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Ria Jobs in Madison, WI (NOW HIRING)

Wealth Enhancement Group, LLC

Financial Advisor

Oregon, WI · On-site

$90 - $110/hr

Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management industry * Ability to source and convert prospects to clients and provide high-level planning-oriented ...

Sterling Engineering Inc.

Controls Engineer

Janesville, WI · On-site

$100K - $120K/yr

Robot integration and knowledge of ANSI/RIA R15.06 a preferred Experience: * BS in Electrical Engineering or equivalent training & experience * 5+ years of experience in machine controls development ...

Wealth Enhancement Group

Financial Advisor

Oregon, WI · On-site

$90 - $110/hr

Series 65 (RIA Only)* Insurance Licenses* 4+ years of experience within the wealth management industry* Ability to source and convert prospects to clients and provide high-level planning-oriented ...

All JobsRia JobsRia Jobs in Madison, WI

Ria information

See Madison, WI salary details

$41.8K

$152.4K

$271.6K

How much do ria jobs pay per year?

As of Sep 5, 2026, the average yearly pay for ria in Madison, WI is $152,379.00, according to ZipRecruiter salary data. Most workers in this role earn between $112,400.00 and $186,400.00 per year, depending on experience, location, and employer.

What is a RIA?

A Ria job typically refers to a position at Ria Money Transfer, a global company specializing in money remittance services. Employees in Ria roles may work in customer service, compliance, operations, or finance, assisting customers with sending and receiving money securely. Responsibilities vary based on the position but often include handling transactions, verifying identities, and ensuring regulatory compliance. Ria employees play a key role in providing fast and secure international money transfers.

What does a RIA do?

A Ria, which commonly refers to a 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 regulators and have a fiduciary duty to act in the best interests of their clients. They offer personalized financial planning, retirement strategies, and investment management services, often charging a fee based on assets under management. Their goal is to help clients achieve their financial objectives through tailored advice and prudent investment decisions.

What are the key skills and qualifications needed to thrive as a RIA, and why are they important?

To thrive as a Registered Investment Advisor (RIA), you need a solid background in finance or economics, relevant licensure (such as passing the Series 65 exam), and a thorough understanding of investment strategies and regulations. Familiarity with portfolio management software, financial planning tools, and compliance systems is typically required. Exceptional interpersonal skills, ethical judgment, and effective communication set top RIAs apart when building client relationships. These competencies are essential for providing sound investment advice, maintaining regulatory compliance, and fostering client trust and retention.

What are some typical challenges faced by RIA professionals when managing client portfolios?

RIA professionals often encounter challenges such as aligning client investment goals with appropriate strategies, staying compliant with evolving regulatory requirements, and communicating complex financial concepts to clients with varying levels of investment knowledge. Additionally, RIAs must remain vigilant about market fluctuations and adapt portfolios to manage risk while pursuing growth. Building and maintaining trust through transparent, consistent communication is also an essential part of the role.

What is the difference between Ria vs Loan Officer?

AspectRiaLoan Officer
CredentialsTypically requires licensing, registration, and sometimes certifications like NMLSRequires licensing, NMLS registration, and often similar certifications
Work EnvironmentWorks in financial services, often in offices or remotely, handling money transfersWorks in banks, mortgage companies, or lending institutions, advising clients on loans
Industry UsageUsed in money transfer and remittance servicesUsed in banking and mortgage lending sectors
Search & Comparison IntentPeople compare Ria with other money transfer rolesPeople compare Loan Officer with similar lending roles

While both Ria and Loan Officer roles involve financial services, Ria primarily focuses on international money transfers, whereas Loan Officers specialize in helping clients secure loans. Both roles require licensing and work within the financial industry, but their daily tasks and employer environments differ significantly.

What are the most commonly searched types of Ria jobs in Madison, WI?

The most popular types of Ria jobs in Madison, WI are:

What job categories do people searching Ria jobs in Madison, WI look for?

The top searched job categories for Ria jobs in Madison, WI are:

What cities near Madison, WI are hiring for Ria jobs?

Cities near Madison, WI with the most Ria job openings:

Ria jobs near you
Infographic showing various Ria job openings in Madison, WI as of August 2026, with employment types broken down into 90% Full Time, 7% Part Time, 2% Temporary, and 1% Contract. Highlights an 67% Physical, 17% Hybrid, and 16% Remote job distribution, with an average salary of $152,356 per year, or $73.2 per hour.

Financial Advisor

Wealth Enhancement Group, LLC

Oregon, WI • On-site

$90 - $110/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

Financial Advisor – Clackamas Office

We are seeking a Financial Advisor to join our advisory team and take over an established client portfolio as the current advisor plans to retire within the next 4‑5 years.

Salary & Compensation

Base salary range: $90,000-$110,000, exclusive of commissions, bonuses and benefits. This position is also eligible for variable compensation and participation in our equity program.

Primary Responsibilities
  • Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity
  • Facilitate the financial planning process – Discover a prospect or client’s values, goals and objectives, Understand their current financial situation, Engage them in the financial planning process, Prepare and conduct annual reviews, including both planning and investment topics
  • Source and close prospective clients – Proactively follow up with clients who have not implemented financial plan, Close leads provided by various WEG channels (Marketing, CRP, etc.)
  • Create opportunities within your network, Drive referrals from existing clients, Manage client relationships and client service as needed
  • Assist the Financial Advisor during client meetings and with follow-up – Take meeting notes and promptly enter into the CRM, Present financial advice or plan to client with the Financial Advisor, Meet with client to obtain additional planning information, or to clarify/confirm information provided
  • Analyze client’s current investments and insurance policies, Place trades and account management
  • Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology
  • Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing
Requirements
  • Requires a 4-year degree; business, finance, economics preferred
  • Advanced designation required (CFP, CPA, MBA, etc.)
  • Series 7, 66 (BD/RIA)
  • Series 65 (RIA Only)
  • Insurance Licenses
  • 4+ years of experience within the wealth management industry
  • Ability to source and convert prospects to clients and provide high-level planning-oriented service
  • Possess excellent analytical, organizational, and communication skills (both oral & written)
  • Ability to manage multiple projects at once
  • Engagement in WEG, broader community and active participation in financial planning community
Benefits
  • Comprehensive benefits offerings: training and professional development, medical, dental and vision coverage (available to full-time employees and families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance – employer paid and voluntary options
  • Short-term and long-term disability, workers compensation – employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (available after meeting service requirements)
Equal Opportunity Statement

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

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