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Volunteer Ria Financial Services Jobs (NOW HIRING)

Must maintain registration in all states where support is provided for Your Journey Financial Advisors * 3+ years of experience in brokerage, wealth management, RIA, or financial services operations

Ideal Candidate Traits * Understands how Wealth, Trust, and RIA firms manage compliance ... * 2 Paid Volunteer Time Off Days * And much more! *Part-Time and Contractor positions are not ...

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Financial Services Assistant

Millville, NJ · On-site

$38K - $55K/yr (+ commission)

... RIA) environment is a plus. Schedule Options ● Part-time schedule available. ● Full-time ... Financial Services Assistant (Registered or Non-Registered) -- Cumberland County, New Jersey ...

Urgent

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Financial Services Assistant

Millville, NJ · On-site

$38K - $55K/yr (+ commission)

... RIA) environment is a plus. Schedule Options ● Part-time schedule available. ● Full-time ... Financial Services Assistant (Registered or Non-Registered) -- Cumberland County, New Jersey ...

Urgent

Product Legal Counsel

Denver, CO · On-site

$135K - $175K/yr

EEFT), Ria is a leading expert in cross-border payments that delivers innovative financial services, including fast, secure, and affordable global money transfers. With the world's largest cross ...

Financial Advisor Confidential RIA | Minneapolis, MN A growing independent wealth management firm ... This role is ideal for an advisor who enjoys comprehensive planning, client service, investment ...

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Volunteer Ria Financial Services information

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How much do volunteer ria financial services jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for volunteer ria financial services in the United States is $19.14, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $20.19 per hour, depending on experience, location, and employer.

What cities are hiring for Volunteer Ria Financial Services jobs?

Cities with the most Volunteer Ria Financial Services job openings:

What are the most commonly searched types of Ria Financial Services jobs?

The most popular types of Ria Financial Services jobs are:

What states have the most Volunteer Ria Financial Services jobs?

States with the most job openings for Volunteer Ria Financial Services jobs include:

Infographic showing various Volunteer Ria Financial Services job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $39,804 per year, or $19.1 per hour.

Securities Support Associate

Gastonia, NC • On-site

Other

Posted 5 days ago


Job description

  • Provide securities-licensed administrative support to Your Journey Financial Advisors
  • Serve as a resource to Financial Advisors and client/members for account inquiries
  • Handle, research, and communicate account-related inquiries
  • Support daily brokerage operations, including new account processing, account servicing, operational support, advisor/client support, process improvement, and securities-related tasks
  • Facilitate brokerage account openings, onboarding, and account transfers
  • Process account servicing transactions, including beneficiary updates, ownership changes, contact information updates, trust/entity account changes, retirement account transactions, and asset movement requests
  • Support brokerage transactions such as distributions, deposits, and stock gifts
  • Prepare account information and documentation for advisor and client appointments
  • Serve as the primary contact for operational inquiries and communicate account status, outstanding items, and service updates
  • Resolve account and operational issues with advisors, clients, custodians, and home office teams
  • Monitor workflows, maintain accurate records, and support compliance, audit, and documentation requirements
  • Deliver advisor and client service and provide backup support for business continuity
  • Identify process improvements, document best practices, support team training, and contribute to advisor and client experience initiatives
  • Report to and be employed by Your Journey Financial Advisors
Requirements
  • Must hold FINRA Series 7 and 66 licenses, or Series 7, 63, and 65 combination
  • Must maintain registration in all states where support is provided for Your Journey Financial Advisors
  • 3+ years of experience in brokerage, wealth management, RIA, or financial services operations
  • Strong knowledge of brokerage account servicing, investment operations, and advisory account structures
  • Ability to manage multiple priorities, meet deadlines, and maintain accuracy and attention to detail
  • Strong technical aptitude, including proficiency with business systems, technology platforms, and operational tools
  • Excellent written and verbal communication skills with a client-focused approach to service, responsiveness, and problem-solving
  • Experience with Envestnet, brokerage trading platforms, and related technology solutions (preferred)
  • Experience supporting financial advisors and high-net-worth clients (preferred)
  • Familiarity with Thrivent operational systems, processes, and service models (preferred)
  • Background verification required as part of the recruiting, hiring, and contracting process
  • Fingerprints required for the FINRA registration process
  • Outside brokerage accounts must comply with TIMI’s Outside Securities Accounts Policy
Core Competencies

Demonstrates expertise in brokerage account servicing and investment operations, with a strong focus on client service and operational support. Proficient in managing multiple priorities while ensuring compliance and accuracy in financial services operations.

Highest-signal resume keywords
  • FINRA Series 7 License
  • FINRA Series 66 License
  • Brokerage Account Servicing
  • Investment Operations
  • Client-Focused Communication
Soft Skills
  • Client Service
  • Responsiveness
  • Communication Skills
  • Team Collaboration
  • Adaptability
Certifications & Qualifications
  • FINRA Series 63 License
  • FINRA Series 65 License
Industry Keywords
  • Wealth Management
  • RIA
  • Financial Services Operations
  • High-Net-Worth Clients
  • Thrivent Operational Systems
Tools & Technologies
  • Envestnet
  • Brokerage Trading Platforms
  • Operational Tools
  • Business Systems
  • Technology Platforms
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