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Ria Advisor Jobs (NOW HIRING)

The Misch Group

RIA Financial Advisor

Miami, FL · On-site

$90K - $500K/yr

RIA Financial Advisor Department: Insurance & Financial Services Employment Type: Full Time Location: Florida Compensation: $90,000 - $500,000 / year Description Join a 10-year-old boutique wealth ...

RIA Recruiting

Financial Advisor

Findlay, OH · On-site

$100K - $150K/yr

Financial Advisor Resolute Wealth Advisor Join a Growing RIA | No Sales Required to Start | Immediate Client Work Location: Findlay, OH (On-site) Why This Role Stands Out * Walk into an existing ...

Cetera

Community Leader - RIA Network

Dallas, TX · Hybrid

$124K - $167K/yr

Identify opportunities to deepen advisor engagement and accelerate growth through personalized and ... Manage the relationships of RIA Network firms by owning the end-to-end lifecycle from recruitment ...

RIA Recruiting

Financial Advisor

Findlay, OH · On-site

Established RIA platform with real growth potential The Opportunity Resolute Wealth Advisor is growing-and we need help now. Demand for our services has exceeded capacity, which means you'll step ...

Cetera

Community Leader - RIA Network

Dallas, TX · Hybrid

$124K - $167K/yr

Identify opportunities to deepen advisor engagement and accelerate growth through personalized and ... Manage the relationships of RIA Network firms by owning the end-to-end lifecycle from recruitment ...

JCW Group

RIA Operations Associate

Tampa, FL

Our client, a rapidly growing Registered Investment Advisor (RIA) in the Tampa Bay area, is seeking a highly organized and proactive Operations Associate to join their team. This is a unique ...

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Ria Advisor information

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How much do ria advisor jobs pay per hour?

As of Jun 22, 2026, the average hourly pay for ria advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

What does an Ria stand for?

An RIA, or Registered Investment Advisor, is a professional or firm that provides financial advice and manages investment portfolios for clients. RIAs are registered with the SEC or state authorities and are held to fiduciary standards, requiring them to act in their clients' best interests.

What is the difference between Ria Advisor vs Financial Planner?

AspectRia AdvisorFinancial Planner
CredentialsSeries 65/66, CFP (often), state registrationsCFP, Series 65/66, sometimes CPA or ChFC
Work EnvironmentRegistered investment advisory firms, independent or firm-basedFinancial planning firms, banks, or independent practices
Industry UsageAdvises clients on investments, portfolios, and financial strategiesProvides comprehensive financial planning including investments, estate, and retirement

Ria Advisors primarily focus on investment management and portfolio advice, often working within registered investment advisory firms. Financial Planners offer broader financial planning services, including estate, retirement, and tax strategies. While both roles require similar certifications, Ria Advisors tend to specialize in investment advice, whereas Financial Planners provide holistic financial guidance.

Is Ria a word?

Ria Advisor is a professional role related to financial advising, and the term 'Ria' in this context is an abbreviation for Registered Investment Advisor. It is not a standard English word but refers to a licensed financial professional who provides investment advice and manages client portfolios. The role typically requires relevant certifications and knowledge of financial regulations.

What is the difference between a CFP and a Ria?

A RIA (Registered Investment Advisor) is a firm or individual registered with the SEC or state authorities to provide investment advice, while a CFP (Certified Financial Planner) is a professional certification awarded to individuals who meet education, experience, and ethical standards in financial planning. Many RIAs employ CFPs to offer comprehensive financial advice, and both roles often require adherence to fiduciary standards and client-focused service.

How much does it cost to send money through Ria?

Ria Advisors, as financial professionals, do not handle money transfers directly; however, Ria Money Transfer services typically charge fees that vary based on the transfer amount, destination, payment method, and delivery option. Fees can range from a few dollars to higher amounts for expedited or larger transfers, and it is recommended to check Ria's official fee calculator for precise costs before sending money.
What cities are hiring for Ria Advisor jobs? Cities with the most Ria Advisor job openings:
What states have the most Ria Advisor jobs? States with the most job openings for Ria Advisor jobs include:
Ria Advisor jobs near you

Senior RIA Operations Consultant

Concurrent Investment Advisors

San Diego, CA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Job description

Description
We are seeking a Senior RIA Operations Consultant to play a critical role within the firm’s Centralized Services platform. Our operations team provides expert guidance, training, and relationship-based support that enables advisors to confidently and efficiently operate on Concurrent’s platform.
The Senior RIA Operations Consultant serves as a trusted operational partner to advisors and advisory teams, delivering hands-on support while also driving operational enablement, training, and continuous improvement. This role requires deep knowledge of RIA operations, custodial platforms, and internal systems, combined with strong relationship management and training capabilities.
Success in this role is defined by advisor confidence, operational consistency, and the ability to improve both advisor self-sufficiency and the firm’s overall service model.

