Top 85 Ria firm Jobs in Dallas, Tx

Office Coordinator
True North Advisors —Dallas, TX
- Full-time
- Background check
- Microsoft Outlook
- Office
- Health savings account
- Health insurance
Quick Apply
RIA Integration Manager
Cetera Financial Group —Dallas, TX
- $100,000 - $120,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Travel
- Financial services
- Paid parental leave
- Paid holidays
14d
ASSOCIATE, CLIENT ADMINISTRATION
Cresset Capital —Dallas, TX
- Microsoft Outlook
- Mid-level
- Office
- Health savings account
- Disability insurance
Quick Apply
Investment Performance Analyst
True North Advisors —Dallas, TX
- Full-time
- Background check
- Computer Science
- Research
- Health savings account
- Health insurance
Quick Apply
Assistant Community Manager - Maple Terrace
Hines —Dallas, TX
- $25.75 - $30.00 an hour
- Overtime
- Mid-level
- High school diploma or GED
- Communication skills
Senior RIA Operations Consultant
Concurrent Investment Advisors —Dallas, TX
- $90,000 - $110,000 a year
- Full-time
- Hybrid work
- Office
- 8 years
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Plano, TX
- $75,000 - $85,000 a year
- Microsoft Excel
- Writing skills
- Research
7d
Client Service Associate
Edelman Financial Engines, LLC —Dallas, TX
- $54,000 - $65,000 a year
- Mid-level
- Office
- Bachelor's degree
Quick Apply
12d
Client Operations Analyst
True North Advisors —Dallas, TX
- Full-time
- Background check
- Mid-level
- Finance
- Health savings account
- Health insurance
Quick Apply
Advisor Support Coordinator
Farther —Dallas, TX
- Hybrid work
- Mid-level
- Office
- Health insurance
- 401(k) matching
Central Operations Associate
Concurrent Investment Advisors —Dallas, TX
- $60,000 - $90,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Associate, Advisor Marketing
Farther —Dallas, TX
- Hybrid work
- Google Workspace
- Mid-level
- Organizational skills
- Health insurance
- 401(k) matching
Community Leader - RIA Network
Cetera Financial Group —Dallas, TX
- $240,000 - $290,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Recruiting
- Senior level
- Paid parental leave
- Paid holidays
Service Operations Associate I (Dallas / Plano, TX)
Mercer Advisors —Dallas, TX
- $26 - $30 an hour
- Monday to Friday
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Office
- Paid parental leave
- Health savings account
Quick Apply
11h
Senior Investment Analyst
True North Advisors —Dallas, TX
- Full-time
- Background check
- Microsoft Excel
- Research
- Health savings account
- Health insurance
Quick Apply
Executive in Residence – Client Experience & Operations
Farther —Dallas, TX
- Contract
- Hybrid work
- Office
- Residential
- Presentation skills
- Health insurance
- 401(k) matching
Advisor Support Representative
Altruist Corp —Dallas, TX
- $54,000 - $85,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Health insurance
ASSOCIATE, INVESTMENTS (PRIVATE CREDIT)
CCM ADMINISTRATIVE SERVICES LLC —Dallas, TX
- Research
- Mid-level
- Office
- Health savings account
- Disability insurance
Quick Apply
Accountant
True North Advisors —Dallas, TX
- Mid-level
- Bachelor's degree
- QuickBooks
- Health savings account
- Health insurance
Quick Apply
Senior Client Experience Associate
Farther —Dallas, TX
- Hybrid work
- 6 years
- Bachelor's degree
- Financial services
- Health insurance
- 401(k) matching

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ria firm jobs near dallas, tx

Office Coordinator

True North Advisors
Dallas, TX

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
Financial planning services
Happy hour
Paid time off
Vision insurance
Volunteer time off

Qualifications

Bachelor's degree

Full Job Description

Are you a motivated, detail-oriented individual with a positive attitude, looking for an early-career role that could lead to a rewarding career in Wealth Management? If so, we need you!

True North Advisors is seeking a Front Office Coordinator to join our Business Operations team. This role serves as the first point of contact for visitors and callers, while providing administrative and operational support to the broader team to help deliver an exceptional client experience. This role also provides assistance with client and team event planning and other marketing-related tasks.

This is a full-time position based in our Dallas office.

Responsibilities:

Answer the company’s primary phone line and manage the phone system
Greet clients and guests - escort them to conference rooms and ensure rooms are prepared
Open and close the office each day following a daily checklist
Manage conference room scheduling throughout the day
Keep conference rooms, work rooms, and break rooms organized and clean
Coordinate catering and set-up for formal in-office lunches or company-wide events
Manage office mail receipt, sorting, and sending
Schedule and confirm meetings for advisors, as requested
Order office supplies and refreshments, maintaining spending within budget
Schedule repairs and maintenance for the office space when needed
Serve as main point of contact for building management and vendors who provide office services
Assist with client and employee event planning
Send client gifts, and log gifts in Compliance 11 program
Help prepare the PowerPoint presentation for monthly team meetings
Order printed materials (business cards, letterhead, cards, etc.)
Provide additional administrative and operational support as needed.

Education, Skills, & Experience:

Bachelor’s degree in business, finance, or related field required
Strong Outlook, PowerPoint, Word and Excel skills
Ability to maintain confidentiality when dealing with client matters
Must consent to and have favorable credit report and background check
Ability to consistently demonstrate True North’s Core Values

Benefits & Perks:

Bonus potential based on successful execution of firm goals and individual performance metrics
15 days of Paid Time Off (PTO) for new employees; increases to 18 days after the second year and increases from there per a schedule
Volunteer Time Off (VTO)
401(k) with employer contribution
Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
Employer reimbursement for professional designations and continuing education
Free financial planning services for employees and spouses
Collaborative culture with year-round engagement events including happy hours, coffee chats, lunches, and more!

Background:

True North is an Independent RIA that serves the wealth management needs of high-net-worth individuals and institutional clients. True North Advisors was founded on the shared vision that the only way to truly provide clients with trustworthy advice is through complete independence, objectivity, and the absence of conflicts of interest.

We seek to provide peace of mind to our clients and their families. Managing an individual’s wealth is more than just dollars and cents. At True North, our Wealth Managers work collaboratively with our Wealth Planning team using every lens to create comprehensive plans designed to achieve clients’ long-term goals. We offer innovative solutions and provide perspective, opportunity, and fulfillment in every area of our clients' lives. We were an early adopter in recommending private investments, including public and private platform opportunities in real estate, private equity, and energy.

Established in 2000, our mission has been to help our clients lead more fulfilled lives through trust, personalization, and simplicity. Go North today and join us to help us continue to fulfill lives.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Quick Apply

Refine Your Search

ria firm jobs in dallas, tx

Office Coordinator

RIA Integration Manager

ASSOCIATE, CLIENT ADMINISTRATION

Investment Performance Analyst

Assistant Community Manager - Maple Terrace

Senior RIA Operations Consultant

Associate Wealth Advisor

Client Service Associate

Client Operations Analyst

Advisor Support Coordinator

Central Operations Associate

Associate, Advisor Marketing

Community Leader - RIA Network

Service Operations Associate I (Dallas / Plano, TX)

Senior Investment Analyst

Executive in Residence – Client Experience & Operations

Advisor Support Representative

ASSOCIATE, INVESTMENTS (PRIVATE CREDIT)

Accountant

Senior Client Experience Associate

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