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Cfa Internship Jobs in Addison, IL (NOW HIRING)

Wealth Advisor

Oakbrook Terrace, IL · On-site

$90K - $135K/yr

Series 65, CFP or CFA required Skills & Knowledge * Wealth management experience with fee-based ... Demonstrated talent development experience, training new staff, mentoring interns, etc. * Excellent ...

Investment Consultant

Chicago, IL · On-site

$70K - $120K/yr

CFA designation or progress towards CFA designation preferred. * 1 - 5 years' experience in investment consulting, retirement planning, or a related investment field (internship counts). Compensation ...

CFA designation or progress towards CFA designation preferred. * 1 - 5 years' experience in investment consulting, retirement planning, or a related investment field (internship counts). Compensation ...

Previous internship experience, preferred * One or more of the following areas are preferred: CPA, CIA, CISA, CFE, CFA, or other certifications related to data. * Ability to travel up to 20% of the ...

Senior Associate

Chicago, IL · On-site

$125K - $150K/yr

Significant time spent coaching, teaching and overseeing the work of analysts and interns * Assist ... CFA) preferred. * One - Two years of previous experience as an Associate, or similar role in ...

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Cfa Internship information

See Addison, IL salary details

$11

$19

$29

How much do cfa internship jobs pay per hour?

As of Jul 30, 2026, the average hourly pay for cfa internship in Addison, IL is $19.35, according to ZipRecruiter salary data. Most workers in this role earn between $16.15 and $20.96 per hour, depending on experience, location, and employer.

What types of projects or responsibilities can I expect during a CFA Internship?

As a CFA Intern, you can expect to work closely with senior analysts or portfolio managers, assisting with financial modeling, data analysis, and investment research. Typical responsibilities may include preparing reports, evaluating market trends, and supporting due diligence for potential investments. You may also participate in team meetings and presentations, gaining exposure to real-world investment decision-making processes. These experiences are designed to give you hands-on insight into the finance industry and help you develop skills relevant to a future full-time role.

What are the key skills and qualifications needed to thrive in the Cfa Internship position, and why are they important?

To thrive as a CFA Internship candidate, you generally need a strong understanding of financial concepts, quantitative analysis, and proficiency in Excel or financial modeling, often supported by progress toward the CFA designation or a related degree in finance or economics. Familiarity with Bloomberg terminals, financial databases, and investment research tools is highly beneficial. Attention to detail, strong communication, and an eagerness to learn are standout soft skills for this position. These skills enable interns to effectively support analytical tasks, contribute to investment research, and excel in a collaborative financial environment.

What is a CFA Internship job?

A CFA Internship is a temporary, typically entry-level position designed for students or recent graduates pursuing the Chartered Financial Analyst (CFA) designation. Interns assist with financial analysis, investment research, and risk assessment while gaining hands-on experience in the finance industry. This role helps develop technical skills, industry knowledge, and networking opportunities that can be valuable for a finance career. Many CFA Internships are offered by investment firms, banks, or asset management companies.

What cities near Addison, IL are hiring for Cfa Internship jobs? Cities near Addison, IL with the most Cfa Internship job openings:
Infographic showing various Cfa Internship job openings in Addison, IL as of July 2026, with employment types broken down into 100% Full Time. Highlights an 59% In-person, and 41% Remote job distribution, with an average salary of $40,249 per year, or $19.4 per hour.

Wealth Advisor

Mariner

Oakbrook Terrace, IL • On-site

$90K - $135K/yr

Full-time

Re-posted 12 days ago


Job description

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
  • Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
  • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
  • Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
  • Effectively work with your team and available resources in support of our clients, executing client requests and updating information
  • Active participant in obtaining new clients in partnership with strategic relationships and community networks
  • Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates

Qualifications
  • Bachelor's degree required
  • 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience
  • Series 65, CFP or CFA required

Skills & Knowledge
  • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
  • Previous experience with high net worth or ultra-high net worth clients
  • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
  • Highly effective interpersonal, relationship management and communication skills
  • Demonstrated talent development experience, training new staff, mentoring interns, etc.
  • Excellent organizational and time management skills in a high energy environment to manage multiple priorities
  • Strong attention to detail

Note: All Wealth Advisors must have a clean U4 with no disclosures.
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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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