Job Purpose The RIA Support Coordinator provides comprehensive administrative and data management ... Prepares and organizes client and advisor documentation, including letters, memoranda, reports, and ...
Job Purpose The RIA Support Coordinator provides comprehensive administrative and data management ... Prepares and organizes client and advisor documentation, including letters, memoranda, reports, and ...
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 ...
This individual will manage the operations staff, monitor case flow, and coordinate with advisors ... Responsibilities of the Operations Manager (RIA): · Oversee day-to-day office operations and ...
Quick apply
This individual will manage the operations staff, monitor case flow, and coordinate with advisors ... Responsibilities of the Operations Manager (RIA): · Oversee day-to-day office operations and ...
Senior Wealth Advisor
Westchester, NY · Hybrid
$250K/yr
Senior Wealth Advisor Ultra High Net Worth Internal Succession Focused Overview Dynamic, fast growing Independent Multi Family Office / RIA is seeking a Senior Wealth Advisor to focus on ...
Senior Wealth Advisor
Westchester, NY · Hybrid
$250K/yr
Senior Wealth Advisor Ultra High Net Worth Internal Succession Focused Overview Dynamic, fast growing Independent Multi Family Office / RIA is seeking a Senior Wealth Advisor to focus on ...
Stakeholder & Regulatory Partnership - Serve as the primary liaison between product teams and BD/RIA stakeholders, including advisors, supervision, compliance, legal, operations, and technology.
Stakeholder & Regulatory Partnership - Serve as the primary liaison between product teams and BD/RIA stakeholders, including advisors, supervision, compliance, legal, operations, and technology.
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 ...
Quick apply
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 ...
Senior Wealth Advisor
Saratoga Springs, NY · Hybrid
$175K/yr
CPA Referral Channel Saratoga Springs, NY Overview Fast growing and dynamic Multi-Billion AUM Fee-Only RIA serving high net worth and ultra high net worth clientele is seeking a Senior Wealth Advisor ...
Senior Wealth Advisor
Saratoga Springs, NY · Hybrid
$175K/yr
CPA Referral Channel Saratoga Springs, NY Overview Fast growing and dynamic Multi-Billion AUM Fee-Only RIA serving high net worth and ultra high net worth clientele is seeking a Senior Wealth Advisor ...
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 ...
Quick apply
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
North Little Rock, AR · On-site
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 ...
Financial Advisor
North Little Rock, AR · On-site
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 ...
Financial Advisor
North Little Rock, AR · On-site
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 ...
Financial Advisor
North Little Rock, AR · On-site
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 ...
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
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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
Financial Advisor
Rogers, AR · On-site
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 ...
Quick apply
Financial Advisor
Rogers, AR · On-site
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 ...
Financial Advisor
North Little Rock, AR · On-site
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 ...
Quick apply
Financial Advisor
North Little Rock, AR · On-site
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 ...
Financial Advisor
Rogers, AR · On-site
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 ...
Financial Advisor
Rogers, AR · On-site
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 ...
Senior Wealth Advisor
Manhattan, NY · On-site
Senior Wealth Advisor/Relationship Manager Boutique International RIA We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple ...
Senior Wealth Advisor
Manhattan, NY · On-site
Senior Wealth Advisor/Relationship Manager Boutique International RIA We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple ...
Senior Wealth Advisor
Jacksonville, FL · Hybrid
$175K/yr
Senior Wealth Advisor Succession Planning Jacksonville, FL Overview Fast growing and dynamic Multi-Billion AUM Fee-Only RIA serving high net worth and ultra-high net worth clientele is seeking a ...
Senior Wealth Advisor
Jacksonville, FL · Hybrid
$175K/yr
Senior Wealth Advisor Succession Planning Jacksonville, FL Overview Fast growing and dynamic Multi-Billion AUM Fee-Only RIA serving high net worth and ultra-high net worth clientele is seeking a ...
Vice President, Wealth Management DCIO/Retirement Consultant - West Region
New York, NY · On-site
$160K - $170K/yr
The Wealth Management DCIO/Retirement Consultant is responsible for growing Cohen & Steers presence and market share with financial advisors, RIA's, record keepers, and TPAs (platforms). The ...
Vice President, Wealth Management DCIO/Retirement Consultant - West Region
New York, NY · On-site
$160K - $170K/yr
The Wealth Management DCIO/Retirement Consultant is responsible for growing Cohen & Steers presence and market share with financial advisors, RIA's, record keepers, and TPAs (platforms). The ...
Client Services Specialist - Registered Investment Adivsor (RIA)
Los Angeles, CA · On-site
$18.25 - $24.25/hr
As a Registered Investment Adviser (RIA), they provide wealth management and investment services tailored to the unique situations of high net-worth individuals, trusts and family offices.
Client Services Specialist - Registered Investment Adivsor (RIA)
Los Angeles, CA · On-site
$18.25 - $24.25/hr
As a Registered Investment Adviser (RIA), they provide wealth management and investment services tailored to the unique situations of high net-worth individuals, trusts and family offices.
Senior Wealth Advisor
San Francisco, CA · On-site
$400K/yr
Senior Wealth Advisor San Francisco Bay Area Multi-Billion AUM RIA Overview Well established Multi-Billion AUM and fully independent RIA is seeking a Principal, Strategic Growth in Sausalito, CA to ...
Senior Wealth Advisor
San Francisco, CA · On-site
$400K/yr
Senior Wealth Advisor San Francisco Bay Area Multi-Billion AUM RIA Overview Well established Multi-Billion AUM and fully independent RIA is seeking a Principal, Strategic Growth in Sausalito, CA to ...
Ria Advisor information
See salary details
$12.02 - $15.06
6% of jobs
$15.06 - $18.09
15% of jobs
$18.73 is the 25th percentile. Wages below this are outliers.
$18.09 - $21.13
19% of jobs
The median wage is $23.06 / hr.
$21.13 - $24.17
16% of jobs
$24.17 - $27.21
15% of jobs
$28.50 is the 75th percentile. Wages above this are outliers.
$27.21 - $30.24
11% of jobs
$30.24 - $33.28
7% of jobs
$33.28 - $36.32
5% of jobs
$36.32 - $39.36
2% of jobs
$39.36 - $42.40
2% of jobs
$42.40 - $45.43
2% of jobs
$12
$25
$45
How much do ria advisor jobs pay per hour?
What does an Ria stand for?
What is the difference between Ria Advisor vs Financial Planner?
| Aspect | Ria Advisor | Financial Planner |
|---|---|---|
| Credentials | Series 65/66, CFP (often), state registrations | CFP, Series 65/66, sometimes CPA or ChFC |
| Work Environment | Registered investment advisory firms, independent or firm-based | Financial planning firms, banks, or independent practices |
| Industry Usage | Advises clients on investments, portfolios, and financial strategies | Provides 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?
What is the difference between a CFP and a Ria?
How much does it cost to send money through Ria?
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.
- Performs other duties and/or projects as assigned.
- 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.
- 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.