RELIANCE FINANCIAL Jobs Hiring Now
RELIANCE FINANCIAL is hiring for 6 open roles on Migrate Mate as of July 16, 2026, concentrated in account management and data science, with listed salaries up to about $160,000. Migrate Mate updates RELIANCE FINANCIAL's live openings daily. Reliance Financial is a financial services firm offering wealth management and advisory services to individuals and families.
Find RELIANCE FINANCIAL JobsOverview
RELIANCE FINANCIAL hiring data on Migrate Mate, as of July 16, 2026.
- Open jobs
- 6
- Top team
- Account Management
- Seniority
- Across all levels
- Work type
- 67% remote or hybrid
- Top location
- Birmingham
- Salary range
- $65,000–$160,000
Listed salaries for RELIANCE FINANCIAL roles on Migrate Mate range from about $65,000 to $160,000 per year across 6 open roles, as of July 16, 2026.
Open Roles at RELIANCE FINANCIAL
Showing 6 of 6+ RELIANCE FINANCIAL jobs
Build trust, create clarity, and strengthen the Advisor-client experience. The Client Service Associate sits at the center of the Advisor's practice, connecting people, processes, and systems to deliver a seamless client journey. This role is equal parts relationship builder and operational expert, bringing order, confidence, and consistency to every interaction.
Location: Remote, supporting Eastern Time Zone
What You'll Do
Client Relationship Support
- Respond to client questions, resolve issues, and guide them through account updates and portals.
- Deliver timely, thoughtful service that builds trust with every interaction.
- Represent the firm professionally in all client-facing communications, internally and externally.
Advisor Enablement
- Prepare financial documents, meeting materials, and organized information for new and prospective clients.
- Schedule meetings and coordinate events that keep the practice running smoothly.
- Partner closely with Advisors to translate strategy into execution on a daily basis.
Account Operations & Data Integrity
- Open and maintain client accounts across custodial platforms including Schwab, Fidelity, and Pershing.
- Ensure Salesforce and internal systems are accurate and consistently up to date.
- Manage documentation and records in line with compliance standards.
Administrative & Office Coordination
- Draft polished emails and client communications on behalf of the practice.
- Support administrative workflows and day-to-day office coordination.
- Identify opportunities to improve how the practice operates and bring actionable ideas forward.
Requirements:
Experience
- 3-5 years of client service experience in a professional services environment, preferably wealth management
- Hands-on experience with custodial platforms: Schwab, Fidelity, and Pershing
- Prior use of eMoney or Orion is a plus
- Series 7 and/or Series 65 licenses preferred
Skills & Competencies
- Strong written and verbal communication skills
- Superior organization and attention to detail
- High standards of accuracy and task follow-through
- Proactive, self-starting mindset with the ability to anticipate needs before they surface
- Effective time management and ability to prioritize across competing demands
- Collaborative relationship builder who takes pride in team outcomes
- Commitment to professional ethics and regulatory standards
Technology & Tools
- CRM proficiency required; Salesforce strongly preferred
- Microsoft Office Suite
- Familiarity with financial planning platforms such as eMoney or Orion
- Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot; actively uses them to improve productivity, communication, and workflow efficiency
Education
- Bachelor's degree in a related field, or equivalent professional experience
Compensation:
$65,000-$72,000
Company:
RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution. We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day. If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.
www.RFGadvisory.com/awards
This hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy. We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other status protected by applicable law. We will provide reasonable accommodations for qualified individuals with disabilities during the application and hiring process.
Benefits and Compensation:
Salary: $65,000-$72,000
- Competitive salary + bonus pool
- Generous PTO, holidays, and a Charitable Service Day
- Health, dental, vision insurance + RFG Advisory stipend
- Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage
- 401(k) with Safe Harbor contribution
- Paid parental leave, short- and long-term disability, life insurance
- Surface Pro + home office setup
- Pet Insurance
- Continuing education and professional development support
Build trust, create clarity, and strengthen the Advisor-client experience. The Client Service Associate sits at the center of the Advisor's practice, connecting people, processes, and systems to deliver a seamless client journey. This role is equal parts relationship builder and operational expert, bringing order, confidence, and consistency to every interaction.
Location: Remote, supporting Eastern Time Zone
What You'll Do
Client Relationship Support
- Respond to client questions, resolve issues, and guide them through account updates and portals.
- Deliver timely, thoughtful service that builds trust with every interaction.
- Represent the firm professionally in all client-facing communications, internally and externally.
Advisor Enablement
- Prepare financial documents, meeting materials, and organized information for new and prospective clients.
- Schedule meetings and coordinate events that keep the practice running smoothly.
- Partner closely with Advisors to translate strategy into execution on a daily basis.
