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Ria Firm Jobs (NOW HIRING)

Corps Team

Client Service Associate

Chicago, IL · On-site

$26.27 - $28.27/hr

Support client onboarding and offboarding for RIA firm relationships * Manage account maintenance (updates, agreements, fee schedules, documentation) * Respond to inquiries from Financial Advisors ...

Hines

Internal Sales - RIA Distribution

Houston, TX · On-site

Analyze advisor, firm, and platform-level data to identify growth opportunities, underpenetrated relationships, product positioning opportunities, potential risks, and strategic gaps within the RIA ...

Hines

Internal Sales - RIA Distribution

New York, NY

Analyze advisor, firm, and platform-level data to identify growth opportunities, underpenetrated relationships, product positioning opportunities, potential risks, and strategic gaps within the RIA ...

Hines

Senior Director - RIA Distribution

Chicago, IL · On-site

Work in partnership with other members of the RIA Team, broader PWS sales group and senior ... Effectively articulate the firm's investment philosophy and suite of investment solutions across ...

Sowell Management

Financial Advisor

Rogers, AR · On-site

We are a dynamic and growth-oriented Registered Investment Advisor (RIA) firm dedicated to empowering independent financial advisors. Through our comprehensive platform, resources, and advisor ...

Hines

Internal Sales - RIA Distribution

Houston, TX · On-site

Analyze advisor, firm, and platform-level data to identify growth opportunities, underpenetrated relationships, product positioning opportunities, potential risks, and strategic gaps within the RIA ...

Hines

Internal Sales - RIA Distribution

Houston, TX · On-site

Analyze advisor, firm, and platform-level data to identify growth opportunities, underpenetrated relationships, product positioning opportunities, potential risks, and strategic gaps within the RIA ...

Sowell Management

Financial Advisor

Rogers, AR · On-site

We are a dynamic and growth-oriented Registered Investment Advisor (RIA) firm dedicated to empowering independent financial advisors. Through our comprehensive platform, resources, and advisor ...

Sowell Management

Financial Advisor

Rogers, AR

We are a dynamic and growth-oriented Registered Investment Advisor (RIA) firm dedicated to empowering independent financial advisors. Through our comprehensive platform, resources, and advisor ...

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Showing results 21-40

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 Aug 9, 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 an 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 an 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.
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What are the most commonly searched types of Ria Firm jobs? The most popular types of Ria Firm jobs are:
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Ria Firm jobs near you
Infographic showing various Ria Firm job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 4% Part Time, and 11% Contract. Highlights an 82% Physical, 8% Hybrid, and 10% Remote job distribution, with an average salary of $151,203 per year, or $72.7 per hour.

Client Service Associate

Corps Team

Chicago, IL • On-site

$26.27 - $28.27/hr

Other

Re-posted 4 days ago

Job description

Client Service Associate – Fixed Income

Our client, a large financial services company, is seeking a Client Service Associate – Fixed Income for a 12+ month contract assignment in Chicago, IL. Hybrid work arrangement: 3 days onsite / 2 days remote Hours: 8:30 AM – 5:30 PM The role sits within the Global Client Group and supports Registered Investment Advisor (RIA) firms, Financial Advisors, and institutional stakeholders, rather than direct end-investor clients. This position plays a key role in delivering a seamless client experience across onboarding, account maintenance, reporting, and ongoing servicing. It requires strong communication skills, a highly collaborative mindset, and the ability to manage multiple priorities in a fast-paced, detail-oriented environment. Strong client-facing communication skills are essential, as the role regularly interacts with RIAs and Financial Advisors. A strong team-oriented approach is critical, with the ability to support wherever needed and manage competing priorities. Financial services experience is strongly preferred, and Fixed Income exposure is a plus, as it supports deeper understanding of client activity and internal workflows.

Day-to-Day Responsibilities
  • Support client onboarding and offboarding for RIA firm relationships
  • Manage account maintenance (updates, agreements, fee schedules, documentation)
  • Respond to inquiries from Financial Advisors and RIA partners
  • Coordinate with Legal, Operations, and Trading teams to execute client requests
  • Support client reporting, presentations, and meeting materials
  • Handle cash flow requests and related processing
  • Maintain accurate client data in CRM systems (Salesforce a plus)
  • Track and resolve client support requests and escalate issues when needed
  • Ensure timely execution of all service-related deliverables across the client lifecycle
  • Contribute to process improvements and operational efficiency initiatives
Preferred Qualifications
  • 1–3 years of experience in financial services, client service, operations, or banking
  • Experience working with RIAs, Financial Advisors, or institutional clients preferred
  • Fixed Income exposure strongly preferred
  • Strong communication and client-facing skills
  • Highly organized with ability to multitask in a fast-paced environment
  • Proficiency in Microsoft Outlook, Excel (intermediate), and PowerPoint
  • CRM experience (Salesforce preferred)
  • Team-oriented, proactive, and adaptable

Pay Rate: $26.27 – $28.27/hour

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