1

Internship Ria Firm Jobs in Indiana (NOW HIRING)

Internship Ria Firm information

What is an internship at a RIA firm?

An internship at a Registered Investment Advisor (RIA) firm is a temporary position designed for students or recent graduates to gain hands-on experience in the financial services industry. Interns typically assist with research, client communications, portfolio analysis, and administrative tasks under the supervision of experienced advisors. These internships provide valuable exposure to wealth management, financial planning, and investment strategies, helping interns build relevant skills and professional networks. Many RIA firms use internships as a way to identify potential future employees.

What types of projects and responsibilities can I expect during an internship at a RIA firm?

Interns at a Ria (Registered Investment Advisor) firm are often involved in a range of tasks, such as assisting with client portfolio reviews, conducting financial research, and supporting advisors in preparing reports and presentations. You may also gain exposure to compliance procedures, data entry, and client communication under supervision. The work environment is typically collaborative, allowing you to interact with financial advisors and operations staff, which provides valuable insight into the firm's daily operations. This hands-on experience is designed to help you develop both technical and interpersonal skills relevant to a career in financial services.

What are the key skills and qualifications needed to thrive as an intern at a RIA firm, and why are they important?

To thrive as an intern at Ria Firm, you generally need a relevant academic background, strong analytical abilities, and a willingness to learn quickly. Familiarity with office productivity tools like Microsoft Office Suite or Google Workspace, and possibly industry-specific software, is often expected. Excellent communication, teamwork, and adaptability are standout soft skills for this role. These skills and qualities are crucial for contributing effectively to projects, adapting to a professional environment, and gaining valuable experience in the industry.

What is the difference between Internship Ria Firm vs Ria Clerk?

AspectInternship Ria FirmRia Clerk
Required CredentialsTypically pursuing or holding a degree in finance, accounting, or related fieldsHigh school diploma or equivalent, some knowledge of financial transactions
Work EnvironmentInternship setting within a Ria firm, involving learning and assisting with client transactionsOffice environment focused on processing and verifying money transfer documents
Employer & Industry UsageUsed by financial firms offering training programs for aspiring financial professionalsCommonly employed in money transfer companies or Ria firms for clerical tasks

In summary, an Internship Ria Firm is a training position for students or entry-level individuals gaining experience in the financial industry, while a Ria Clerk is a clerical role focused on processing transactions within a Ria firm. The internship emphasizes learning and development, whereas the clerk role centers on administrative tasks.

What are the most commonly searched types of Ria Firm jobs in Indiana?

The most popular types of Ria Firm jobs in Indiana are:

Intern Wealth Advisory Summer 2027 | Multiple Locations - 2237409

Forvis Mazars

Indianapolis, IN • On-site

$14.25 - $19.25/hr

Temporary, Internship

Posted 3 days ago

New


Forvis Mazars rating

8.1

Company rating: 8.1 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

12th of 23 rated bookkeepers and accountants


Job description

Description & Requirements
Forvis Mazars Wealth Advisors, LLC, a nationally recognized Registered Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth Management professional to serve as an intern who will assist senior wealth management advisors in working with high-net worth families in our Forvis Mazars Private Client practice.
How you will contribute:
  • Wealth Advisor Interns participate in a 10-week paid program with the following learning objectives:
  • Gaining a comprehensive overview of the wealth management industry
  • Having an opportunity to experience the various roles that exist within a successful RIA (Registered Investment Advisor) firm including financial planning advisor; portfolio manager; and operations
  • Being provided the ability to develop and practice the skills needed to be a successful team member
  • Gaining the knowledge to help the intern choose the best fit career track for their goals
  • Delivering Forvis Mazars' commitment to unmatched client experience through timely and responsive communication with internal and external clients.
  • Interns will participate in a capstone project to conclude the internship, having the opportunity to present on a topic to the firm's leadership team.
  • The summer internship will consist of participants from across the firm's geographical footprint. The intern participants will be paired with a program sponsor in their local market.

We are looking for people who have Forward Vision and:
  • Effective time management
  • Strong oral and written communication skills
  • Ability to work well with a team as well as independently
  • Problem-solving attitude
  • Willingness to take initiative
  • Close attention to detail
  • Ability to work under pressure and against deadlines

Minimum Qualifications:
  • Intern candidates must be working toward a financial planning degree and CFP exam eligibility
  • Solid technical financial or accounting knowledge
  • Proficiency with Microsoft Office

  • GPA of 3.0 or higher (in major and overall)

Applicants for positions with Forvis Mazars must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.
About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.
What We Offer
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.
Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.

What Forvis Mazars employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom