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Registered Investment Advisor Internship Jobs (NOW HIRING)

Jobtailor

Investment Advisor

Dallas, TX · On-site

$80 - $100/hr

Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services ...

HighTower Advisors, LLC

$100 - $125/hr

S., we operate as a registered investment advisor (RIA). Position will be in the office 5 days a week - Houston, TX The Role The Private Investment Specialist will report to the Private Investment ...

RubinBrown

Lead Investment Advisor

Denver, CO · On-site

At least 8 years of experience as an Registered Investment Advisor, Financial Planner or Trust Officer * CPA, CFA or CFP designation * Series 65 License (or ability to obtain within six months)

Empower

Wealth Solutions Investment Advisor

Internship or early career experience supporting financial advisors, investment professionals, or wealth management teams is desirable * Strong communication, listening, and relationship-building ...

RubinBrown

Lead Investment Advisor

Denver, CO · On-site

At least 8 years of experience as an Registered Investment Advisor, Financial Planner or Trust Officer * CPA, CFA or CFP designation * Series 65 License (or ability to obtain within six months)

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Registered Investment Advisor Internship information

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$11K

$78.7K

$140K

How much do registered investment advisor internship jobs pay per year?

As of Sep 7, 2026, the average yearly pay for registered investment advisor internship in the United States is $78,695.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,000.00 and $95,500.00 per year, depending on experience, location, and employer.

What is a registered investment advisor internship?

A Registered Investment Advisor (RIA) Internship is a temporary, entry-level position with a firm or professional that provides investment advice and manages client portfolios. Interns typically support advisors by conducting research, preparing reports, assisting with client communications, and learning about compliance and regulatory requirements. This internship offers hands-on experience in financial planning, investment analysis, and the day-to-day operations of an RIA firm, making it valuable for students or recent graduates interested in a career in investment advisory services.

What types of projects or tasks can I expect to work on during a registered investment advisor internship?

As a Registered Investment Advisor Intern, you can expect to assist with client portfolio analysis, research investment opportunities, prepare financial reports, and support the development of client presentations. Interns often work closely with senior advisors and analysts, gaining exposure to real client cases and hands-on experience with portfolio management software. This role offers a collaborative environment, allowing you to learn from experienced professionals while building your understanding of compliance regulations and industry best practices.

What are the key skills and qualifications needed to thrive as a registered investment advisor intern, and why are they important?

To thrive as a Registered Investment Advisor Intern, you need a solid understanding of finance, investment principles, and financial planning, often supported by coursework in finance, economics, or related fields. Familiarity with financial analysis tools, portfolio management software, and proficiency in Microsoft Excel is typically required, and pursuing certifications like the Series 65 can be beneficial. Strong analytical thinking, effective communication, and attention to detail are vital soft skills in this role. These skills enable interns to provide meaningful support to advisors, ensure accuracy in financial recommendations, and build trust with clients.

What is the difference between Registered Investment Advisor Internship vs Financial Advisor Internship?

AspectRegistered Investment Advisor InternshipFinancial Advisor Internship
CredentialsMay require FINRA licenses, SEC registration knowledgeOften no specific licenses required, focus on sales and client service
Work EnvironmentFinancial firms, investment advisory firmsBanking institutions, financial planning firms
Industry UsageUsed in investment advisory firms, compliance-focused rolesCommon in retail banking, wealth management
Search IntentComparison for investment advisory roles, licensingGeneral financial planning internships

In summary, a Registered Investment Advisor Internship typically involves exposure to investment advisory services, compliance, and licensing requirements, whereas a Financial Advisor Internship focuses more on client interaction, sales, and financial planning. Both roles are valuable entry points in the finance industry but serve different career paths.

What cities are hiring for Registered Investment Advisor Internship jobs?

Cities with the most Registered Investment Advisor Internship job openings:

What are the most commonly searched types of Registered Investment Advisor jobs?

The most popular types of Registered Investment Advisor jobs are:

What states have the most Registered Investment Advisor Internship jobs?

States with the most job openings for Registered Investment Advisor Internship jobs include:

Registered Investment Advisor Internship jobs near you
Infographic showing various Registered Investment Advisor Internship job openings in the United States as of August 2026, with employment types broken down into 3% As Needed, 62% Full Time, 20% Part Time, and 15% Contract. Highlights an 98% Physical, and 2% Remote job distribution, with an average salary of $78,695 per year, or $37.8 per hour.

Inbound Investment Advisor

Edelman Financial Engines, LLC

Phoenix, AZ

$50K - $67K/yr

Full-time

Medical, Dental, Retirement

Re-posted 22 days ago

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. 
 
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
 
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
As an Investment Advisor on the Inbound Advisor team, you'll play a pivotal role by delivering financial strategies to help individuals achieve their goals.
 
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team's existing talents. For this Investment Advisor role, we are seeking a candidate with a desire to help clients succeed financially. If you have the heart of a teacher, perseverance, and compassion, this may be an opportunity for you!
 
Responsibilities:
  • Conduct business with the goal of achieving/exceeding performance targets for engagement center metrics: opportunity generation, client enrollment, client retention, and customer survey scores
  • Take inbound calls and review financial goals to uncover needs and opportunities; provide consultative mentorship to empower action and support achievement of the client's personal financial goals
  • Demonstrate knowledge of the company financial planning philosophy and approach, products and services, investment strategies, and other aspects of personal financial planning
  • Ability to engage with clients over the phone & conduct goal-based conversations; accurately & efficiently to resolve client issues
  • Optimally handle time, client inflows and processes while adhering to a set schedule within the engagement center
Requirements:
  • Bachelor's degree required and/or equivalent level of professional work experience. Prefer degree in Finance, Economics, Financial Planning, or related field.
  • Outstanding customer service experience and strong desire to help people
  • Results oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on client's financial goals
  • Proficiency and/or experience working with computer-based tools for account management
  • Possess the Series 65 or Series 66 securities license or be willing to go through our training program to earn the Series 65 securities license within the first 3 months of employment

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $50,700 - $67,600. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines 
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.  
 
For more information, please visit EdelmanFinancialEngines.com. 
 
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.  
 
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. 
 
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. 
 
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com. 
 
1  The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.  
 
2 Edelman Financial Engines data, as of September 30, 2025

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