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 ...
Quick apply
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 ...
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 ...
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 ...
Financial Advisor with Healthcare Background
Leawood, KS · On-site
$65K - $82K/yr
Began as a college intern while attending Northwest Missouri State University and transitioned into a full-time financial advisor in 2018, building his career in Northwestern Mutual's Kansas City ...
Quick apply
Financial Advisor with Healthcare Background
Leawood, KS · On-site
$65K - $82K/yr
Began as a college intern while attending Northwest Missouri State University and transitioned into a full-time financial advisor in 2018, building his career in Northwestern Mutual's Kansas City ...
Life Reporting Intern
Topeka, KS · On-site
$14 - $18.75/hr
Life Reporting Intern Department: Life Marketing Reporting to: Director of Life Marketing Location ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Life Reporting Intern
Topeka, KS · On-site
$14 - $18.75/hr
Life Reporting Intern Department: Life Marketing Reporting to: Director of Life Marketing Location ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Life Reporting Intern
Topeka, KS · On-site
$13 - $17.25/hr
Life Reporting Intern Department: Life Marketing Reporting to: Director of Life Marketing Location ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Life Reporting Intern
Topeka, KS · On-site
$13 - $17.25/hr
Life Reporting Intern Department: Life Marketing Reporting to: Director of Life Marketing Location ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Position: Web Development Intern Department: Creative Services Reporting to: Web Design Art ... for financial advisor marketing websites. You'll work directly with experienced developers ...
New
Position: Web Development Intern Department: Creative Services Reporting to: Web Design Art ... for financial advisor marketing websites. You'll work directly with experienced developers ...
New
Annuity Marketing Data Intern
Topeka, KS · On-site +1
Position: Annuity Marketing Data Intern Department: Annuity Marketing Reporting to: Distribution ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Annuity Marketing Data Intern
Topeka, KS · On-site +1
Position: Annuity Marketing Data Intern Department: Annuity Marketing Reporting to: Distribution ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Sales Advisor Career Changer Opportunity
Leawood, KS · On-site
$62K - $83K/yr
Joey Scott, RICP ® , Financial Advisor & District Director: * Time with NM: Since 2016 * Previous experience: Began as a college intern while attending Northwest Missouri State University and ...
Quick apply
Sales Advisor Career Changer Opportunity
Leawood, KS · On-site
$62K - $83K/yr
Joey Scott, RICP ® , Financial Advisor & District Director: * Time with NM: Since 2016 * Previous experience: Began as a college intern while attending Northwest Missouri State University and ...
Annuity Marketing Data Intern
Topeka, KS · On-site
Position: Annuity Marketing Data Intern Department: Annuity Marketing Reporting to: Distribution ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Annuity Marketing Data Intern
Topeka, KS · On-site
Position: Annuity Marketing Data Intern Department: Annuity Marketing Reporting to: Distribution ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Position: Video & Audio Production Intern Department: Media Solutions Reporting to: Audio ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Position: Video & Audio Production Intern Department: Media Solutions Reporting to: Audio ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
KMO - Northwestern Mutual
Wichita, KS · On-site
Joey Scott, RICP ® , Financial Advisor & District Director : * Time with NM: Since 2016 * Previous experience: Began as a college intern while attending Northwest Missouri State University and ...
Quick apply
KMO - Northwestern Mutual
Wichita, KS · On-site
Joey Scott, RICP ® , Financial Advisor & District Director : * Time with NM: Since 2016 * Previous experience: Began as a college intern while attending Northwest Missouri State University and ...
Pharmacy Intern
Derby, KS · On-site
$20 - $23.75/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 ...
Pharmacy Intern
Derby, KS · On-site
$20 - $23.75/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 ...
Pharmacy Intern
Overland Park, KS · On-site
$20.50 - $24.25/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 ...
Pharmacy Intern
Overland Park, KS · On-site
$20.50 - $24.25/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 ...
Pharmacy Intern
Overland Park, KS · On-site
$20.50 - $24.25/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 ...
Pharmacy Intern
Overland Park, KS · On-site
$20.50 - $24.25/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 ...
Pharmacy Intern
$20.50 - $24.25/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 ...
Pharmacy Intern
$20.50 - $24.25/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 ...
Pharmacy Intern
$20.50 - $24.25/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 ...
Pharmacy Intern
$20.50 - $24.25/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 ...
Pharmacy Intern
$20.50 - $24.25/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 ...
Pharmacy Intern
$20.50 - $24.25/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 ...
Pharmacy Intern
$20.50 - $24.25/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 ...
Pharmacy Intern
$20.50 - $24.25/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 ...
Pharmacy Intern
Junction City, KS · On-site
$20 - $23.75/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 ...
Pharmacy Intern
Junction City, KS · On-site
$20 - $23.75/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 ...
Pharmacy Intern
$20.50 - $24.25/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 ...
Pharmacy Intern
$20.50 - $24.25/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 ...
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 Kansas?
The most popular types of Financial Advising jobs in Kansas are:
What are popular job titles related to Financial Advising Intern jobs in Kansas?
For Financial Advising Intern jobs in Kansas, the most frequently searched job titles are:
What job categories do people searching Financial Advising Intern jobs in Kansas look for?
The top searched job categories for Financial Advising Intern jobs in Kansas are:
What cities in Kansas are hiring for Financial Advising Intern jobs?
Cities in Kansas with the most Financial Advising Intern job openings:
Full-time
Re-posted 26 days ago
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
About Synergy Wealth Solutions
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Chesterfield, MO, US
Year founded
2017