Financial Services Operations Associate
$50K - $60K/yr
... financial services (Broker Dealer and ... or RIA) Proficient in Microsoft Excel, Word, PowerPoint, Outlook, TEAMs with aptitude for ...
$50K - $60K/yr
... financial services (Broker Dealer and ... or RIA) Proficient in Microsoft Excel, Word, PowerPoint, Outlook, TEAMs with aptitude for ...
$50K - $60K/yr
... financial services (Broker Dealer and ... or RIA) Proficient in Microsoft Excel, Word, PowerPoint, Outlook, TEAMs with aptitude for ...
NY · On-site
$70 - $110/hr
Financial Services * Brokerage * RIA * Financial Planning * Learning Best Practices #J-18808-Ljbffr
Dallas, TX · On-site
$25 - $35/hr
... Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre ... In a small RIA, every seat matters. You'll see the whole picture, take real ownership, and your ...
Quick apply
Dallas, TX · On-site
$25 - $35/hr
... Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre ... In a small RIA, every seat matters. You'll see the whole picture, take real ownership, and your ...
Dallas, TX · On-site
$25 - $35/hr
... Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre ... In a small RIA, every seat matters. You'll see the whole picture, take real ownership, and your ...
Quick apply
Dallas, TX · On-site
$25 - $35/hr
... Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre ... In a small RIA, every seat matters. You'll see the whole picture, take real ownership, and your ...
Roswell, GA · On-site
$83K - $109K/yr
Office Manager - Financial Services Firm: Park Square Financial Group Location: Roswell, GA ... Candidates must demonstrate a strong understanding of RIA operations, regulations, and client ...
Roswell, GA · On-site
$83K - $109K/yr
Office Manager - Financial Services Firm: Park Square Financial Group Location: Roswell, GA ... Candidates must demonstrate a strong understanding of RIA operations, regulations, and client ...
Roswell, GA · On-site
$83K - $109K/yr
Office Manager - Financial Services Firm: Park Square Financial Group Location: Roswell, GA ... Candidates must demonstrate a strong understanding of RIA operations, regulations, and client ...
Roswell, GA · On-site
$83K - $109K/yr
Office Manager - Financial Services Firm: Park Square Financial Group Location: Roswell, GA ... Candidates must demonstrate a strong understanding of RIA operations, regulations, and client ...
Chicago, IL · On-site
$70 - $100/hr
... implementing, servicing, and developing financial technology for financial advisors. With a ... This role manages a portfolio of Registered Investment Advisor (RIA) firms, delivering proactive ...
Chicago, IL · On-site
$70 - $100/hr
... implementing, servicing, and developing financial technology for financial advisors. With a ... This role manages a portfolio of Registered Investment Advisor (RIA) firms, delivering proactive ...
Chicago, IL · On-site
$70K - $100K/yr
... implementing, servicing, and developing financial technology for financial advisors. With a ... This role manages a portfolio of Registered Investment Advisor (RIA) firms, delivering proactive ...
Chicago, IL · On-site
$70K - $100K/yr
... implementing, servicing, and developing financial technology for financial advisors. With a ... This role manages a portfolio of Registered Investment Advisor (RIA) firms, delivering proactive ...
... implementing, servicing, and developing financial technology for financial advisors. With a ... This role manages a portfolio of Registered Investment Advisor (RIA) firms, delivering proactive ...
Quick apply
... implementing, servicing, and developing financial technology for financial advisors. With a ... This role manages a portfolio of Registered Investment Advisor (RIA) firms, delivering proactive ...
New York, NY · On-site
$70/hr
... services firms and technology companies to more intelligently aggregate, manage, and analyze ... Requirements:- -2 -3 years of sales experience in the RIA/financial advisory space. -Familiarity ...
New York, NY · On-site
$70/hr
... services firms and technology companies to more intelligently aggregate, manage, and analyze ... Requirements:- -2 -3 years of sales experience in the RIA/financial advisory space. -Familiarity ...
