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Finance Advisor Internship information

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$36K

$102.1K

$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

Entry Level Financial Advisor Opportunity

Year Up United

Mckeesport, PA • On-site

$525/wk

Full-time

Posted 26 days ago

Job description

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend.

If you're someone who's passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you.

The Customer Experience pathway combines technical and professional training in Banking, Customer Success, or Insurance Operations & Claims, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. Your internship will be at BNY Mellon in Pittsburgh.

Are you eligible?
You can apply to Year Up United if you are:

  • A high school graduate or GED recipient
  • Eligible to work in the U.S.
  • Available Monday-Friday throughout the duration of the program
  • Highly motivated to learn technical and professional skills
  • Have not obtained a Bachelor's degree
  • You may be required to answer additional screening questions when applying

What will you gain?
Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week.

Career growth paths include:

  • Financial advisory
  • Sales specialist
  • Product Support
  • Sales operations and analytics
  • Patient Services

Get the skills and opportunity you need to launch your professional career.
72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year.

PandoLogic. Category: Finance, Keywords: Financial Advisor

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About Year Up

Sourced by ZipRecruiter

Voted one of the Best Nonprofits to Work For in the country by The NonProfit Times, Year Up is a rewarding and impactful place to work. Our staff is passionate, supportive, mission-driven, and committed to positive change and continuous learning. We set high standards for both ourselves and our students and live by a set of core values that reflect an unshakable belief in the talent and potential of our young people. The work we do is life-changing, and we know that our team is the greatest asset in achieving our mission.

Industry

Non-profits

Company size

501 - 1,000 Employees

Headquarters location

Boston, MA, US

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