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Financial Advising Intern Jobs (NOW HIRING)

Whitehouse Retirement Solutions

Be Seen First

Part-Time Financial Services Intern

Hyrum, UT · On-site

$15/hr

... Intern this summer to support our team and ensure efficient operations of our office. This is an ... Work with financial advisor throughout marketing process to ensure compliance and approval for all ...

Advisors Excel

Annuity Operations Summer Intern

Topeka, KS

$12.50 - $16.50/hr

Annuity Operations Summer Intern Department: Annuity Operations Reporting to: Annuity Operations ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Advisors Excel

Annuity Operations Summer Intern

Topeka, KS · On-site

$14.25 - $18.75/hr

Annuity Operations Summer Intern Department: Annuity Operations Reporting to: Annuity Operations ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Hantz Group

Planning Analyst Intern

Sault Sainte Marie, MI · On-site

$14.75 - $19/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... Working closely with our Financial Advisors will broaden your knowledge about the financial ...

Hantz Group

Planning Analyst - Intern

Midland, MI · On-site

$13.25 - $17.25/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... Working closely with our Financial Advisors will broaden your knowledge about the financial ...

Hantz Group

Planning Analyst - Intern

Maumee, OH · On-site

$14.50 - $18.75/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... Working closely with our Financial Advisors will broaden your knowledge about the financial ...

Hantz Group

Planning Analyst - Intern

Mount Pleasant, MI · On-site

$14.25 - $18.50/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... Working closely with our Financial Advisors will broaden your knowledge about the financial ...

Hantz Group

Planning Analyst - Intern

Traverse City, MI

$15.75 - $20.25/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... Working closely with our Financial Advisors will broaden your knowledge about the financial ...

Hantz Group

Planning Analyst - Intern

Midland, MI · On-site

$13 - $15/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... Working closely with our Financial Advisors will broaden your knowledge about the financial ...

Hantz Group

Planning Analyst - Intern

Marquette, MI · On-site

$15 - $19.50/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... Working closely with our Financial Advisors will broaden your knowledge about the financial ...

Hantz Group

Planning Analyst - Intern

Marquette, MI · On-site

$15 - $19.50/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... Working closely with our Financial Advisors will broaden your knowledge about the financial ...

Hantz Group

Planning Analyst - Intern

Traverse City, MI · On-site

$15.50 - $20/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... Working closely with our Financial Advisors will broaden your knowledge about the financial ...

Hantz Group

Planning Analyst - Intern

Saginaw, MI · On-site

$14.50 - $18.75/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... Working closely with our Financial Advisors will broaden your knowledge about the financial ...

Hantz Group

Planning Analyst - Intern

Bay City, MI · On-site

$14.50 - $18.50/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... Working closely with our Financial Advisors will broaden your knowledge about the financial ...

Hantz Group

Planning Analyst - Intern

Maumee, OH · On-site

$14.50 - $18.75/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... Working closely with our Financial Advisors will broaden your knowledge about the financial ...

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How much do financial advising intern jobs pay per hour?

As of May 31, 2026, the average hourly pay for financial advising intern in the United States is $19.86, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $22.36 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Advising Intern, and why are they important?

To thrive as a Financial Advising Intern, you need a strong understanding of finance principles, analytical skills, and often progress toward a degree in finance, economics, or a related field. Familiarity with financial planning software, Microsoft Excel, and CRM systems is typically required, and pursuing certifications like the Series 7 or CFP may be beneficial. Excellent communication, attention to detail, and a client-focused mindset help interns build trust and effectively support senior advisors. These skills and qualities are vital for accurately assessing client needs, supporting financial planning, and gaining foundational experience in the financial services industry.

What types of projects or tasks can a Financial Advising Intern expect to work on during their internship?

As a Financial Advising Intern, you can expect to assist with preparing client financial reports, conducting market research, and supporting advisors with portfolio analysis. You may also help with administrative tasks, attend client meetings as an observer, and participate in internal training sessions. These responsibilities provide hands-on exposure to the financial planning process and allow you to develop practical skills while working closely with experienced advisors in a collaborative team setting.

What does a Financial Advising Intern do?

A Financial Advising Intern assists financial advisors by conducting research, preparing client reports, and analyzing financial data. They may help with administrative tasks, participate in client meetings, and learn about investment strategies and financial planning. This role provides hands-on experience in the finance industry, helping interns develop essential skills and understand the day-to-day operations of a financial advisory firm.
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Financial Advising Intern jobs near you
Financial Advising Marketing Intern

Financial Advising Marketing Intern

Liberty Federal Credit Union

Evansville, IN • On-site

$14.25 - $19/hr

Part-time, Internship

Posted 11 days ago

Liberty Federal Credit Union rating

7.2

Company rating: 7.2 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

Job description

Liberty FCU, a full-service credit union, is seeking a highly motivated and driven college candidate to be a Part-Time Financial Advising Marketing Intern to join our dynamic financial advising firm. This position offers a unique opportunity to gain hands-on experience in financial services, digital marketing, and client communications. The ideal candidate will possess a solid foundation in financial concepts, technical writing skills, and an understanding of digital marketing strategies. Knowledge of graphic design is also desirable. This internship will work approximately 17 hours per week. If you are eager to gain experience in both the financial and digital marketing sectors and have a passion for learning and growth, then please proceed by clicking apply.
Duties and responsibilities include but are not limited to the following:

  • Assist in drafting and editing documents, client communications, and marketing materials
  • Contribute to the creation and optimization of digital marketing content across various platforms (website, social media, email campaigns)
  • Support the development of marketing strategies to increase brand visibility and client engagement
  • Collaborate with the marketing team to design and implement campaigns focused on attracting potential clients
  • Help maintain and update the company website, ensuring content is accurate and up-to-date
  • Assist in gathering and analyzing data related to client feedback and campaign performance
Qualifications:
  • Current college student pursuing a degree in Finance, Marketing, Communications, or a related field
  • Completion of relevant coursework in finance, economics, or marketing is desirable
  • Strong technical writing skills with the ability to communicate complex financial concepts clearly and concisely
  • A solid understanding of digital marketing tactics, including SEO, social media marketing, and email campaigns
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
  • Basic knowledge of graphic design tools (Adobe Creative Suite, Canva, etc.) is a plus
  • Strong attention to detail, organization, and ability to work both independently and as part of a team
  • Excellent verbal and written communication skills
Additional Information:
  • This is a paid internship with flexible hours designed to fit within a student's schedule.
  • The position offers valuable exposure to the financial advising industry and the opportunity to develop a wide range of professional skills.

Apply