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Financial Advising Intern Jobs (NOW HIRING)

Plantemoran

2027 Financial Advisor Intern

Southfield, MI · On-site

$16.25 - $21.25/hr

... advisor to individuals, and families, providing full comprehensive financial solutions in the areas ... As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ...

Hantz Group

Planning Analyst - Intern

Marquette, MI

$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

Mount Pleasant, MI

$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

Maumee, OH

$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

$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

Midland, MI

$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

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

Tecumseh, MI

$15.25 - $19.75/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

Saginaw, MI

$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 Jun 23, 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.

How much do financial advisor interns make?

Financial advising interns typically earn between $12 and $20 per hour, depending on the company, location, and level of experience. Internships often provide valuable industry exposure and may include additional benefits such as mentorship and training opportunities.

What would a financial advisor intern do?

A financial advisor intern assists with client research, prepares financial plans, and supports advisors in daily tasks. They may analyze financial data, use tools like Excel or financial software, and gain exposure to investment strategies and client meetings. The role provides practical experience in financial planning and advising processes.

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.

Are there internships for financial advisors?

Yes, there are internships available for aspiring financial advisors, often offered by financial firms, banks, and advisory companies. These internships typically provide hands-on experience in financial planning, client service, and investment analysis, and may require relevant coursework or certifications such as the Series 7 or Series 66 exams. They are valuable for gaining industry knowledge and building professional skills before pursuing full-time roles.

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 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.

How to get into financial advising with no experience?

To become a financial advising intern with no experience, focus on gaining relevant knowledge through courses in finance or economics, and develop strong communication and analytical skills. Internships or entry-level positions in finance firms can provide practical experience, and obtaining certifications like the Series 7 or Series 66 can improve your prospects. Networking and demonstrating a genuine interest in financial planning also help break into the field.
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Financial Advising Intern jobs near you
Financial Advisor Internship

Financial Advisor Internship

Synergy Wealth Solutions

Overland Park, KS • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

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

Apply