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Internship Ria Firm Jobs (NOW HIRING)

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 ...

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 ...

JHM Certified Public Accountants

Tax Manager

Chattanooga, TN · On-site +1

$101K - $132K/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 ...

PKF O'Connor Davies

Senior Tax Associate

Hollywood, FL

$74K - $92K/yr

About PKF O'Connor Davies PKF O'Connor Davies is a top-ranked accounting, tax, and advisory firm ... Mentor and support Associates and Interns on client engagements. * Start to review workpapers and ...

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How much do internship ria firm jobs pay per hour?

As of Jun 23, 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 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 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.
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Internship Ria Firm jobs near you
Infographic showing various Internship Ria Firm job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 89% Full Time, and 10% Part Time. Highlights an 85% Physical, 1% Hybrid, and 14% Remote job distribution, with an average salary of $32,333 per year, or $15.5 per hour.
Advisor Recruiter

Advisor Recruiter

Freestone Capital Management

Seattle, WA

$125K - $200K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Job description

Who We Are
At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management firm with over $14.5 billion in assets under management. Headquartered in Seattle, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.
About the Role
Freestone's next phase of growth is powered by advisor talent. We are seeking an experienced advisor recruiter to lead the identification, engagement, and conversion of high-quality financial advisors who want to build their practice on our platform. The hire will be responsible for recruiting both experienced lateral hires and emerging talent. This is a senior, strategic role that sits at the intersection of business development and talent acquisition.
The recruiter will report to a member of Freestone's executive team and will work closely with the hiring team within advisory leadership to shape our growth strategy, build a durable sourcing pipeline, and serve as a compelling ambassador for the Freestone brand in the markets we serve and beyond.
Key Responsibilities
Advisor Sourcing & Pipeline Development
  • Own end-to-end sourcing and recruitment of experienced client advisors and emerging advisor talent, with a focus on candidates who have demonstrated client relationship development and AUM growth
  • Build and maintain a continuous pipeline of advisor candidates through proactive outreach, networking, referrals, industry events, LinkedIn Recruiter, and other channels relevant to the wealth management community
  • Identify and engage advisors at wirehouse, regional broker-dealer, and RIA firms who may be seeking a better long-term home; cultivate long-lead relationships with high-potential candidates who are not yet actively looking
  • Partner with Freestone's SAN and channel partner relationships to surface advisor referral opportunities and coordinate outreach
  • Leverage Greenhouse, our internal ATS, to track candidates, manage pipeline stages, and report on funnel metrics

Candidate Evaluation & Process Management
  • Conduct screening interviews to evaluate advisor candidates against Freestone's profile: AUM, book composition, client segment fit, compensation structure, non-solicit considerations, and cultural alignment
  • Work with the hiring manager and executive team to design and maintain a structured interview rubric for advisor searches, including work samples and behavioral interviews
  • Coordinate all aspects of the candidate lifecycle - scheduling, interview preparation, feedback collection, reference checks, background checks, and offer logistics - ensuring a best-in-class candidate experience
  • Manage offer conversations in coordination with leadership, including compensation modeling and transition support framing

Freestone Brand & Market Positioning
  • Serve as a knowledgeable, credible, and enthusiastic ambassador for the Freestone platform, articulating our value proposition to advisors across career stages
  • Develop and refine recruiting collateral tailored to advisor candidates, including platform overviews, compensation explainers, and transition guides
  • Represent Freestone at industry conferences and advisor-facing events to build brand presence in the advisor talent market

Broader Recruiting Support
  • Track and report recruiting KPIs to the leadership team on a regular cadence
  • Conduct interview training for teammates on an ongoing basis
  • Assist with internship programming and campus recruiting efforts as relevant

Qualifications & Skills
  • The ideal candidate will have 5+ years of recruiting experience, with at least 2-3 years focused on financial advisor or wealth management talent acquisition
  • Demonstrated experience recruiting advisors from wirehouse, regional BD, or RIA environments strongly preferred; recruiting agency experience in financial services a plus
  • Working knowledge of advisor compensation structures, transition dynamics, non-solicit considerations, and the regulatory landscape relevant to advisor moves
  • Exceptional relationship-building, communication, and influencing skills. This hire needs to be comfortable engaging senior advisors and Freestone leadership alike
  • Strong organizational and project management skills; able to manage multiple searches simultaneously with discipline and precision
  • Proficiency in LinkedIn Recruiter, ATS platforms, and Microsoft Office suite
  • Bachelor's degree required; CFP, Series 65, or other industry credential is a plus but not required

Why Join Us?
  • Base salary of $125,000 - $200,000, dependent on experience, with bonus potential tied to firm and individual performance
  • Comprehensive benefits including medical, dental, vision, 401(k) matching, life and disability insurance, parental leave, and flex spending
  • Generous paid time off-17 days of vacation, plus 10 paid holidays, Summer Fridays
  • Meal perks, company events, team celebrations, and more
  • A collaborative, fun, and supportive culture where you're encouraged to innovate and grow

Our Core Values
  • Commitment: Commitment underlines your integrity. You bring your best every day and have the courage to dedicate energy toward what truly matters.
  • Collaboration: Collaboration fuels your innovation, creativity, and progress. Through teamwork and authentic communication, you conquer common goals while simultaneously strengthening the fabric of our culture.
  • Continuous Improvement: You are a lifelong learner, you seek first to understand, are solution-oriented, and unequivocally open-minded.

Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
For information about our privacy practices, including disclosures for California residents, please see our Privacy Notices.

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