Help Independent Advisors Unlock Their Career Potential

Join our team of A-Players to shape a brighter future for growth-minded Advisors.

If you’re an Advisor seeking a new career opportunity, click here to schedule a meeting.

“RFG is the best firm no one has heard about yet.”
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We Are RFG Advisory

Building the #RIA of the Future

There’s never been a more exciting time to work in wealth management – and RFG Advisory is at the forefront of the industry.

We are building the #RIA of the Future to serve Independent Advisors. Our award-winning support platform empowers Advisors to deepen their 1-1 client relationships, attract new prospects, and grow organically by 5x compared to the industry average. 

What We Offer

“IF SOMEONE OFFERS YOU A SEAT ON A ROCKET SHIP, YOU DON’T ASK ‘AISLE OR WINDOW’ – YOU JUST CLIMB ON BOARD.” – RICK WEDELL, CIO

You should be excited to go to work. You should love who you work with. You should be inspired by the mission. You should feel challenged, appreciated, and energized.

We are committed to building an inspirational workplace that puts our team first so we can wake up every morning to CRUSH IT for our clients.

Competitive Salary & Bonus

We’re committed to rewarding your talent and ambition. With competitive salaries and a bonus program designed to recognize exceptional performance, we invest in our team just as they invest in us.

Comprehensive Benefits Package

Health, dental, vision, life, and disability insurance, as well as ancillary benefits like IDShield, LegalShield, and pet insurance. We also offer parental leave.

Paid Vacation & Holidays

We celebrate taking time off to recharge. Start off with 20 days of PTO each year and 14 holidays, including all stock exchange holidays.

One-Team, One-Dream Mindset

Monthly town hall, roundtable calls and training for tech and compliance, regular huddle calls, functional team check-ins, quarterly performance checks.

Community Involvement

We participate in Crush It for Charity, our annual firm-wide event raising money for The Boys & Girls Club, St. Jude's, and Alzheimer’s Association. Team members also receive 8 hours each year of paid Charitable Workday time.

Swag

It isn’t just about looking good – it’s about feeling part of something great. RFG’s lineup includes everything you need to showcase your team spirit, whether you're in the office or on the go.

Join the RFG Advisory Team

We are building a team of A-players only. Ours is a mission fueled by passion, enthusiasm, and grit. We like to say, “Look left, look right – there’s a force multiplier.” We make mistakes, we practice radical candor, we iterate to excellence, we love big.

If you want to be a part of building something special, we’d love to meet you!

Open Opportunities

Events Intern - Fall 2026

RFG Headquarters · Part-time · Intern

About The Position

RFG Advisory is seeking an intern for Fall 2026, with the potential to extend through the Spring. The Events Intern will provide focused support for RFG Advisory's advisor-facing and corporate events program, including our signature annual retreats and advisor-hosted events. Working directly with the Executive Operations and marketing teams, this intern will gain hands-on experience across the full event lifecycle - from early-stage concept, strategy, planning and budget management through logistics coordination and asset creation. 


Location: This role can be in our Birmingham office or remote.

Schedule: 10-20 hours weekly, will be determined based off of the candidate and manager's schedules

Reports to: Senior Event Coordinator


What You'll Do:

RFG Corporate Events

  • Assist with budget tracking, expense coding, and vendor management
  • Coordinate logistics such as room blocks, travel manifests, food and beverage manifest, and A/V setup
  • Maintain attendee lists, registration tracking, and pre-event communication timelines

Advisor Hosted Events

  • Lead venue research, and proposal comparison to support event site selection
  • Assist with budget development, expense tracking, and reconciliation across advisor-hosted events
  • Support contract review by flagging key terms, deadlines, attrition clauses, and open items for team review
  • Create event assets including save-the-dates, agendas, signage, branded materials, and digital communications
  • Coordinate logistics and communications in the lead-up to each event with vendors and advisors

General Operations

  • Maintain organized event files and shared documentation in Microsoft 365 (SharePoint, Teams, Outlook)
  • Attend planning meetings, capture notes, and track action items
  • Leverage AI tools to streamline asset creation, communication drafts, research, and project documentation
  • Bring a proactive, solutions-oriented mindset to every project

Requirements

Required 

  • Currently pursuing a degree in Event Management, Hospitality Management, or a closely related field (Marketing, Communications, Business Administration, etc.)
  • Proficiency with AI tools (such as ChatGPT, Claude, or similar) and genuine comfort integrating them into everyday workflows 
  • Strong organizational skills with sharp attention to detail 
  • Excellent written and verbal communication skills 
  • Ability to manage multiple workstreams simultaneously and meet deadlines 
  • Collaborative, professional, and positive team presence 


Preferred 

  • Prior event coordination experience through coursework, internships, or volunteer work 
  • Familiarity with Microsoft 365 (Outlook, Teams, SharePoint, Excel) 
  • Experience with Canva or other design tools for producing event materials 
  • Interest in the financial services or wealth management industry 

Company

RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution.

We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day.

If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.

www.RFGadvisory.com/awards


This hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy.

We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other status protected by applicable law.

We will provide reasonable accommodations for qualified individuals with disabilities during the application and hiring process. 

Benefits and Compensation

Pay: $15/hour

What You Will Gain

  • Hands-on experience supporting a high-profile advisor events program from planning through execution 
  • Exposure to contract review, budget management, and venue sourcing in a real-world professional setting 
  • Mentorship from an experienced executive operations and hospitality team 
  • A strong portfolio entry featuring full-lifecycle event work at a growing financial services firm 
  • The opportunity to extend your internship into Spring 2027 based on performance and team fit 

Apply for this position

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