Account Operations & Data Integrity
- Open and maintain client accounts across custodial platforms including Schwab, Fidelity, and Pershing.
- Ensure Salesforce and internal systems are accurate and consistently up to date.
- Manage documentation and records in line with compliance standards.
Administrative & Office Coordination
- Draft polished emails and client communications on behalf of the practice.
- Support administrative workflows and day-to-day office coordination.
- Identify opportunities to improve how the practice operates and bring actionable ideas forward.
Requirements:
Experience
- 3-5 years of client service experience in a professional services environment, preferably wealth management
- Hands-on experience with custodial platforms: Schwab, Fidelity, and Pershing
- Prior use of eMoney or Orion is a plus
- Series 7 and/or Series 65 licenses preferred
Skills & Competencies
- Strong written and verbal communication skills
- Superior organization and attention to detail
- High standards of accuracy and task follow-through
- Proactive, self-starting mindset with the ability to anticipate needs before they surface
- Effective time management and ability to prioritize across competing demands
- Collaborative relationship builder who takes pride in team outcomes
- Commitment to professional ethics and regulatory standards
Technology & Tools
- CRM proficiency required; Salesforce strongly preferred
- Microsoft Office Suite
- Familiarity with financial planning platforms such as eMoney or Orion
- Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot; actively uses them to improve productivity, communication, and workflow efficiency
Education
- Bachelor's degree in a related field, or equivalent professional experience
Compensation:
$65,000-$72,000
Company:
RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution. We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day. If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.
www.RFGadvisory.com/awards
This hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy. We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other status protected by applicable law. We will provide reasonable accommodations for qualified individuals with disabilities during the application and hiring process.
Benefits and Compensation:
Salary: $65,000-$72,000
- Competitive salary + bonus pool
- Generous PTO, holidays, and a Charitable Service Day
- Health, dental, vision insurance + RFG Advisory stipend
- Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage
- 401(k) with Safe Harbor contribution
- Paid parental leave, short- and long-term disability, life insurance
- Surface Pro + home office setup
- Pet Insurance
- Continuing education and professional development support
Job Roles at RELIANCE FINANCIAL
Working at RELIANCE FINANCIAL
RELIANCE FINANCIAL's 6 open roles are across all levels, and about 67% are remote or hybrid. The most active teams are account management, data science, and business development. Reliance Financial is a financial services firm specializing in wealth management and client advisory work. Its open positions span client-facing advisory roles, operations, technology, and administrative support, reflecting a firm that serves clients directly while building out internal infrastructure. Most RELIANCE FINANCIAL roles are based in Birmingham, with some in Remote and Santa Clarita.
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Browse jobs by roleRELIANCE FINANCIAL Jobs: Frequently Asked Questions
How many jobs is RELIANCE FINANCIAL hiring for right now?
RELIANCE FINANCIAL is hiring for 6 open roles on Migrate Mate as of July 16, 2026, updated daily, concentrated in account management and data science. Roles range from client-facing wealth advisory positions to technology, operations, and executive support functions.
What kinds of roles does RELIANCE FINANCIAL hire for?
The most active teams are account management, data science, and business development. Reliance Financial hires across wealth management, client services, technology, and administrative functions. Roles include positions like Wealth Advisor, Client Service Associate, Project Manager, and Technical Customer Success. Most postings are across all levels, though internship opportunities also appear.
Are RELIANCE FINANCIAL jobs remote or in-person?
Mostly remote. About 67% of RELIANCE FINANCIAL's open roles on Migrate Mate are remote or hybrid as of July 16, 2026, with the rest based in Birmingham. Each RELIANCE FINANCIAL listing shows its work location so you can filter before applying.
How do I apply to a job at RELIANCE FINANCIAL?
Find a Reliance Financial role on Migrate Mate, then follow the listing through to RELIANCE FINANCIAL's own application process. Reliance Financial manages its own hiring and receives applications directly. Migrate Mate keeps the listings current so you reach the right posting without searching elsewhere.
What do RELIANCE FINANCIAL jobs pay?
Listed salaries for RELIANCE FINANCIAL roles on Migrate Mate range from about $65,000 to $160,000 per year as of July 16, 2026, with most postings at across all levels. Exact pay is set by RELIANCE FINANCIAL and shown on each listing.
Does RELIANCE FINANCIAL hire entry-level?
Most of RELIANCE FINANCIAL's open roles on Migrate Mate are across all levels as of July 16, 2026. Check individual RELIANCE FINANCIAL listings for stated experience requirements.
Where is RELIANCE FINANCIAL hiring?
Most RELIANCE FINANCIAL roles are based in Birmingham, with some in Remote and Santa Clarita, and about 67% offer remote or hybrid work as of July 16, 2026. Migrate Mate shows the location on each listing.