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Senior Ria Firm Jobs in Forney, TX (NOW HIRING)

Altruist

Sales Engineer

Dallas, TX · On-site

Support high-value RIA opportunities across the full sales cycle. * Map current-state custodial and ... into a senior solutions/enterprise role over time. Your impact Platform & ecosystem expertise

Cherry Bekaert

Tax Senior Associate

Dallas, TX · On-site

$83K - $123K/yr

Experience with ProSystem fx, CCH, RIA, or Engagement software is a plus * A passion for delivering ... our Firm. The salary range for this position is included below. Individual salaries within this ...

RSM

Tax Senior Manager - Partnerships

Dallas, TX · On-site

Reviewing research findings and ensure conclusions are consistent with firm policies and ... Experience with tax research tools (Bloomberg BNA, RIA Checkpoint, etc.) and tax preparation ...

Allworth Financial

Sr. Data Engineer

Dallas, TX · On-site

$113K - $136K/yr

The business is a multi-billion dollar firm and is on track for continued growth through both ... Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024. SUMMARY: This is an ...

hightower

Senior Tax Manager

Dallas, TX

$130K - $150K/yr

S., the firm operates as a registered investment advisor (RIA). AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion ...

Hightower

Senior Tax Manager

Dallas, TX · On-site

$130K - $150K/yr

S., the firm operates as a registered investment advisor (RIA). AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion ...

Farther

Advisor Marketing Manager

Irving, TX

Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... This is a senior individual-contributor role today with a clear path to building and leading a team ...

Farther

Advisor Marketing Manager

Irving, TX · On-site +1

Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... This is a senior individual-contributor role today with a clear path to building and leading a team ...

Farther

Advisor Marketing Manager

Dallas, TX

Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... This is a senior individual-contributor role today with a clear path to building and leading a team ...

Deloitte

Tax Senior - Credits & Incentives

Dallas, TX

Experience in a Big Four, public accounting, or law firm environment The wage range for this role ... Experience with tax research tools, including CCH, Hein, Lexis, or RIA * Experience with federal or ...

Brighton Jones

Tax Senior Manager - Dallas

Dallas, TX · On-site

Actively participate in signing and onboarding new clients to the firm * Lead tax client service ... RIA Checkpoint) * Experience with ADP, QuickBooks, and databases (i.e. Salesforce) preferred

Brighton Jones

Tax Senior Manager - Dallas

Dallas, TX · On-site

Actively participate in signing and onboarding new clients to the firm * Lead tax client service ... RIA Checkpoint) * Experience with ADP, QuickBooks, and databases (i.e. Salesforce) preferred

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All JobsRia Firm JobsSenior Ria Firm JobsSenior Ria Firm Jobs in Forney, TX

Senior Ria Firm information

See Forney, TX salary details

$22.5K

$72.3K

$147.3K

How much do senior ria firm jobs pay per year?

As of Aug 9, 2026, the average yearly pay for senior ria firm in Forney, TX is $72,327.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,400.00 and $92,800.00 per year, depending on experience, location, and employer.
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Senior Ria Firm jobs near you

Associate Wealth Advisor

Beacon Pointe Advisors LLC

Plano, TX

$75K - $85K/yr

Full-time

Re-posted 9 days ago

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Plano, TX office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families.

Responsibilities

  • Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing
  • Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks
  • Providing direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning
  • Assist with business development efforts
  • Coordinating timely investment process of new client accounts within internal guidelines
  • Responsibility for client data in various internal systems including the firm’s portfolio management database (Tamarac)
  • Developing in depth understanding of portfolio construction and risk management
  • Communicating with separate account managers regarding client service issues
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

Qualifications

  • Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
  • Professional Financial Designation (CFP®, CFA, or Series 65, or equivalent work experience) preferred
  • 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
  • Excellent written and verbal communication skills
  • Strong organizational, analytical, and interpersonal skills
  • Ability to excel in a fast-paced, team environment
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
  • Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

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