Responsibilities
Advisor Enablement and Relationship Management
  • Serve as a trusted operational partner to assigned advisors and advisory teams, building strong relationships based on credibility, accountability, and a deep understanding of advisor business needs.
  • Act as a consistent point of contact for advisors navigating operational questions, platform usage, and change initiatives.
  • Support advisor onboarding and ongoing adoption of Concurrent’s platform by guiding advisors through systems, workflows, and best practices.
  • Promote advisor self-sufficiency by educating advisors on how to effectively utilize centralized services and operational tools.
Operational Expertise and Issue Resolution
  • Provide expert operational support through ticketing systems, phone, and advisor-facing interactions, ensuring timely and accurate resolution of issues.
  • Apply sound operational judgment to distinguish between system issues, process gaps, and advisor training opportunities.
  • Serve as an escalation resource for complex or recurring issues, ensuring appropriate resolution and cross-functional follow-up.
  • Ensure support activities align with regulatory requirements, custodial standards, and firm policies.
Training and Knowledge Enablement
  • Lead structured training initiatives including one-on-one advisor sessions, small group training, and firmwide education related to custodial platforms and internal systems.
  • Identify training gaps based on ticket trends, advisor behavior, and platform usage.
  • Maintain and enhance SOPs, quick-reference guides, and training materials to support consistent advisor knowledge and operational execution.
  • Measure training effectiveness through improved advisor confidence, platform adoption, and reduction of repeat operational issues.
Continuous Improvement and Platform Feedback
  • Identify recurring advisor pain points and operational friction within the platform.
  • Translate advisor feedback into actionable recommendations for workflow improvements, system enhancements, and training initiatives.
  • Partner with Centralized Services, Technology, Practice Synergies, Compliance, and other internal teams to drive scalable improvements.
  • Maintain working knowledge of Concurrent’s evolving technology stack and service model through ongoing cross-training.
Performance and Accountability
  • Meet established KPIs related to response time, issue resolution quality, advisor satisfaction, and documentation accuracy.
  • Participate in regular KPI reporting, skill assessments, and performance reviews.
  • Contribute to special projects once consistent service performance and reliability are demonstrated.

Qualifications
Required
  • Bachelor’s degree in a related field or equivalent relevant experience.
  • Minimum of 8 years of experience in RIA operations, advisor support, or custodial environments.
  • Demonstrated expertise in advisory operations, custodial workflows, and advisor platform support.
Preferred
  • Experience in advisor onboarding, training, or operational enablement roles.
  • Familiarity with centralized service models in a growing RIA platform.
Skills and Competencies
  • Strong understanding of RIA operational workflows and advisor business models.
  • Strong relationship management and advisor-facing communication skills.
  • Ability to translate complex operational concepts into clear and practical guidance.
  • Strong analytical and problem-solving capabilities.
  • High attention to detail and commitment to service quality.
  • Ownership mindset with strong follow-through and accountability.
  • Ability to adapt in a fast-paced environment with evolving systems and processes.
Technology Platforms
Experience with advisory technology and custodial platforms such as Practifi, Black Diamond, Desk365, RAFA, Advisor360, Fidelity, Schwab, Goldman Sachs, and related custodial systems is strongly preferred.
Compensation
The base salary range for this position is $90,000 – $110,000 annually with a semi-annual bonus. Compensation will be determined based on experience, qualifications, and location.
Location and Schedule
This role is based in one of Concurrent’s office locations in Tampa, Florida; Dallas, Texas; or San Diego, California. 
Standard business hours are generally Monday through Friday, 9:00 a.m. to 5:00 p.m., though flexibility outside of standard hours may be required based on business needs. 

Benefits
  • 401(k) matching
  • Dental Insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance