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Internship Ria Jobs in Irvine, CA (NOW HIRING)

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Internship Ria information

See Irvine, CA salary details

$9

$16

$23

How much do internship ria jobs pay per hour?

As of Aug 2, 2026, the average hourly pay for internship ria in Irvine, CA is $16.69, according to ZipRecruiter salary data. Most workers in this role earn between $13.41 and $18.85 per hour, depending on experience, location, and employer.

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 cities near Irvine, CA are hiring for Internship Ria jobs? Cities near Irvine, CA with the most Internship Ria job openings:
Internship Ria jobs near you

Financial Planning Associate

PERIGON WEALTH MANAGEMENT LLC

Irvine, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 15 days ago

Job description

Description:

POSITION OVERVIEW

A Financial Planning Associate at Perigon Wealth Management provides technical support for the Wealth Advisor(lead advisor) or Service Advisor. The associate is responsible for gathering data, modeling, case design, scenario building, plan development, and presentation development. The Financial Planning Associate may participate in client meetings, but not in an advice capacity. This position offers an excellent opportunity for growth and professional development within a collaborative and client-focused environment.


COMPANY OVERVIEW

Perigon Wealth Management is a rapidly growing independent Registered Investment Advisor (RIA) based in San Francisco, CA. We manage approximately $12 billion in client assets as a fee-based fiduciary. In addition to our headquarters in San Francisco, we have offices nationwide including Hawaii, New York, New Jersey, Connecticut, Massachusetts, Delaware, Georgia and Florida with plans for significant near-term growth and expansion into new markets.


ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following:

  • Assist in the preparation of financial plans, including gathering data, analyzing financial information, and updating client portfolios.
  • Help manage client inquiries and ensure they are directed to the appropriate team members when necessary.
  • Support the creation of financial plans by preparing various financial analysis reports
  • Review and analyze client financial data to ensure accuracy and completeness.
  • Generate investment performance reports and client portfolio updates.
  • Assist in running financial planning software to model different financial scenarios.
  • Conduct research on financial products, market trends, and other relevant financial planning topics.
  • Assist in the preparation of client meeting materials and documents.


COMPENSATION

We value our colleagues and recognize the importance of maintaining a high-quality team to deliver the level of care and type of service experience our clients and advisors are accustomed to. To that end, we look for individuals that share our passion for service. Additionally, we are pleased to offer a competitive compensation package.

  • Annual salary
  • Ability to earn an annual discretionary bonus
  • Company Health, Vision, Life & Dental insurance
  • Remote work location
  • Company matched 401k


Requirements:

SKILLS AND REQUIRED COMPETENCIES

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • Progress toward or completion of the CFP® (Certified Financial Planner) designation is a plus, but not required.
  • 0–3 years of experience in financial services or related field (internships or prior roles in wealth management, insurance, or accounting are advantageous).
  • Familiarity with financial planning software (e.g., eMoney, MoneyGuide).
  • Strong analytical skills with attention to detail.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
  • Ability to prioritize tasks and manage multiple deadlines.
  • A team-oriented attitude with the ability to work independently when needed.
  • Enthusiasm for learning about financial planning and a commitment to professional growth.


Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.


Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.

The company is an equal opportunity employer and complies with ADA regulations as applicable.


The posted base compensation range represents the expected hiring range for this position. Where an individual falls within the range will depend on factors such as experience, qualifications, demonstrated skills, work location, and market conditions

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