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  • 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, CA
    2 days ago
  • 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...
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    New Day Executive Search

    Houston, TX
    2 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... 
    Suggested
    Work at office

    First Citizens Bank

    Raleigh, NC
    1 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... 
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    The Employee Connect

    New York, NY
    14 hours ago
  • $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...
    Suggested
    Work at office
    Remote work
    Flexible hours

    Nayya

    New York, NY
    3 days ago
  • 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...
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    Right Hire Consulting

    Los Angeles, CA
    1 day 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... 
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    Full time
    Work at office

    Inner Circle Agency Inc.

    Louisville, KY
    1 day ago
  • 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...
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    Local area

    ECG Resources, Inc.

    Chicago, IL
    14 hours 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... 
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    Kadima Wealth

    Schaumburg, IL
    14 hours ago
  • 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...
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    Full time

    Asset Management Group Inc.

    Cartersville, GA
    4 days ago
  • $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...
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    GemHarvest Executive Recruiting

    Dallas, TX
    3 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...
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    Thrivent Financial

    New York, NY
    3 days ago
  •  ...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... 
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    Confidential

    New York, NY
    4 days 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...
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    First Element Insurance Planners

    New York, NY
    3 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... 
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    Cetera Financial Group

    Dallas, TX
    14 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... 
    Work experience placement
    Work at office
    3 days per week

    Wells Fargo

    Irving, TX
    14 hours ago
  • 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 job
    Full time

    Smartstop-Self-Storage

    Ladera Ranch, CA
    4 days ago
  • 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 work
    Immediate start

    Incline Wealth

    Wisconsin
    3 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 start
    Remote work
    Flexible hours

    Inverness Wealth Management

    Denver, CO
    2 days ago
  • 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, TN
    3 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 area
    Relocation
    Home office

    Vanguard Group, Inc.

    Boston, MA
    2 days ago
  •  ...Senior Sales Analyst- RIA team Apply ( locations Malvern, PA time type Full time posted on Posted 11 Days Ago job requisition id 175484 Job Summary This role supports sales growth objectives by providing sales strategy insights, competitive... 
    Full time
    Work experience placement

    Vanguard

    Malvern, PA
    3 days ago
  • $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 time
    Temporary work
    Work at office
    Local area
    Flexible hours

    Capital Group

    Los Angeles, CA
    3 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 ...

    Farmers & Merchants Bank of Long Beach

    Newport Beach, CA
    2 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 time
    Temporary work
    Flexible hours

    United Texas Bank

    Dallas, TX
    14 hours 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, NY
    3 days ago
  •  ...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 time
    Work at office
    Remote work

    Socha Capital

    New York, NY
    3 days ago
  •  ...asset classes and investment styles, with over $95 billion in assets under management.**What you will do*** The External Wholesaler for RIA & Consultant Relations is responsible for representing all PGIM investment vehicles including Mutual funds, ETF’s, CIT’s,... 
    Part time
    Home office

    Prudential Annuities Distributors (PAD)

    Chicago, IL
    14 hours ago
  •  ...and distribution team. This role involves promoting investment management solutions to independent Registered Investment Advisors (RIAs) and wealth managers. Candidates should have over 5 years in financial services sales, strong communication skills, and relevant licenses... 

    Zacks Investment Management

    San Francisco, CA
    14 hours ago
  •  ...position in Englewood, Colorado. The role emphasizes guiding U.S. securities compliance with a focus on private placements and advising RIAs. Responsibilities include drafting offering materials, managing client relationships, and mentoring junior staff. Qualifications... 
    Full time

    Constellation Search Group

    Englewood, CO
    3 days ago