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Ria Advisor Jobs (NOW HIRING)

RIA Operations Manager

Mill Valley, CA · Remote

$85K - $100K/yr

... only RIA and a team of Financial Wellness Coaches. This role is ideal for someone who loves ... Support onboarding of new advisors and coaches; continuously improve the onboarding experience ...

RIA Operations Manager

Mill Valley, CA · Remote

$85K - $100K/yr

... only RIA and a team of Financial Wellness Coaches. This role is ideal for someone who loves ... Support onboarding of new advisors and coaches; continuously improve the onboarding experience ...

Built for entrepreneurial advisors, the firm offers full back-office support, high payouts, and complete ownership of client relationships. Advisors operate with true independence, without ...

Financial Advisor Recruiter

Atlanta, GA · Remote

$100K - $160K/yr

Reporting directly to the Chief Growth Officer, you will identify, vet, and affiliate high-caliber advisors into a sophisticated ecosystem of RIA, TAMP, and brokerage solutions. At a Glance

When you join our team-based RIA serving mass-affluent and high-net-worth clients, you'll: * Manage assigned books, deliver holistic financial plans, and grow relationships using our proven service ...

When you join our team-based RIA serving mass-affluent and high-net-worth clients, you'll: * Manage assigned books, deliver holistic financial plans, and grow relationships using our proven service ...

When you join our team-based RIA serving mass-affluent and high-net-worth clients, you'll: * Manage assigned books, deliver holistic financial plans, and grow relationships using our proven service ...

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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:

Full-time

Posted 10 days ago


Job description

If you are an internal associate, please login to Workday and apply through Jobs Hub.

Job PurposeThe RIA Support Coordinator provides comprehensive administrative and data management support for writing agents on the RIA Support Desk (RSD) team. The Coordinator maintains accurate client and case records; coordinates documentation; manages CRM updates; and facilitates communication between internal stakeholders, external partners, and advisors. The RIA Support Coordinator ensures smooth operational processes and timely follow-up on case activities, contributing to an efficient and professional experience for all parties involved.Essential Responsibilities
  • Supports the creation, maintenance, and accuracy of CRM and client records in accordance with FINRA standards related to client and case management.
  • Updates and tracks case statuses, monitoring potential and realized interruptions in service and ensuring timely follow-up on outstanding requirements and documentation.
  • Prepares and organizes client and advisor documentation, including letters, memoranda, reports, and summaries, ensuring completeness and compliance with company standards.
  • Monitors and follows up with ceding carriers to obtain status updates on in-flight cases awaiting funds.
  • Works with the Sr. Coordinator to schedule and maintain calendars for writing agents and related stakeholders using Outlook and CRM tools.
  • Provides periodic reports and communications regarding required deadlines and outstanding items.
  • Establishes, maintains, and updates files and records to ensure data integrity and accessibility.
Other Duties
  • Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
  • Strong verbal and written communication skills.
  • Strong organization, project coordination, and problem-solving skills with an ability to coordinate multiple projects simultaneously.
  • Strong interpersonal, relationship management, and customer service skills.
  • Ability to work in a deadline driven environment with a willingness to be part of a fast-paced, dynamic team.
  • Proficient in all Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.
  • Proficient with Adobe Acrobat suite.
  • Ability to create and modify CRM platform dashboards and reports at an intermediate level.
  • Comprehensive understanding of compliance policies and FINRA records standards.
  • Ability to work independently or collaboratively in a team-oriented environment.
Qualifications
  • H.S. Diploma or equivalent (GED) required.
  • Associate's Degree preferred.
  • 2+ years of experience in an administrative role preferred.
  • Experience with CRM platforms preferred.

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.