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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.
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Financial Advising Intern jobs near you

Tax Intern - Spring 2027 (Indianapolis, IN)

Carr, Riggs & Ingram, LLC

Indianapolis, IN • On-site

Internship

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago

Carr, Riggs & Ingram rating

7.6

Company rating: 7.6 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

17th of 22 rated bookkeepers and accountants

Job description

TAX INTERN - SPRING 2027

CapinCrouse, now part of CRI, serves more than 1,600 mission-focused nonprofit organizations nationwide by providing support in the key areas of financial integrity and security. Our exclusive focus on nonprofits offers you significant potential for professional growth.

We are dedicated to uniting your professional passions with your individual personal pursuits, creating an empowered workplace for everyone—from interns and admins to staff accountants and future partners. At CRI, #EverybodyCounts.

Essential Functions:
  • Provide assistance in preparing work papers, trial balances, depreciation schedules, entering data for computer applications and preparing engagement correspondence.
  • Assist professional staff in gathering data for tax return preparation, maintaining the tax library, and maintaining client tax and auditing files.
Qualifications:
  • Must be enrolled as a student in an accredited college or university with a major in accounting
  • Demonstrated written and oral communication skills
  • Demonstrated ability to work independently and as a team.
  • Familiarity with Microsoft Office software (Word, Access, Excel, PowerPoint)
  • Ability and willingness to work cooperatively with others.
  • High degree of discretion dealing with confidential information.
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. CapinCrouse Advisors will not sponsor applicants for U.S. work visa status for this position or future positions (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

CRI is a nationally recognized accounting and advisory firm known for its audit, tax, and business consulting expertise. The profession and our communities widely acknowledge our commitment to delivering tailored solutions to help ensure client success.

We stand out through our collaborative, client-focused approach, offering personalized services backed by deep industry knowledge. Clients trust CRI as a dedicated partner who understands their unique needs and ensures support at every step. To learn more about the industries we serve, our service offerings, and our family of companies please visit us at www.criadv.com.

CRI offers a generous benefits package that includes 21 PTO days, 9 paid holidays, and company-paid long-term disability and life insurance. Employees also have access to Blue Cross Blue Shield medical insurance, as well as dental, vision, and short-term disability coverage. Additional benefits include parental leave, flexible spending accounts, and a 401(k) retirement plan.

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