Welcome NextGen and Career Changers
Get the inside track on your next career position. Bypass the black hole of job boards and gain exclusive access to firms actively building their teams. Your next career move is just one direct message away.
Connect directly with hiring managers and fast-track your success in the Wealth Management industry. Whether you are seeking an internship or a full-time career, in office or remote, we ensure your profile lands on the desks of decision makers.
- Create your free profile
- Discover which firms are hiring
- Communicate instantly on our internal messaging system
Find your next position in the wealth management industry!
Who is NextGen?
The Next Generation of Wealth Management
Wealth management is evolving, and firms are looking for your unique skills to scale, innovate, and serve the $90 trillion generational wealth transfer. Whether you're starting fresh or bringing years of expertise, our platform connects you directly with firms that value your background.
NextGen: Emerging Talent
The Profile: You are an undergraduate or graduate student seeking a career-launching internship or your first full-time role.
The Value: As a digital-first professional, you bring the tech-savviness and fresh perspective needed to engage the next generation of clients.
Early Career Professionals
The Profile: You have less than 5 years of work experience and are ready to anchor yourself in a long-term career path.
The Value: You've mastered the professional basics; now, you're ready to specialize in high-impact areas like financial planning, marketing, or firm operations.
Career Changers: Diverse Perspectives
The Profile: You are an experienced professional (5+ years) from a different industry looking to pivot into wealth management.
The Value: You bring "pure gold" transferable skills—emotional intelligence, relationship building, and complex problem-solving—that cannot be automated.
Adjacent Career Changers
The Profile: You already work within financial services—perhaps in wholesaling, banking, accounting, or insurance—and want to transition into a wealth management-specific role.
The Value: You already speak the language of finance; we help you leverage that expertise to find a position that offers more autonomy and client impact.
Why join now?
The industry is facing a massive talent shortage, with McKinsey projecting a need for up to 80,000 new professionals over the next decade. Firms are no longer just looking for books to buy – they are looking for people who can serve clients, build trust and solve problems.
How it works
Discover how RIA Match works in just three simple steps — and find your perfect match today.
Build your profile.
Use our guided profile cards to tell your story and describe your goals.
Find your connection.
Sort and filter your Career search list to refine your choices.
Network with messages.
Use our platform to engage and start discussions.
Contact us
Have questions or want to learn more about RIA Match?
Send us message. Our team is here to help. Let's move your future forward together.