment strategies, and regulatory compliance, typically backed by a relevant degree and required licenses such as the Series 65. Proficiency with portfolio management software, financial planning tools, and CRM systems is essential. Exceptional interpersonal skills, ethical judgment, and the ability to build trust with clients set top RIAs apart. These skills and qualifications are crucial for delivering sound financial advice, managing client assets responsibly, and maintaining regulatory standards.

What are some common challenges faced by registered investment advisors (RIAs) when managing client relationships?

Registered Investment Advisors often face the challenge of balancing personalized client service with regulatory compliance and administrative duties. Managing diverse client expectations, keeping up with shifting market conditions, and maintaining clear, proactive communication are all critical for building trust and long-term relationships. Additionally, RIAs must stay current with regulatory changes and industry best practices to ensure all advice and actions meet fiduciary standards. Many RIAs work as part of small teams, which encourages collaboration but also requires strong multitasking and time management skills.

What is the difference between Registered Investment Advisor Ria vs Financial Planner?

AspectRegistered Investment Advisor (RIA)Financial Planner
CredentialsSEC or state registration, often CFP or CFACFP certification common, may not require registration
Work EnvironmentRegistered firms, compliance with SEC/state regulationsIndependent or firm-based, broader financial advice
Employer & IndustryRegistered firms, investment advisory industryFinancial services, personal finance planning

While both RIAs and Financial Planners provide financial advice, RIAs are registered with regulatory authorities and often focus on investment management. Financial Planners may offer broader services like estate planning and insurance, and might not be registered. Understanding these differences helps clients choose the right professional for their financial needs.

Registered Investment Advisor Ria jobs near you
Infographic showing various Registered Investment Advisor Ria job openings in Indiana as of August 2026, with employment types broken down into 2% As Needed, 68% Full Time, 18% Part Time, and 12% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $74,884 per year, or $36 per hour.

Registered Investment Advisor

WealthBridge Financial Group

Crown Point, IN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 7 days ago

Job description

WealthBridge Financial Group is seeking a results-oriented Registered Investment Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Registered Investment Advisor at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

  • Bachelor's degree in finance, accounting, or a related field.
  • Experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills to effectively connect with clients.
  • Demonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning are a plus.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support