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Ria Firm Jobs (NOW HIRING)

The QTI Group

Client Service Associate

Madison, WI

$14.50 - $20.25/hr

Resonant Capital Advisors is a privately held, innovative, and growing Registered Investment Advisor (RIA) firm that provides planning, investment, and advisory services to individual and ...

Levelociti

Tax Manager

Kansas City, MO

$125K - $160K/yr

Opportunity to work with HNWIs in an RIA firm environment vs. the typical Public Accounting CPA role About Us: We are one of the fastest-growing, Mid-Sized Wealth Management/ RIA firms in the U.S ...

Pearl Recruiter

Customer Service Associate

Atlanta, GA

$14 - $19.25/hr

Customer Service Associate I'm looking for a Customer Service Associate to join a client-focused Atlanta-based, UHNW Registered Investment Advisor (RIA) firm that prides itself on high-touch service ...

JCW Group

RIA Operations Associate

Tampa, FL

The Operations Associate will play a key role in supporting the firm's day-to-day operations ... in RIA operations and management. Key Responsibilities * Partner directly with the COO on a wide ...

New

Apex Staffing, Inc.

Office Manager

Little Rock, AR · On-site

A growing Registered Investment Adviser (RIA) firm is seeking a professional, organized Office Manager to oversee daily office operations and administrative functions. This role is critical to ...

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All JobsRia Firm Jobs

Ria Firm information

See salary details

$41.5K

$151.2K

$269.5K

How much do ria firm jobs pay per year?

As of Jun 13, 2026, the average yearly pay for ria firm in the United States is $151,203.00, according to ZipRecruiter salary data. Most workers in this role earn between $111,500.00 and $185,000.00 per year, depending on experience, location, and employer.

What is the difference between Ria Firm vs Ria Customer Service Representative?

AspectRia FirmRia Customer Service Representative
CredentialsBusiness licenses, legal compliance knowledgeCustomer service training, communication skills
Work EnvironmentOffice, legal or financial settingCall center, customer support center
Industry UsageFinancial services, money transferFinancial services, customer support

Ria Firm typically refers to a legal or financial entity involved in money transfer or compliance, requiring business licenses and legal knowledge. Ria Customer Service Representative focuses on assisting clients with transactions and inquiries, working mainly in call centers. While both roles operate within the financial services industry, their responsibilities and credentials differ significantly.

What are the key skills and qualifications needed to thrive as a Financial Advisor at a firm like Ria, and why are they important?

To thrive as a Financial Advisor, you need a deep understanding of investment strategies, financial planning, and relevant regulatory requirements, often supported by a bachelor's degree in finance or a related field and certifications like the CFP. Familiarity with financial planning software, CRM systems, and compliance platforms is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and long-term relationships. These skills ensure advisors can effectively guide clients toward their financial goals while adhering to industry regulations and maintaining high service standards.

What are the typical collaboration dynamics within a team at a RIA firm, and how do they impact daily responsibilities?

At a Registered Investment Advisor (RIA) firm, team collaboration is highly valued, as professionals like advisors, analysts, and compliance officers frequently work together to deliver tailored client solutions. Daily responsibilities often include coordinating with colleagues to review investment strategies, discuss client needs, and ensure regulatory compliance. Open communication channels and regular team meetings are common, helping to foster a collaborative environment where knowledge-sharing and problem-solving are encouraged. This teamwork not only streamlines workflow but also enhances the quality of service provided to clients.

What is a Ria Firm job?

A RIA (Registered Investment Advisor) firm job involves providing investment advice and financial planning services to clients. Employees at an RIA firm may work as financial advisors, analysts, or client service representatives, helping individuals and businesses manage their investments and achieve financial goals. These firms operate under fiduciary standards, meaning they are legally required to act in clients' best interests. Roles may involve portfolio management, regulatory compliance, and client relationship management.

What is a Ria Firm?

A RIA firm, or Registered Investment Adviser firm, is a company that provides investment advice and financial planning services to clients. These firms are registered with either the Securities and Exchange Commission (SEC) or state securities authorities, depending on their size and assets under management. RIA firms have a fiduciary duty to act in their clients' best interests, offering personalized investment strategies and financial guidance. They typically charge fees based on assets managed rather than commissions, which helps align their interests with those of their clients.
More about Ria Firm jobs
What cities are hiring for Ria Firm jobs? Cities with the most Ria Firm job openings:
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Ria Firm jobs near you
Infographic showing various Ria Firm job openings in the United States as of June 2026, with employment types broken down into 86% Full Time, and 14% Contract. Highlights an 64% Physical, 18% Hybrid, and 18% Remote job distribution, with an average salary of $151,203 per year, or $72.7 per hour.

Financial Planner - RIA Firm

Advisor Talent Solutions

Columbia, SC • On-site

$70K - $100K/yr

Full-time

Retirement

Posted 12 days ago

Job description

Financial Planner
Our well-established and growing financial planning firm is seeking to add a Financial Planner to our team!
Our firm has a proven marketing and operations system, which has allowed us to steadily increase our client base and attract additional advisors. We are a fast-paced, mission-driven company with a collaborative, dynamic work environment. The 5 planning areas we cover in our comprehensive planning are Income, Tax, Investments, Insurance, and Estate/Giving.
This position will have the opportunity to lead a team that supports financial advisors with the creation of customized comprehensive financial plans, annual updates, and client-requested financial analysis. Planning areas include but are not limited to financial statement analysis, risk management, benefits, insurance analysis, philanthropic planning, investments, tax, retirement income, along with trust and estate planning. We have CPAs on staff to help with tax planning and paraplanners for additional help.
Initial duties include creating plans and proposals for potential clients, reviewing plans and creating recommendations for client reviews, identifying areas of opportunity and new planning strategies, and being a resource to the lead advisor in complex planning meetings to present planning concepts amp; analysis to clients.
Minimum Requirements:
  • Bachelor’s degree (Business, Finance, Economics, or related major preferred)
  • 3+ years of financial services experience with an emphasis on client services
  • Series 65 and/or 7 Licensed
  • CFP ®, CPWA or other industry advanced certification
  • Superior organizational, prioritization, interpersonal amp; management skills
  • Strong mathematical and analytical skills
  • Excellent communication skills, both verbal and written
  • Proficient with MS Office Suite (Outlook, Excel, Word amp; PowerPoint)
  • Experience with Redtail/CRM preferred, but not required
Additional Position Responsibilities:
  • Participate in the research and response of general to complex technical planning inquires from advisors, team members, and clients
  • Provide regular education sessions with Wealth Advisors to provide tools and information for them to share with clients
  • Support the team with the creation and/or maintenance of advisor amp; client resources and collaterals
  • Contribute to meeting individual and team goals
Key Traits:
  • Strong initiative
  • Positive attitude
  • Caring amp; passionate about helping others
  • Superior interpersonal, organizational, and client service skills
  • Ability to maintain confidentiality and interface with all levels of personnel
Compensation will be made up of a competitive salary with benefits (insurance, 401k) and covered advisor fees (state registration fees, technology, E amp;O). The starting base salary for this role will be $70,000 - $100,000 and the position is eligible for additional bonuses based on team amp; company goals.
Please contact Allison Shaw at (803) 782-0671 or Allison@CapitalCityFP.com. We can’t wait to meet you!
Presented by Advisor Employee Services
Thank you for your interest in the Financial Planner role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website (https://aesplacement.com/) and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

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