Jersey City, NJ · On-site
$70/hr
... services firms and technology companies to more intelligently aggregate, manage, and analyze ... Requirements:- -2 -3 years of sales experience in the RIA/financial advisory space. -Familiarity ...
Jersey City, NJ · On-site
$70/hr
... services firms and technology companies to more intelligently aggregate, manage, and analyze ... Requirements:- -2 -3 years of sales experience in the RIA/financial advisory space. -Familiarity ...
Denver, CO · On-site
$135K - $175K/yr
EEFT), Ria is a leading expert in cross-border payments that delivers innovative financial services, including fast, secure, and affordable global money transfers. With the world's largest cross ...
Denver, CO · On-site
$135K - $175K/yr
EEFT), Ria is a leading expert in cross-border payments that delivers innovative financial services, including fast, secure, and affordable global money transfers. With the world's largest cross ...
Findlay, OH · On-site
$100K - $150K/yr
Financial Advisor Resolute Wealth Advisor Join a Growing RIA | No Sales Required to Start ... Demand for our services has exceeded capacity, which means you'll step directly into working with ...
Quick apply
Findlay, OH · On-site
$100K - $150K/yr
Financial Advisor Resolute Wealth Advisor Join a Growing RIA | No Sales Required to Start ... Demand for our services has exceeded capacity, which means you'll step directly into working with ...
Financial Advisor Confidential RIA | Houston Metro A growing independent wealth management firm is ... This role is ideal for an advisor who enjoys comprehensive planning, client service, investment ...
Quick apply
Financial Advisor Confidential RIA | Houston Metro A growing independent wealth management firm is ... This role is ideal for an advisor who enjoys comprehensive planning, client service, investment ...
Financial Advisor Confidential RIA | Washington, D.C. A growing independent wealth management firm ... This role is ideal for an advisor who enjoys comprehensive planning, client service, investment ...
Quick apply
Financial Advisor Confidential RIA | Washington, D.C. A growing independent wealth management firm ... This role is ideal for an advisor who enjoys comprehensive planning, client service, investment ...
Experience working in a Registered Investment Advisor (RIA), financial planning, wealth management, or investment services environment. * Experience using Advyzon for CRM management, client reporting ...
Quick apply
Experience working in a Registered Investment Advisor (RIA), financial planning, wealth management, or investment services environment. * Experience using Advyzon for CRM management, client reporting ...
Financial Advisor Confidential RIA | Minneapolis, MN A growing independent wealth management firm ... This role is ideal for an advisor who enjoys comprehensive planning, client service, investment ...
Quick apply
Financial Advisor Confidential RIA | Minneapolis, MN A growing independent wealth management firm ... This role is ideal for an advisor who enjoys comprehensive planning, client service, investment ...
Develop, maintain, and refine RIA-focused business plans, including advisor segmentation ... Five or more years of experience in financial services, private wealth distribution, intermediary ...
Develop, maintain, and refine RIA-focused business plans, including advisor segmentation ... Five or more years of experience in financial services, private wealth distribution, intermediary ...
Manhattan, NY · On-site
$177.65 - $261.25/hr
Required*** 14+ years of financial services sales experience, with deep, established coverage of ... S. RIA and/or wirehouse/IBD ecosystem, reflecting a mature, senior-level network built over 14 ...
Manhattan, NY · On-site
$177.65 - $261.25/hr
Required*** 14+ years of financial services sales experience, with deep, established coverage of ... S. RIA and/or wirehouse/IBD ecosystem, reflecting a mature, senior-level network built over 14 ...
Houston, TX · On-site
Develop, maintain, and refine RIA-focused business plans, including advisor segmentation ... Five or more years of experience in financial services, private wealth distribution, intermediary ...
Houston, TX · On-site
Develop, maintain, and refine RIA-focused business plans, including advisor segmentation ... Five or more years of experience in financial services, private wealth distribution, intermediary ...
