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Financial Advising Intern Jobs in Arizona (NOW HIRING)

STORE Capital LLC

Fall Intern- STORE Capital

Scottsdale, AZ · On-site

$15.25 - $20.50/hr

Job Type Internship Description STORE Capital Advisors, LLC is seeking motivated Interns to join ... Junior or Senior studying Finance, Business, or Real Estate or related area * Pursing a bachelor ...

CVS Health

Pharmacy Intern

Tucson, AZ

$21.25 - $25/hr

Millions of times a day, we help people on their path to better health -from advising on ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Pharmacy Intern

Phoenix, AZ

$21.25 - $25/hr

Millions of times a day, we help people on their path to better health -from advising on ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Pharmacy Intern

Tucson, AZ

$21.25 - $25/hr

Millions of times a day, we help people on their path to better health -from advising on ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

Alan B. Miller Medical Center

Clinical Intern

Scottsdale, AZ · On-site

$15.25 - $20.25/hr

Each student is paired with a leader who will teach and advise them throughout the student's time ... During the recruitment process, no recruiter or employee will request financial or personal ...

Freddie Mac

$15 - $20.25/hr

... Finance, Risk Management, Technology (including Cyber and Software Development) and more ... Join us to hear directly from our University Talent Advisors about: -Who we are and how we serve ...

Freddie Mac

$14.75 - $20/hr

... Finance, Risk Management, Technology (including Cyber and Software Development) and more ... Join us to hear directly from our University Talent Advisors about: -Who we are and how we serve ...

Freddie Mac

$14.25 - $19.25/hr

... Finance, Risk Management, Technology (including Cyber and Software Development) and more ... Join us to hear directly from our University Talent Advisors about: -Who we are and how we serve ...

City of Scottsdale

Water Quality Intern

Scottsdale, AZ

$20.69 - $27.96/hr

Our team is made up of professionals from all disciplines - engineering, finance, operations ... When advised, reasonable accommodations will be made in order for an "otherwise qualified applicant ...

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Financial Advising Intern information

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.

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.

What are the most commonly searched types of Financial Advising jobs in Arizona?

The most popular types of Financial Advising jobs in Arizona are:

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For Financial Advising Intern jobs in Arizona, the most frequently searched job titles are:

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The top searched job categories for Financial Advising Intern jobs in Arizona are:

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Financial Advising Intern jobs near you

Internship Summer 2027 Wealth Advisor Group

LPL Financial Holdings, Inc.

Tempe, AZ • On-site

$17.25 - $22.75/hr

Full-time

Posted 9 days ago

LPL Financial rating

7.4

Company rating: 7.4 out of 10

Based on 72 frontline employees who took The Breakroom Quiz

117th of 150 rated financial services

Job description

Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
Join our Wealth Advisors Group Team as a Summer Intern, providing essential support to our LPL corporate employee advisors and support professionals. This program is designed to provide comprehensive learning experience in a team-based call center environment that delivers investment advice and guidance over the phone. You'll be challenged with passing the Securities Industry Essentials (SIE) exam while working on key initiatives to help the Wealth Advisors Group deliver a world-class client experience.
The ideal candidate should be local to the Tempe office during the time of the internship and will work on a hybrid schedule. (3 days in the office)
Responsibilities:
  • Shadow financial advisors & the operations team to gain a better understanding of the industry and learn best practices

  • Attend advice delivery training focused on preparation for initial entry as a financial advisor

  • Prepare for and work towards passing the Securities Industry Essentials (SIE) exam

  • Assist with client communication, including scheduling meetings and preparing presentations

  • Report on industry trends, market conditions, and financial regulations to support the team

  • Participate in team meetings and contribute ideas for improving client service processes

  • Support the completion of key IFS projects and initiatives

  • Support the IFS team by participating in client outreach campaigns

  • Provide general administrative support to the Financial Advisors and support professionals

What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
  • Currently enrolled in an Undergraduate degree program with an expected graduation date of December 2027 or May 2028

  • 3.0 GPA Minimum

  • Offer is contingent upon successful background screening and agreement to be local to the Tempe office- Selected candidates will operate out of the office working on a hybrid schedule (2-3 days in office)

Core Competencies:
  • Organization and strong communication skills (verbal and written)

  • Proficiency with Microsoft Office products (Excel, Word, PowerPoint, and Outlook) and Salesforce (CRM)

  • Goal-oriented mindset with an eagerness to learn.

Preferences:
  • SIE is preferred or strongly encouraged to have completed before start date

  • Telephone service/ client relationship management skills

  • Prior financial tele-sales, trading or call center service experience

  • Previous experience as financial advisor or delivering advice and guidance to retail clients

  • Basic understanding of financial planning concepts, investment markets, and account types

  • Entrepreneurial mind set, self-starter and quickly adapt to a fast-paced environment

  • Proficient in Microsoft Office and web-based applications

  • Ability to assist customers in call center environment while accessing data via multiple PC lookup applications. Must have excellent PC and data input skills

Summer Internship Schedule:
  • Full - time position for 10 weeks in the summer of 2027; Monday through Friday, working 40 hours a week during business operating hours.

  • Internship dates: 6/1/2027 - 8/6/2027

PLEASE NOTE: This role follows a priority application approach. Candidates who apply by this date will receive priority consideration, and we anticipate that most hiring decisions will be made following the priority application date. Candidates are encouraged to apply early, as applications will be reviewed on a rolling basis.
Priority Application Date: September 21 at 11:59 PM PST
Disclaimer for international students:
  • At this time, for our early career program positions, we're unable to consider candidates who require sponsorship now or in the future. For other positions, within LPL it will depend on the specific position.

  • You will be responsible for obtaining and providing to LPL the required I-9 documentation as part of our onboarding process.

  • Positions offered are for full-time work at 40 hours per week.

  • Please consult your Designated School Official to confirm your eligibility with your school ability prior to applying.

Hourly Rate:
20.00-25.00
The hourly amount is dependent on a number of factors, including the applicant's skill, experience, and work location.
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
  • Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
  • Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
  • Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
  • Impactful Work: Our size is just right for you to make a real impact. Learn more here!
  • Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
  • Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
  • Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
EAC1.22.25

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