Sales Associate
Bethesda, MD · On-site
$50K/yr
Completed a summer internship in financial services (broker/dealer, RIA, or asset manager). Objectives * Develop a deep understanding of Potomac's investment products and think critically about how ...
Sales Associate
Bethesda, MD · On-site
$50K/yr
Completed a summer internship in financial services (broker/dealer, RIA, or asset manager). Objectives * Develop a deep understanding of Potomac's investment products and think critically about how ...
Associate Advisor - DC
Washington, DC · On-site
This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 ... Academic success and other internships or work-related experience preferred. * Series 65 (or ...
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Associate Advisor - DC
Washington, DC · On-site
This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 ... Academic success and other internships or work-related experience preferred. * Series 65 (or ...
This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 ... Academic success and other internships or work-related experience preferred. * Series 65 (or ...
This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 ... Academic success and other internships or work-related experience preferred. * Series 65 (or ...
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 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 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 is the difference between Internship Ria vs Financial Advisor Intern?
| Aspect | Internship Ria | Financial Advisor Intern |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer coursework in finance or business | Similar; often pursuing finance, economics, or related degrees |
| Work Environment | Office setting, client meetings, administrative tasks | Office-based, client interaction, research, and support tasks |
| Employer & Industry Usage | Used by RIA firms, financial planning companies, investment firms | Commonly 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 the most commonly searched types of Ria jobs in Washington? The most popular types of Ria jobs in Washington are:
$50K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted yesterday
Job description
The Opportunity
At Potomac, we're not for everyone-and that's by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don't need handholding to make things happen.
We're a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel
Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®.
Summary
At Potomac, we're not for everyone-and that's by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don't need handholding to make things happen.
We're a ~$3B+ AUM/AUA asset manager that serves independent broker-dealers and RIAs with one mission: to cut through the noise and deliver results.
Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®.
Summary
We're seeking a motivated Sales Associate to support our dynamic sales team. In this role, you'll identify opportunities, tackle challenges, and think strategically to drive growth. Ideal for problem-solvers eager to learn and build a career in a fast-growing firm. This is a full-time, on-site position at our home office in the Avocet Tower in downtown Bethesda.
This role is 100% onsite in Bethesda, MD.
What You'll Do
Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If you're looking for a slow pace and low volume, this isn't for you.
If you want to drive, build, and scale, this is your shot.
Benefits:
The pay range for this role is:
50,000 - 50,000 USD per year (Potomac HQ)
At Potomac, we're not for everyone-and that's by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don't need handholding to make things happen.
We're a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel
Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®.
Summary
At Potomac, we're not for everyone-and that's by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don't need handholding to make things happen.
We're a ~$3B+ AUM/AUA asset manager that serves independent broker-dealers and RIAs with one mission: to cut through the noise and deliver results.
Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®.
Summary
We're seeking a motivated Sales Associate to support our dynamic sales team. In this role, you'll identify opportunities, tackle challenges, and think strategically to drive growth. Ideal for problem-solvers eager to learn and build a career in a fast-growing firm. This is a full-time, on-site position at our home office in the Avocet Tower in downtown Bethesda.
This role is 100% onsite in Bethesda, MD.
What You'll Do
- Support the sales team with their efforts to engage financial advisors and schedule meetings.
- Research and qualify financial advisors, identifying innovative ways to expand Potomac's advisor relationships.
- Maintain and update CRM data to track client information, insights, and opportunities.
- Prepare analytical reports that effectively showcase our investment strategies.
- Assist with event planning invites and marketing initiatives to engage financial advisors.
- Create targeted lists for call campaigns.
- Help drive our LinkedIn outreach and content promotion to advisors.
- Fulfill swag orders for customers.
- A natural problem solver who enjoys thinking creatively and finding new ways to improve processes.
- Detail-oriented, organized, and always looking for ways to drive efficiency.
- A strategic thinker who sees the big picture but never misses the small stuff.
- Recent college graduate with a passion for asset management, financial markets, and solving challenges.
- OR 2 years or less of sales experience, preferably in financial services.
- Must pass the SIE, Series 7 and either 63 & 65 or 66 licensing exams within 7 months of hire.
- Completed a summer internship in financial services (broker/dealer, RIA, or asset manager).
- Develop a deep understanding of Potomac's investment products and think critically about how they fit into an advisors' business.
- Stay current with industry trends and developments, to ensure that Potomac stays head of the curve.
- Comply with legal and compliance regulations at all times.
Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If you're looking for a slow pace and low volume, this isn't for you.
If you want to drive, build, and scale, this is your shot.
Benefits:
- Medical insurance
- Vision insurance
- Dental insurance
- Health savings account option
- 401(k) & other retirement benefits
- Paid maternity leave
- Paid paternity leave
- Commuter benefits
- Disability insurance
- Paid time off
The pay range for this role is:
50,000 - 50,000 USD per year (Potomac HQ)