$38.5K - $48.3K
1% of jobs
$48.3K - $58K
7% of jobs
$58K - $67.8K
6% of jobs
$67.8K - $77.6K
9% of jobs
$78.8K is the 25th percentile. Wages below this are outliers.
$77.6K - $87.4K
13% of jobs
The median wage is $93.7K / yr.
$87.4K - $97.1K
21% of jobs
$97.1K - $106.9K
17% of jobs
$107.5K is the 75th percentile. Wages above this are outliers.
$106.9K - $116.7K
10% of jobs
$116.7K - $126.5K
7% of jobs
$126.5K - $136.2K
5% of jobs
$136.2K - $146K
3% of jobs
$38.5K
$95.5K
$146K
| Aspect | Ria Financial Services | Money Transfer Agent |
|---|---|---|
| Credentials | Typically requires licensing and registration with financial authorities | Often needs business licenses and compliance with local regulations |
| Work Environment | Corporate offices, retail locations, online platforms | Retail storefronts, independent agents, or small businesses |
| Employer & Industry | Financial services companies specializing in remittances | Independent or franchise-based money transfer businesses |
Ria Financial Services is a large, licensed remittance company offering international money transfer services, often through corporate channels. A Money Transfer Agent is typically an individual or small business authorized to facilitate transfers on behalf of such companies. While both roles involve handling money transfers, Ria operates as a service provider, whereas Money Transfer Agents are the local representatives or agents executing transactions.
Cities with the most Ria Financial Services job openings:
The most popular types of Ria Financial Services jobs are:
States with the most job openings for Ria Financial Services jobs include:
The top searched job categories for Ria Financial Services jobs are:

$50K - $60K/yr
Full-time
PTO
Posted 9 days ago
Job Description Why is This a Great Opportunity. Growing firm Dynamic role in a small group Great benefits (unlimited PTO) Growth potential Job Description: Operations Associate is responsible for the day-to-day duties of various processes in Operations. An associate will work with a highly experienced operations staff.
The position requires a strong understanding and of the specific duties assigned. This individual works closely with financial advisors and professionals, compliance and client associates to provide an excellent level of service to our clients. This role requires cross training and back up for all operations roles.
Responsibilities - Advisory Account Accurately process advisory account requests in all systems used for advisory fee processing. Review and code agreements for advisory accounts. This process includes verification that all required information is complete and a review of eligibility of any current assets in accounts for management.
Ability to accurately calculate advisory fees for each monthly scheduled cycle as well as any pro-rated fees. Review and verification of vendor calculation is necessary. Must be able to identify and reconcile differences.
Prepare the fee document and remit to our clearing firm to post to each client account. Understand core systems utilized through our clearing firm. Responsibilities - Direct Business Commission Processing Create and process file for Financial Advisor/Professional direct business compensation for the manual check and ACH payments received.
Requirements Ethical, knowledgeable, fair, reliable, collaborative, ability to maintain confidentiality and possessing a strong work ethic. 3+ years of experience in financial services (Broker Dealer and/or RIA) Proficient in Microsoft Excel, Word, PowerPoint, Outlook, TEAMs with aptitude for technology Series 99 license to be obtained within a mutually agreed upon timeframe Strong communication and interpersonal skills to be able to discuss issues with management, home office and branch office personnel. Qualifications: Requirements Ethical, knowledgeable, fair, reliable, collaborative, ability to maintain confidentiality and possessing a strong work ethic.
3+ years of experience in financial services (Broker Dealer and/or RIA) Proficient in Microsoft Excel, Word, PowerPoint, Outlook, TEAMs with aptitude for technology Series 99 license to be obtained within a mutually agreed upon timeframe Strong communication and interpersonal skills to be able to discuss issues with management, home office and branch office personnel. #ACCNOR
Sourced by ZipRecruiter
51 - 200 Employees
Saint Louis, MO, US
1985