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Finance Advisor Internship Jobs (NOW HIRING)

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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 Jun 12, 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 gain exposure to client meetings under supervision.

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.

How much do financial advisor interns make?

Financial advisor interns typically earn between $15 and $25 per hour, depending on the company, location, and level of experience. Internships often provide a combination of hourly pay and potential stipends, with some programs offering additional training or certification opportunities.

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.

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.

Are there internships for financial advisors?

Yes, internships for financial advisors are available and typically focus on developing skills in financial planning, client communication, and investment analysis. These internships often require relevant coursework or certifications and provide practical experience in the finance industry.

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

For a finance advisor internship, a $200,000 investment is generally sufficient to work with a financial advisor, as many advisors recommend starting with at least $50,000 to $100,000 for personalized services. However, the specific amount needed depends on the advisor's fee structure, investment goals, and the complexity of financial planning required.
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:
College Financial Representative, Internship Program

College Financial Representative, Internship Program

Northwestern Mutual

Saint Louis, MO • On-site

$70K - $250K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 15 days ago


Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

147th of 261 rated insurance


Job description

Overview
Becoming a Financial Advisor
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience • Asset & Income Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
  • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
  • Build personalized, holistic financial plans tailored to every client's unique needs
  • Manage your client's financial plans to help them achieve their goals
  • Grow relationships with clients to support them through every stage of life

Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
  • Performance-based earnings and revenue1:
    • Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
    • Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
  • Additional income structure to support training and early development
  • Renewal income earned for continued client support and policy management
  • Bonus programs and expense allowances
  • Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
  • Certified Financial Planner® licensing support2
  • Fully company-funded retirement package and pension plan
  • Competitive and comprehensive medical, vision, and dental plans
  • Life Insurance and Disability Income Insurance
  • Parental benefits at every stage of family planning #LI-Onsite

Qualifications
You could be right for this opportunity if you have:
  • Bachelor's degree
  • Entrepreneurial ambitions to be a business owner
  • History of success in relationship-building or client-facing roles
  • Excellent time-management skills
  • Desire for continuous learning and collaboration
  • Proficient critical thinking skills
  • Strong communicator
  • Strong sense of motivation and drive
  • Legal authorization to work in the US without sponsorship

Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1No level of income is guaranteed. As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Pay Range
USD $70,000.00 - USD $250,000.00 /Yr.

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US