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- Senior Wealth Advisor (High-Net-Worth Focus | Fintech Platform) A fast-growing fintech-driven wealth management platform is seeking a Senior Wealth Advisor with a transferable book of business to join its expanding advisory team. This role is designed for a seasoned...Suggested
New Day Executive Search
Houston, TX2 days ago - A financial consulting firm is seeking experienced Financial Advisors with a minimum of $30M AUM. You will receive enhanced back-office support, growth opportunities, and succession planning. Ideal candidates will be Registered Investment Advisors or Wealth Advisors looking...Suggested
Right Hire Consulting LLC
Los Angeles, CA2 days ago - ...Diploma or GED and 8 years of experience in Analytics, Financial Compliance/Regulatory environment ~10+ years of broker dealer and/or RIA experience and 5+ years supporting broker dealer and/or RIA workflows and systems ~ Demonstrated experience with Global Relay...SuggestedWork at office
First Citizens Bank
Raleigh, NC1 day ago - ...A leading financial services firm is in search of experienced Registered Investment Advisors (RIAs) to manage client assets exceeding $30 million. This commission-based role allows independent advisors to remain in their current location while benefiting from extensive...Suggested
The Employee Connect
New York, NY11 hours ago - Job Title Senior Financial Advisor (RIA) - Bring Your Book | Lexington, KY Job Location Lexington, Kentucky Work Model Primarily in-office Working Hours Full-time Languages English required What the Client Offers Revenue-based compensation aligned with your existing...SuggestedFull timeWork at office
$130k - $150k
Founded in 2019, Nayya is on a mission to connect people’s most important information, so they can thrive in their health and wealth. Powered by AI and advanced analytics, Nayya’s platform transforms complex benefits experiences into intuitive, seamless, and ongoing interactions...SuggestedWork at officeRemote workFlexible hoursNayya
New York, NY3 days ago- Financial Advisor - Inbound Appointments Provided (RIA) Requirements (Please Read Before Applying) Must currently hold Series 65 or Series 7/66 Must have at least 3+ years of client-facing advisory experience Must have led client meetings independently This role is...Suggested
- As a Financial Advisor (FA), you’ll be at the center of a dynamic and growing wealth management practice. Acting as a trusted partner to Senior Financial Advisors and their clients, you will help deepen client relationships, support business development, and deliver exceptional...SuggestedLocal area
$90k - $120k
GemHarvest Executive Recruiting is looking for a Financial Advisor in Dallas, Texas. This role involves advising high-net-worth families on financial planning and investment strategy, and managing client relationships within a collaborative team. Ideal candidates have a...Suggested- Company Description Asset Management Group (AMG) is a fee-based, fiduciary registered investment advisory firm serving high-earning and high-net-worth families with increasingly complex financial lives. We provide integrated investment management and comprehensive financial...SuggestedFull time
- Right Hire Consulting is seeking seasoned Financial Advisors (Registered Investment Advisors) who manage a minimum of $30M AUM. Ideal candidates should be looking for better support, growth opportunities, and succession planning. This role offers access to top-tier resources...Suggested
- ...Vice President, RIA Compliance About the Company Top-tier asset management & financial services firm Industry Financial Services Type Privately Held About the Role The Company is seeking a Vice President for RIA Compliance to lead and oversee a range...Suggested
Confidential
New York, NY4 days ago $114.73k - $155.22k
A financial services firm is looking for a senior Lending Manager to lead the strategy and execution of advisor lending programs. The role requires 8+ years of relevant experience and a Bachelor's degree in Finance or related fields. Responsibilities include overseeing...SuggestedThrivent Financial
New York, NY3 days ago$82k - $117k
...RIA Integration Manager As an RIA Integration Manager, you'll lead the full lifecycle of bringing newly acquired Registered Investment Advisor (RIA) firms into our organization. From the moment a deal is signed through full integration, you'll act as the central point...SuggestedCetera Financial Group
Dallas, TX11 hours ago- ...About this role: Wells Fargo is seeking a RIA Business Execution Consultant to support strategic initiatives within the Registered Investment Advisor (RIA) segment. This role partners with senior leadership to define, build, and execute large-scale, cross-functional...SuggestedWork experience placementWork at office3 days per week
Wells Fargo
Irving, TX11 hours ago - A financial services firm is seeking a motivated individual for a business development role focused on expanding their presence among fee-only Registered Investment Advisors. You will build strategic relationships, educate clients on their insurance planning model, and...
