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60 Ria Recruiting Jobs Hiring Near You

RIA Recruiting

Paraplanner

Garden City, NY · On-site

$90K - $120K/yr

Qualified candidates will start the process by having a 15-30-minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a ...

RIA Recruiting

Client Service Associate

Nashville, TN · On-site

$70K - $90K/yr

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a ...

RIA Recruiting

Client Service Associate

Ventura, CA · On-site

$70K - $110K/yr

Qualified candidates will start the process by having a 1530-minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a ...

RIA Recruiting

Client Service Associate

Seattle, WA · On-site +1

$80K - $100K/yr

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a ...

RIA Recruiting

Executive Assistant

Austin, TX · On-site

$60K - $75K/yr

Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking an Executive Assistant to join our team. At Oakwell, we pride ourselves on building relationships ...

RIA Recruiting

Client Service Associate

Los Gatos, CA · On-site +1

$80K - $100K/yr

ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients ...

RIA Recruiting

Financial Advisor

Independence, OH · On-site +1

$125K - $175K/yr

Financial Advisor - Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a ...

RIA Recruiting

Client Service Associate

$65K - $80K/yr

Client Service Associate ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and ...

RIA Recruiting

Executive Assistant

Austin, TX · On-site

$60K - $75K/yr

Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking an Executive Assistant to join our team. At Oakwell, we pride ourselves on building relationships ...

RIA Recruiting

Client Service Associate

Los Gatos, CA · On-site +1

$65K - $80K/yr

ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients ...

RIA Recruiting

Associate Financial Planner

Edina, MN · Hybrid

$80K - $90K/yr

Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We provide comprehensive wealth ...

RIA Recruiting

Executive Assistant

Austin, TX · On-site

$60K - $75K/yr

Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking an Executive Assistant to join our team. At Oakwell, we pride ourselves on building relationships ...

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Ria Recruiting Jobs Information

Infographic showing various job openings at Ria Recruiting in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 33% Physical, and 67% Remote job distribution.

Client Service Operations Associate

RIA Recruiting

Walnut Creek, CA • On-site, Remote

$80K - $100K/yr

Full-time

Retirement, PTO

Posted 29 days ago

Job description

Pathwise Wealth Partners is a wealth management firm located in the Bay Area and San Diego. We are seeking a PERMANENTLY REMOTE Client Service Operations Associate to join our team. If you'd like to join wealth management team that is dedicated to its clients and be part of a small firm that is founded on generosity and giving back, this may be a good fit for you! Find out more about us at pathwise.co.

This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is only open to candidates in Pacific and Mountain time zones.

Compensation:

  • Salary range of $80K-100K, commensurate with relevant experience
  • Great Work/Life Balance with a Monday-Friday Schedule
  • 401(k) with company contribution
  • Generous PTO Policy & Paid Holidays
  • Professional, Rewarding, Motivating Atmosphere
  • Permanently remote position

Responsibilities include:

  • Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight
  • Assist Advisors with client meeting prep and follow-up tasks
  • New client onboarding including account setup, data collection, and account transfers
  • Process account opening applications, transfer paperwork, money movements and/or other various industry-specific administrative and operational tasks
  • Own the annual client service workflows including beneficiary audit, plan update info gathering, tax doc gathering
  • Private equity administration including subscription agreements, wire requests, and distributing statements
  • We are a team that is always striving to improve our processes, and we ask our team to help identify areas for improvement.

Requirements:

  • 3 years of financial services experience and prior remote working experience. Client service experience strongly preferred.
  • Warm communication style and comfortable reaching out to clients over email and phone
  • Experience with our software is not required, but it is a plus: Wealthbox, Schwab, Altruist, eMoney, Orion, PreciseFP, Nitrogen
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to work independently while prioritizing projects and managing your time
  • Tech savvy with ability to learn and implement new technology and software quickly
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

The Process:

Qualified candidates will start the process with a 15-30 minute Zoom interview conducted by our recruiting consultant. If you advance in the process, you will be required to complete a Career History Form, and if you are selected to move forward, you will be invited to an interview with the team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.

Employment Type: FULL_TIME

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