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Finance Advisor Internship Jobs (NOW HIRING)

Year Up United

$525/wk

Your internship will be at BNY Mellon in Pittsburgh. Are you eligible? You can apply to Year Up ... Product and service knowledge, a customer-centric mindset, comprehensive finance training and ...

New

Year Up United

$525/wk

Your internship will be at BNY Mellon in Pittsburgh. Are you eligible? You can apply to Year Up ... Product and service knowledge, a customer-centric mindset, comprehensive finance training and ...

Year Up United

$525/wk

Your internship will be at BNY Mellon in Pittsburgh. Are you eligible? You can apply to Year Up ... Product and service knowledge, a customer-centric mindset, comprehensive finance training and ...

Year Up United

$525/wk

Your internship will be at BNY Mellon in Pittsburgh. Are you eligible? You can apply to Year Up ... Product and service knowledge, a customer-centric mindset, comprehensive finance training and ...

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How much do finance advisor internship jobs pay per year?

As of Aug 14, 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 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 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 does a finance advisor internship do?

A finance advisor internship provides hands-on experience in financial planning, investment analysis, and client consultation. Interns assist with research, data analysis, and preparing financial reports while developing skills in financial software and industry regulations.

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 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

Client Advisor with Athletic Background

Blake District - Northwestern Mutual

Austin, TX • On-site

$70K - $95K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 12 days ago

Job description

Benefits:
  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Join the Winning Team at Blake District - Northwestern Mutual!

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Blake District - Northwestern Mutual!
Why Current and Former Athletes Could Thrive Here:

We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us:
  1. Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
  2. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
  3. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
  4. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
  5. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.
Our thriving office is located at:  3700 N Capital of TX Hwy, Ste 500, Austin, TX

Meet some of our local team: 

Brian Vrana, Managing Partner:
  • How long with NM? Brian has been with Northwestern Mutual for 23 years.
  • Prior to? Farmer. Started at NM in college through the internship program.
  • Passionate About? Family, coaching sons’ baseball teams, watching his daughter compete in dance, and enjoying time outdoors with his family. He is deeply committed to community involvement and mentoring new team members.
Jon Blake, Managing Director:
  • Time with NM: Jon has been with Northwestern Mutual for 12 years.
  • Prior Experience: Prior to his career in financial services, Jon was a restaurant owner, where he developed strong leadership and business management skills.
  • Passionate About: In his free time, Jon enjoys spending time on the water boating and cherishing moments with his family.
Blake Watkins, Financial Advisor:
  • Time with NM: Blake has been with Northwestern Mutual for 8 years.
  • Prior Experience: He began his career with the firm as a college intern, gaining valuable experience that shaped his professional growth.
  • Passionate About: Blake is passionate about basketball, a sport he not only enjoys but also played competitively at the college level.
Allison Woods, Chief Recruitment Officer:
  • Time with NM: Allison has been with Northwestern Mutual for 14 years.
  • Prior Experience: She started her career with the company as a college intern, building her expertise and leadership skills from the ground up.
  • Passionate About: Outside of work, Allison enjoys spending time with her husband and two children, proudly embracing life as a boy mom. She loves going to the lake on their boat, visiting amusement parks, and making memories with family and friends.
Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.
Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. In addition to robust health and wellness benefits, you’ll receive a company-funded pension and contributions to PFGF—our unique profit-sharing retirement plan—designed to support your long-term financial security. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Brian Vrana is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.