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Internship Ria Jobs in California (NOW HIRING)

Andersen

Senior Associate - Cost Segregation

Los Angeles, CA · On-site

$87K - $108K/yr

... RIA Checkpoint, CCH, and Bloomberg Tax to address project issues; * Supervise, train, mentor and provide feedback on Associates and Interns; * Travel locally and across the U.S. approximately 15% of ...

All JobsInternship Ria JobsInternship Ria Jobs in California

Internship Ria information

What are the key skills and qualifications needed to thrive as an intern at Ria Money Transfer, and why are they important?

To thrive as an intern at Ria Money Transfer, you typically need a background in finance, business, or a related field, along with strong analytical and organizational skills. Familiarity with Microsoft Office Suite, data analysis tools, and possibly CRM or financial management systems is often valuable. Strong communication, adaptability, and teamwork are crucial soft skills for collaborating effectively and learning quickly in a fast-paced environment. These skills and qualities are important as they enable interns to contribute meaningfully, adapt to industry demands, and maximize learning opportunities within the organization.

What is the difference between Internship Ria vs Financial Advisor Intern?

AspectInternship RiaFinancial Advisor Intern
Required CredentialsHigh school diploma or equivalent; some roles may prefer coursework in finance or businessSimilar; often pursuing finance, economics, or related degrees
Work EnvironmentOffice setting, client meetings, administrative tasksOffice-based, client interaction, research, and support tasks
Employer & Industry UsageUsed by RIA firms, financial planning companies, investment firmsCommonly used in financial advisory firms, wealth management companies

Both Internship Ria and Financial Advisor Intern roles are entry-level positions in the financial services industry, focusing on supporting financial advisors and gaining industry experience. They typically require similar educational backgrounds and involve office work, client interaction, and research. The main difference lies in the specific employer type and job title, with Internship Ria often associated directly with Registered Investment Advisor firms.

What are Internship Ria positions?

Internship Ria positions are internship opportunities offered by Ria Money Transfer, a global money transfer company. These internships are designed for students or recent graduates to gain practical experience in areas such as finance, marketing, IT, customer service, and operations within the financial services industry. Participants work alongside experienced professionals, learn about the money transfer business, and acquire valuable skills that can help them in their future careers. The internship may also provide networking opportunities and potential pathways to full-time employment at Ria.

What types of projects or tasks can I expect to work on during an Internship at Ria?

As an intern at Ria, you can expect to engage in a variety of projects that support the company's core business areas, such as finance, compliance, marketing, or technology. Interns often assist with data analysis, process improvements, research assignments, and may participate in team meetings or cross-departmental collaborations. The work environment is typically fast-paced and collaborative, offering interns valuable exposure to real-world challenges and the chance to develop practical skills. You'll also have opportunities to receive mentorship and feedback from experienced professionals, which can be instrumental for your career growth.
What are the most commonly searched types of Ria jobs in California? The most popular types of Ria jobs in California are:
What cities in California are hiring for Internship Ria jobs? Cities in California with the most Internship Ria job openings:
Internship Ria jobs near you
Manager, Client Service

Manager, Client Service

Mercer Advisors

Walnut Creek, CA • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Be an early applicant

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Manager, Client Service works collaboratively with the Director, Client Service on the following: a) team member management and development, b) increasing overall productivity of direct reports, c) promoting excellence in servicing existing client base, in a highly efficient manner with attention to detail and strong positive interpersonal skills, d) perform Client Service Specialist responsibilities.

Responsibilities:

  • People Management
    • Participate in the hiring, training, mentoring and supervision of all Client Service Specialist, Client Service Coordinator and Interns in an office
    • Maximize talent via employee development and coaching
    • Facilitate a strong team culture and the sharing of best practices across an office or team
    • Partner with Client Service Leadership Team to facilitate ongoing CSS training and development
    • Handle all manager functions in the HR System including timekeeping, PTO requests, and performance reviews for direct reports
  • Operations Management
    • Optimize productivity by coordinating Client Service Specialist coverage and helping to prioritize workflow within the office
    • Ensure an exceptional client experience in the office/team
    • Act as a local contact for any operational issues or challenges
    • Serve as subject matter expert for complex account-related topics such as 10b5-1 plans, pledged asset lines, account overlays, and separate account managers
    • Coordinate local projects such as RMDs, tax loss harvesting, cash audits, and tracking of new deposits
  • Leadership
    • Directly impact growth and client retention and monitor progress toward team goals
    • Participate as a member of the Sr. Manager's leadership team along with other managers/directors to contribute to local strategy decisions
    • Coordinate team meetings and events
    • Identify ideas, scalable solutions, and process improvements, and work with the relevant departments to update processes across the firm
    • Support Branch Operations on new projects and initiatives
    • Support Learning and Development on Client Service Specialist trainings
    • Office management responsibilities as assigned

Requirements:

Education:

· Bachelor's degree or equivalent (preferably Business, Economics, Accounting or Finance related)

Experience:

· Minimum 2 years of financial industry related experience

· Minimum 2 years of client-facing experience

· Experience with interacting with individuals at all income levels in a professional and confidential manner

Certifications:

· Notary designation a plus

Job Skills:

· Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion

· Excellent verbal, written, analytical and organization skills

· Technical and analytical training and ability to multi-task and manage multiple projects at once

· Proficiency with financial planning software, Salesforce and MS Office Suite

· Flexible, Reliable, Trustworthy, and Confidential with all matters

Work Schedule: Monday through Friday, 8:00AM – 5:00PM.

Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation.

#LI-Hybrid

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

Base Pay Range
$100,000—$110,000 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection