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Internship Ria Firm Jobs (NOW HIRING)

Cresset Capital

ASSOCIATE, WEALTH ADVISOR

Dallas, TX · On-site

About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning ... Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ...

Cresset Capital

ASSOCIATE, WEALTH ADVISOR

Dallas, TX · On-site

About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning ... Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ...

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Internship Ria Firm information

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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.
Wealth Planning Associate

Wealth Planning Associate

Keel Point, LLC

Huntsville, AL • On-site

Full-time

Medical, Retirement, PTO

Posted 5 days ago

Job description

About the Role

At Keel Point, our work begins and ends with the families we serve. As a Wealth Planning Associate, you'll be an essential member of an advisory team, helping clients move toward their most important financial goals. This is a client-focused, relationship-driven role on a growing wealth management team.

You'll partner closely with our advisors to prepare for client meetings, keep the planning process moving, and deliver the attentive, high-touch service our clients count on. For someone who wants to build a lasting career in financial planning, this role offers the opportunity to learn from established and successful advisors in a team environment.

What You'll Do
  • Partner with advisors to prepare client review materials and bring together the information needed for meaningful planning conversations.
  • Support post-meeting follow-up by maintaining accurate client notes and seeing every action item through to completion.
  • Drive plan action items forward in line with our service standards, debriefing with the advisor as needed.
  • Collaborate with our Client Service Representatives (CSRs) to respond to client requests and uphold the firm's service model.
  • Master and actively use Keel Point's technology platforms, including Orion, Wealthscape, Wealthbox, MoneyGuidePro, and RightCapital.
  • Prepare performance and asset allocation reports that support timely, thorough client reviews.
  • Coordinate client and prospect scheduling and communications to ensure seamless, professional experience.
  • Enter and maintain client data accurately and completely across multiple platforms.
  • Contribute to team initiatives such as tax-season support and client appreciation efforts.
Where This Role Can Lead

We hire Wealth Planning Associates with their growth in mind. Over time, you'll:

  • Build the expertise to develop and present comprehensive financial plans independently.
  • Deepen your understanding of planning strategies, investment vehicles, and portfolio management.
  • Have the support and encouragement to pursue the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and related professional development.
What We're Looking For
  • Bachelor's degree required; a concentration in financial planning, finance, or a related field is preferred.
  • At least 2 years of experience in wealth management, financial planning, or a registered investment advisor (RIA) setting - or comparable internship or coursework in the financial planning field.
  • A genuine interest in financial planning and a desire to work directly in service of clients and families. Interest in or progress toward the CFP® designation is a strong plus.
  • Strong organizational and communication skills, with comfort using Microsoft Office.
  • A client-first mindset and the ability to manage multiple priorities, both independently and as part of a team.
  • Familiarity with using AI tools to support research is a plus.
The Details
  • Full-time, on-site position based in our Huntsville, AL office.
  • Competitive salary and benefits package, including health insurance, a retirement plan, generous paid time off, and professional development support.

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