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Finance Advisor Internship Jobs (NOW HIRING)

Drivetrain

Strategic Finance Advisor

... advising founders, business and finance leaders on all their planning and forecasting needs that ... You will build a small team of customer success specialists and interns, establishing individual ...

Drivetrain

Strategic Finance Advisor

Charleston, WV · Remote

... advising founders, business and finance leaders on all their planning and forecasting needs that ... You will build a small team of customer success specialists and interns, establishing individual ...

GoldBook Financial

Financial Advisor

La Jolla, CA · On-site

$50K - $150K/yr

... a Financial Advisor? Can you be motivated to pursue and build a career where you directly ... internship program not to this position. * Preferred but not required: a minimum of 3+ years of ...

GoldBook Financial

Financial Advisor

Costa Mesa, CA · On-site

$50K - $150K/yr

... a Financial Advisor? Can you be motivated to pursue and build a career where you directly ... internship program not to this position. * Preferred but not required: a minimum of 3+ years of ...

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How much do finance advisor internship jobs pay per year?

As of Jul 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 would a financial advisor intern do?

A financial advisor intern assists with analyzing client financial data, preparing reports, and supporting financial planning activities. They may also research investment options, learn to use financial software, and shadow experienced advisors to gain industry knowledge. The internship provides practical experience in financial analysis, client communication, and industry regulations.

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 are finance advisor internships?

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, and why are they important?

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.

Is $30 an hour good for an internship?

For a finance advisor internship, earning $30 an hour is considered above average, as many internships pay lower rates or offer stipends. This rate reflects competitive compensation for entry-level finance roles that may require basic financial knowledge and skills. However, pay can vary based on location, company size, and internship duration.

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.

How to be a financial advisor with no experience?

To become a financial advisor with no experience, focus on obtaining relevant certifications such as the Series 7 or Series 65, and develop strong knowledge of financial products and planning. Entry-level roles often require demonstrating interpersonal skills, a willingness to learn, and completing training programs offered by firms or professional organizations.

Is $200,000 enough to work with a financial advisor?

For a Finance Advisor Internship, $200,000 is typically more than sufficient to manage or invest, as internships usually involve lower compensation and focus on gaining experience rather than managing large sums. The amount needed to work with a financial advisor depends on the advisor's fee structure and the client's financial goals, but for most individuals, $200,000 provides a solid starting point for investment or planning purposes.
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What are the most commonly searched types of Finance Advisor jobs? The most popular types of Finance Advisor jobs are:
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Finance Advisor Internship jobs near you
Financial Advisor Internship

Financial Advisor Internship

Synergy Wealth Solutions

Overland Park, KS • On-site

Full-time

Posted 18 days ago

Job description

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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