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Vice President Ria Jobs in Texas (NOW HIRING)

The KXN

Vice President

Dallas, TX · On-site

Vice President, Wealth Advisor - Dallas, TX We are partnering with a nationally recognized, fee-only Registered Investment Advisor (RIA) seeking a Vice President, Wealth Advisor to join its growing ...

Integritymarketing

Vice President, Sales

Austin, TX

The Broker-Dealer, Lion Street Financial, LLC and RIA, Lion Street Advisors, LLC are based in ... The VP, Sales will be in charge of managing and building upon a book of business for Lion Street ...

Cetera

Community Leader - RIA Network

Dallas, TX · Hybrid

$124K - $167K/yr

Cetera is seeking a strategic and experienced leader for RIA Network, a community within the RIA and Branches channel and growth organization. The successful candidate will be responsible for ...

Cetera

Community Leader - RIA Network

Dallas, TX · Hybrid

$124K - $167K/yr

Cetera is seeking a strategic and experienced leader for RIA Network, a community within the RIA and Branches channel and growth organization. The successful candidate will be responsible for ...

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Vice President Ria information

How does a Vice President at Ria typically collaborate with cross-functional teams to drive company objectives?

As a Vice President at Ria, you will regularly work with leaders and specialists from departments such as operations, compliance, technology, and business development. Collaboration often involves setting strategic priorities, aligning resources, and ensuring that all teams are moving towards shared organizational goals. Effective communication and the ability to coordinate projects across different time zones and cultures are crucial, given Ria's global presence. This role requires balancing high-level decision-making with hands-on involvement in cross-departmental initiatives to achieve growth and regulatory compliance.

What does a Vice President at Ria do?

A Vice President at Ria oversees major business units or functions, providing strategic leadership and ensuring operational excellence. Their responsibilities typically include developing and implementing business strategies, managing teams, and driving growth initiatives. They also play a key role in stakeholder management, compliance, and aligning company goals with market opportunities. Vice Presidents at Ria are expected to have a deep understanding of the financial services industry and contribute to the company’s overall success.

What is the difference between Vice President Ria vs Financial Director?

AspectVice President RiaFinancial Director
CredentialsTypically requires a bachelor's degree in finance, business, or related field; often an MBA or similar advanced degreeRequires a bachelor's degree in finance, accounting, or related; CPA or CFA certifications are common
Work EnvironmentExecutive leadership in financial services or fintech companies, involved in strategic planning and high-level decision makingOversees financial operations, budgeting, and reporting within organizations, often reporting to the CFO
Industry UsageCommonly used in fintech, banking, and financial services sectorsWidely used across industries with a focus on finance and accounting departments

The Vice President Ria typically holds a strategic leadership role focused on high-level decision making within financial services, while the Financial Director manages day-to-day financial operations and reporting. Both roles require strong financial credentials, but the VP Ria emphasizes strategic growth, whereas the Financial Director concentrates on financial management and compliance.

What are the key skills and qualifications needed to thrive as a Vice President at Ria, and why are they important?

To thrive as a Vice President at Ria, you need extensive experience in financial services or money transfer, strong leadership capabilities, and a relevant degree, often in business or finance. Familiarity with industry-specific compliance systems, data analytics tools, and CRM platforms is typically required. Exceptional strategic thinking, cross-cultural communication, and stakeholder management skills make a leader stand out in this global role. These competencies are crucial for driving business growth, ensuring regulatory compliance, and leading high-performing teams in a competitive, international environment.
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Vice President Ria jobs near you

Vice President

The KXN

Dallas, TX • On-site

Other

Medical, Dental, Vision, Retirement, PTO

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

Vice President, Wealth Advisor - Dallas, TX


We are partnering with a nationally recognized, fee-only Registered Investment Advisor (RIA) seeking a Vice President, Wealth Advisor to join its growing Dallas team. This is an opportunity to work within an established wealth management platform that provides a steady flow of qualified prospective clients through organic lead generation channels and referral relationships with major custodial partners. The ideal candidate is a seasoned advisor who enjoys comprehensive financial planning, relationship management, and helping high-net-worth families navigate complex financial decisions.


What You'll Do:

  • Serve as the lead advisor for affluent and high-net-worth clients.
  • Deliver comprehensive wealth management advice, including retirement, investment, tax, estate, and legacy planning strategies.
  • Convert qualified referrals into long-term client relationships.
  • Conduct discovery meetings, present planning recommendations, and oversee implementation.
  • Partner with internal planning, investment, tax, and client service professionals to provide a high-touch client experience.
  • Deepen existing client relationships and identify opportunities to expand planning engagements.
  • Serve as a trusted fiduciary and long-term advisor to clients and their families.


What Makes This Opportunity Unique:

  • Established referral and lead-generation ecosystem through strategic custodial relationships.
  • No cold calling or building a book from scratch.
  • Planning-first, fiduciary advice model.
  • Fee-only RIA environment.
  • Dedicated support from financial planning, investment management, and client service teams.
  • Strong brand presence and market recognition in Dallas.
  • Collaborative culture focused on client outcomes and advisor growth.
  • Opportunity to participate in revenue sharing and long-term career growth.


Qualifications:

  • CFP certification required.
  • 5+ years of wealth management or financial advisory experience.
  • Demonstrated success working with affluent and high-net-worth clients.
  • Strong expertise in comprehensive financial planning.
  • Excellent relationship management and business development skills.
  • Ability to communicate sophisticated planning concepts in a clear and actionable manner.
  • Experience managing complex client relationships and multi-generational planning needs.
  • Bachelor's degree required.


Compensation & Benefits:

  • Competitive W-2 compensation structure.
  • Revenue-sharing opportunity.
  • Comprehensive medical, dental, and vision benefits.
  • 401(k) with employer contributions.
  • Generous paid time off and paid holidays.
  • Ongoing professional development and continuing education support.
  • Access to a sophisticated planning, investment, and operational platform.


About the Firm

Our client is a large, nationally recognized independent RIA with a planning-led philosophy and a fiduciary commitment to clients. Advisors work alongside CFP professionals, investment specialists, tax and estate planning resources, and dedicated client service teams to deliver comprehensive wealth management solutions. The firm manages tens of billions in client assets and continues to experience significant growth nationwide.


A Note to Applicants

This is not an automated application process. Every resume is reviewed by a member of our recruiting team. Qualified candidates can expect direct communication and the opportunity to have a confidential conversation about their experience, career goals, and interest in the role. We believe exceptional advisors deserve a thoughtful, human-centered hiring process.


Apply now with your updated resume to be considered. We cannot wait to meet you!

Apply