First Element Insurance Planners
New York, NY3 days ago $250k
...attention we’d want for our own families. Position Title: Experienced Independent Financial Advisor or Registered Investment Adviser (RIA) Seeking Growth Platform or Succession Solution Location: United States (Remote-friendly | Hybrid options in multiple states)...Immediate startRemote workFlexible hours- Smartstop-Self-Storage is looking for a Senior Vice President to enhance relationships with Independent Broker-Dealers and RIA channels. This role involves new business development, managing existing relationships, and collaborating with internal teams to support growth...Remote jobFull time
- New RIA Platform Entrant Uptick Adds Second RIA to Network New RIA Platform Entrant Uptick Adds Second RIA to Network John Sidery, who managed $70 million in client assets at an Arkansas-based independent firm, has started Olympus Wealth Strategies with RIA platform Uptick...Summer workImmediate start
- PRIMARY FUNCTION : Accountable for developing and deploying a comprehensive product vision and strategy to ensure the financial health and viability within the assigned segments. SPECIFIC DUTIES/ACCOUNTABILITIES Product lifecycle from conception to end of ...Full time
A.O. Smith
Ashland City, TN3 days ago - ...Vanguard is seeking a seasoned and successful sales professional with deep relationships in the RIA space to join our Large Market team as a Market Director. This role is part of a senior sales team and maintains a 1:1 partnership with an internal sales executive. You...Local areaRelocationHome office
Vanguard Group, Inc.
Boston, MA2 days ago - Job Summary This role supports sales growth objectives by providing sales strategy insights, competitive intelligence, and data-driven analysis. The Specialist partners with sales professionals and managers to assess market opportunities, optimize sales execution,...Work experience placement
Vanguard Group, Inc.
Malvern, PA2 days ago - Investment Executive (Financial Advisor) Indian Shores/Largo, FL Make banking a Fifth Third better. We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION Accountable for overall...
Fifth Third Bank, N.A.
New York, NY3 days ago - Brief Description The Portfolio Manager is responsible for the management of assigned Commercial Business accounts in the management of credit relationships. This role oversees the daily management, underwriting, and quality control of credit approvals, closings, and post...Full timeTemporary workFlexible hours
$99.48k - $159.17k
...through building long-term, consultative partnerships with our clients and each other. “I can succeed as Relationship Specialist - RIA/BT at Capital Group.” As one of our RIA Relationship Specialists, you'll establish and maintain relationships with Registered Investment...Full timeTemporary workWork at officeLocal areaFlexible hoursCapital Group
Los Angeles, CA3 days ago- A financial institution in Newport Beach is seeking a Portfolio Banker responsible for credit analysis and portfolio management with a focus on law firms. The role requires a Bachelor's degree and 5-10 years of experience in credit analysis or portfolio management. The ...
- ...Client Services Coordinator | Wealth Management | Financial Planning | RIA Operations This Is Not Your Average Client Services Coordinator Role – This Is Your Career Game-Changer. If you want to accelerate your career in financial planning, wealth management, and RIA operations...Full timeWork at officeRemote work
Socha Capital
New York, NY3 days ago $197k - $230k
...Head Of RIA Segment Marketing At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we're trusted by some of the largest independent broker-dealers and...Remote workWork visa3 days per weekAdvisor360
Needham, MA2 days ago$80k - $100k
San Blas Securities, a full-service investment bank, is looking for a Compliance Supervisor to support regulatory and compliance efforts. This full-time position is based in Chicago and involves managing compliance training programs and document supervisory activities. ...Full time$99.48k - $159.17k
A financial services firm in Los Angeles is looking for a Relationship Specialist to build relationships with Registered Investment Advisors. Responsibilities include providing financial consultation on products, collaborating with Relationship Managers, and designing client...
