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Finance Advisor Internship Jobs (NOW HIRING)

DTS FINANCIAL ADVISORS, LLC

Be Seen First

Entry-Level Financial Advisor & Tax Preparation

Schaumburg, IL · On-site

$55K - $65K/yr

Prior financial advising or tax experience is not required --we are willing to train the right ... Internship or coursework in finance, accounting, or business. * Customer service, sales, banking ...

First Command

Financial Advisor

Quantico, VA · On-site

Today, more than 500 First Command Financial Advisors - four out five of whom are veterans or ... offer Internship programs - including DOD SkillBridge - structured to facilitate a smooth ...

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Finance Advisor Internship information

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$144K

How much do finance advisor internship jobs pay per year?

As of Sep 7, 2026, the average yearly pay for finance advisor internship in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is a finance advisor internship?

Finance advisor internships are short-term positions designed to give students or recent graduates practical experience working alongside financial advisors. Interns assist with tasks such as researching investment opportunities, preparing client reports, and learning about financial planning strategies. These internships provide valuable insights into the finance industry, allowing interns to build skills in client communication, data analysis, and financial product knowledge. Completing a finance advisor internship can help individuals decide if a career in financial advising is right for them and improve their prospects for future employment in the field.

What are the key skills and qualifications needed to thrive as a finance advisor intern?

To thrive as a Finance Advisor Intern, you need a solid understanding of financial principles, analytical abilities, and coursework in finance, accounting, or economics. Familiarity with financial modeling tools, Microsoft Excel, and CRM systems is often required, and relevant certifications like CFA Level I can be advantageous. Strong interpersonal skills, attention to detail, and a willingness to learn help interns build client relationships and adapt quickly. These competencies are crucial for providing accurate guidance, supporting client needs, and developing a successful career in financial advising.

What kind of mentorship and training can I expect during a finance advisor internship?

As a Finance Advisor Intern, you can typically expect to receive hands-on mentorship from experienced advisors and participate in structured training programs. Interns often shadow senior team members, attend client meetings, and work on real financial planning projects. Training sessions usually cover investment products, compliance regulations, and client communication skills. This supportive environment helps interns gain practical industry knowledge and build the interpersonal skills necessary for a future career in financial advising.

What is the difference between Finance Advisor Internship vs Financial Analyst Internship?

AspectFinance Advisor InternshipFinancial Analyst Internship
Required CredentialsTypically pursuing finance, economics, or related degrees; certifications are a plusSimilar educational background; certifications like CFA are advantageous but not mandatory
Work EnvironmentClient-facing, advisory settings, financial planning firmsOffice-based, data analysis, investment research firms
Employer & Industry UsageFinancial advisory firms, banks, wealth management companiesInvestment banks, asset management firms, corporate finance departments

Both internships involve finance-related work but differ in focus: Finance Advisor Internships emphasize client interaction and financial planning, while Financial Analyst Internships focus on data analysis and investment research. Your choice depends on whether you prefer advisory roles or analytical work within the finance industry.

What would a finance advisor internship do?

A finance advisor internship involves supporting financial advisors by conducting research, preparing financial reports, and assisting with client meetings. Interns gain experience in financial planning, investment strategies, and using tools like Excel or financial software, often working in a professional office environment. The internship provides practical exposure to the finance industry and may require basic knowledge of finance principles and strong analytical skills.

What cities are hiring for Finance Advisor Internship jobs?

Cities with the most Finance Advisor Internship job openings:

What are the most commonly searched types of Finance Advisor jobs?

The most popular types of Finance Advisor jobs are:

What states have the most Finance Advisor Internship jobs?

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

Finance Advisor Internship jobs near you

Financial Advisor Internship

Synergy Wealth Solutions

Overland Park, KS • On-site

Full-time

Re-posted 19 days ago

Job description

About Us:

At Synergy Wealth Solutions, we help individuals, families, and business owners move toward financial freedom through holistic planning, exceptional service, and strong long-term relationships. We also believe in developing future advisors early by giving them real exposure, meaningful mentorship, and the kind of environment where motivated people can grow fast.

The Role:

We are seeking a motivated, outgoing, and coachable Financial Advisor Intern who wants real-world exposure to a career in wealth management and financial planning. This full-time internship is built for someone who is energized by people, curious about business, and interested in a career that blends relationship-building, influence, and meaningful client impact.

You will gain hands-on exposure to how advisors prepare for meetings, support clients, uncover opportunities, and build a successful practice. This is more than observation—it is a front-row seat to how a planning-focused business grows.

This role is best suited for someone who is eager to learn quickly, communicates well, and wants to build confidence in a fast-moving, people-centered environment.

What You'll Do:

Advisor & Planning Exposure

Observe how advisors prepare for and participate in client meetings

Assist with financial planning preparation, data gathering, follow-up tasks, and internal coordination

Learn how holistic financial planning connects retirement, insurance, investments, and long-term goals

Support planning and service teams with project-based work that improves the client experience

Business Development Exposure

Participate in prospecting, event support, and outreach initiatives

Learn how advisors build trust, generate opportunities, and create long-term relationships

Support marketing, networking, or client appreciation efforts as needed

Professional Development

Receive mentorship from experienced advisors and firm leaders

Develop communication, professionalism, and relationship-building skills

Gain insight into the habits and disciplines that drive long-term success in financial services

What Makes You a Great Fit:

Current college student, recent graduate, or early-career professional with interest in financial services

Strong communication and interpersonal skills

Motivated, confident, curious, and eager to learn

Comfortable in a fast-paced, relationship-oriented environment

Organized, dependable, and professional

Why You'll Love It Here:

Hands-on exposure to the financial advisor career path in a full-time development environment

Mentorship from experienced advisors and firm leadership

A high-energy, team-oriented culture with meaningful growth potential

The opportunity to explore a career that combines purpose, relationships, and income opportunity

A potential pathway into a full-time advisor role after the internship

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