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Internship Ria Firm Jobs (NOW HIRING)

Cresset Capital

Data Analytics Intern

Chicago, IL · On-site

$25/hr

About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning ... Over the course of the internship, you will play a key role in analyzing and validating billing ...

Freestone Capital Management

Advisor Recruiter

Seattle, WA · On-site

$125K - $200K/yr

... firm with over $14.5 billion in assets under management. Headquartered in Seattle, with a team of ... Identify and engage advisors at wirehouse, regional broker-dealer, and RIA firms who may be seeking ...

Freestone Capital Management

Advisor Recruiter

Seattle, WA

$125K - $200K/yr

... firm with over $14.5 billion in assets under management. Headquartered in Seattle, with a team of ... Identify and engage advisors at wirehouse, regional broker-dealer, and RIA firms who may be seeking ...

Cresset Capital

Compliance Intern

Denver, CO · On-site

$25/hr

About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning ... Over the course of the internship, you will work closely with team members to review and analyze ...

Cresset Capital

Legal Operations Intern

Chicago, IL · On-site

$25/hr

About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning ... Cresset offers a competitive compensation package for the Internship Program. We also offer an ...

Johnson, Hickey & Murchison

Tax Manager

Chattanooga, TN · On-site

$110K/yr

... firm. SCOPE OF WORK Act as a go to resource for research, technical, and reporting issues for ... seasonal interns Work diligently building relationships with key stakeholders at client ...

SCS Financial

Associate, Client Service Solutions

Boston, MA · On-site

$60K - $70K/yr

Prior experience in wealth management, RIA, or family office or comparable. Internship experience ... SCS is a fiduciary wealth and investment management firm serving some of the world's most ambitious ...

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How much do internship ria firm jobs pay per hour?

As of May 31, 2026, the average hourly pay for internship ria firm in the United States is $15.54, according to ZipRecruiter salary data. Most workers in this role earn between $12.50 and $17.55 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an intern at 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 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 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 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.

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What cities are hiring for Internship Ria Firm jobs? Cities with the most Internship Ria Firm job openings:
What are the most commonly searched types of Ria Firm jobs? The most popular types of Ria Firm jobs are:
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Internship Ria Firm jobs near you
Infographic showing various Internship Ria Firm job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 98% Full Time, and 1% Temporary. Highlights an 100% Physical job distribution, with an average salary of $32,333 per year, or $15.5 per hour.

Senior Client Operations Associate

Willis Johnson Wealth

Houston, TX

$75K - $105K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

Job description

Reporting to the Client Operations Manager, the Senior Client Operations Associate serves as a senior team lead within the Client Operations group. This individual is responsible for owning key client service workflows, supporting operational execution, and providing day-to-day guidance to junior team members and interns.
This role is designed for a high-performing operations professional who demonstrates strong initiative, attention to detail, and the ability to drive consistent follow-through across client service processes. While this position is not currently a formal people manager role, it is expected to contribute to team leadership and may grow into expanded management responsibilities over time.
Why Willis Johnson Wealth?
Willis Johnson Wealth is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal financial lives from compensation and benefit strategy to tax mitigation, from retirement planning to investments. We also have an in house CPA to provide tax preparation for our clients that need it. And with everything we recommend, we put our clients first—all the time, every time. No product sales. No commissions. Straight feeonly financial planning and asset management. 
The same way we take care of our clients, we invest in our team. Aside from providing a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth. We encourage and incentivize continued education for all employees and support their participation in educational conferences and events. WJW is also proud to be one of the Best Places to Work for Financial Advisors by Investment News multiple years in a row.
  Essential Responsibilities
Client Service:
  • Serve as an escalation point for complex client operations issues, ensuring timely resolution and high service standards
  • Direct daily client operations activities including service requests, account maintenance, transfers, and onboarding workflows
  • Ensure all paperwork is accurate, complete, and in good order prior to custodian submission
  • Perform status checks throughout service and transfer processes, communicating proactively with advisors and internal teams
  • Serve as liaison between custodians, advisors, trading, and the investment team
  • Record all service tasks and workflow steps in the CRM to ensure accountability and timely follow-through
  • Maintain compliance awareness within service workflows and documentation standards

Workflow & Process Improvement
  • Support the design, implementation, and refinement of operational workflows related to onboarding, service paperwork, and client experience
  • Establish consistent structures, checks-and-balances, and follow-up systems to reduce errors and improve execution
  • Participate in regular review and continuous improvement of team processes and service standards

Team Support & Development (Team Lead Focus)
  • Provide training, coaching, and day-to-day support to Client Operations Specialists and Associates
  • Assist with onboarding and support of interns, ensuring consistent execution of core client service processes
  • Serve as a resource to the team by reinforcing best practices and operational consistency
  • Contribute to a culture of accountability, professionalism, and strong client service execution

Hiring & Recruiting Support
  • Assist with initial resume review and first-round candidate screening for Client Operations and Residency-related hiring needs
  • Support recruiting coordination efforts as needed, including internship pipeline and outreach support
  Qualifications
  • Bachelor’s degree required.
  • Three or more years of experience in financial services industry required
  • Client service, administrative or operations experience at an RIA is preferred.
  • Demonstrates excellent organizational, problem solving and communication skills in a highly collaborative team environment.
  • Detail-oriented with strong prioritization and project management skills to drive progress of firm projects; ability to handle multiple projects and tasks simultaneously while maintaining quality work.
  • Strong technology skills, including MS Office (Excel), CRM and internal portal technology.
  • Highly adaptive and responsive to changing needs and deadlines.
  • Ability to establish structures, checks-and-balances, and maintain follow-up systems.
 Compensation & Benefits​​​​​​
  • Salary range: $75,000 - $105,000, plus discretionary performance bonus paid out bi-annually.
  • Total Compensation Range with Bonus = $86,000 - $132,000.
  • 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure.
  • Best and brightest leaders will have opportunities to buy into and become owners in the firm over time.
  • 11 paid holidays and 15 PTO days to use at your discretion.
  • Employer paid Health/Dental/Vision insurance premiums for individuals and families.
  • Employer HSA contributions
  • Employer paid Life and Long-Term Disability

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