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Internship Ria Firm Jobs (NOW HIRING)

... a large public accounting firm a plus) * Preferred requirements: * Academic and/or working ... Willingness to learn tax specific research tools such as RIA Checkpoint or BNA/Bloomberg

... internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance ... We bring together the resources of a global firm and the agility of a regional team, giving you the ...

$16.50 - $21.50/hr

Having an opportunity to experience the various roles that exist within a successful RIA ... The summer internship will consist of participants from across the firm's geographical footprint.

$16.25 - $21.25/hr

Having an opportunity to experience the various roles that exist within a successful RIA ... The summer internship will consist of participants from across the firm's geographical footprint.

$17.25 - $22.75/hr

Having an opportunity to experience the various roles that exist within a successful RIA ... The summer internship will consist of participants from across the firm's geographical footprint.

$17 - $22.25/hr

Having an opportunity to experience the various roles that exist within a successful RIA ... The summer internship will consist of participants from across the firm's geographical footprint.

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Internship Ria Firm information

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How much do internship ria firm jobs pay per hour?

As of Sep 14, 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 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.

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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:

What states have the most Internship Ria Firm jobs?

States with the most job openings for Internship Ria Firm jobs include:

Infographic showing various Internship Ria Firm job openings in the United States as of September 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $32,333 per year, or $15.5 per hour.

Wealth Management Intern-Summer/ Fall 2027

Plymouth Meeting, PA

Legacy Advisors, LLC
Finance and Insurance • 51 - 200 employees

$14.75 - $20/hr

Full-time, Part-time, Temporary, Internship

Posted 4 days ago


Job description

About Our Firm: Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. We are a well-established and growing RIA with expertise in investment and financial planning for ultra-high-net-worth ($25M+) individuals and business owners. As an independent, fee-based firm, we are committed to helping our clients achieve peace of mind by serving them with the highest level of integrity, ensuring that their business and personal affairs are always in order. The common trait they share is too little time to take care of the strategic and tactical planning needed to secure their financial objectives.
Position Summary: The Wealth Management Intern supports daily work across the firm, not within a single team. Most of the day-to-day tasks originate from Investment Operations such as reporting and portfolio administration, but the role also works directly with other departments as needs arise, giving the intern broad exposure to how investment decisions, operations, wealth planning and client service connect across the firm. This role offers hands-on experience in financial markets, investment products, and client services, with opportunities to gain insight into all areas of the firm.
**We are seeking candidates who are available for a Summer 2027 Internship and beyond, ideally with the ability to commit to a one-year engagement, including part time hours while attending school and full-time work during the summer. Only local candidates will be considered.
Position Responsibilities:
Responsibilities span several areas of the firm and will shift over time as projects and firm priorities change. Below are the general areas the intern can expect to support:
Investment Operations amp; Reporting
  • Assist with client performance reporting, trade and cash activity monitoring, and periodic reports (e.g., transactions, cash flow, portfolio drift) that may carry investment implications.
Investment Advisory Support
  • Support Portfolio Managers with market research, manager meeting notes, and day-to-day client portfolio administration.
Firm-Wide Projects amp; Special Assignments
  • Contribute to firm-wide initiatives as they arise, which may include work with Wealth Planning, Client Service, Operations, or other teams depending on current priorities.
Specific tasks and projects will evolve throughout the internship based on the firm's needs. Interns should expect to work across multiple teams over the course of the engagement rather than a single, fixed set of duties.
Schedule amp; Commitment:
  • 10-15 hours per week while attending school, 30-35 hours per week during the Summer.
Background Requirements/Preferences:
  • Working towards a bachelor's degree in Finance, Business, or related field.
  • Familiarity with markets and investments – such as: Mutual Funds, Stocks amp; Bonds, and Alternative investments (Hedge Funds amp; Private Equity).
  • Proficiency in Word, Excel and Outlook.
  • Experience with Bloomberg and performance reporting software is a plus.
  • Organized, detail-oriented and able to multitask.
  • Excellent written and verbal communication skills.
  • Commitment to Legacy's Core Values of…
    • Client First
    • Work Hard
    • Excellence
    • Positive Attitude
    • Respect
    • Always Do the Right Thing