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Financial Advising Intern Jobs in Minnesota (NOW HIRING)

Dexian

Finance & Accounting Intern

Minneapolis, MN · On-site

$18.50 - $24.25/hr

Answer incoming calls from clients and Financial Advisors to resolve inquiries and provide high-level account assistance. * Portfolio Consultation: Review existing portfolio holdings with clients ...

Howden Group

Reinsurance Broker Intern (MN)-1

Edina, MN

$18.25 - $24/hr

Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on ... Perform risk analysis and financial modeling * Market research and analysis Qualifications:

CVS Health

Pharmacy Intern

Woodbury, MN · On-site

$20.50 - $42/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

Minneapolis, MN · 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 ...

CVS Health

Pharmacy Intern

Farmington, MN

$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 ...

CVS Health

Pharmacy Intern

Apple Valley, MN · 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 ...

Hy-Vee, Inc.

Retail Pharmacy Intern

Maplewood, MN · On-site

$19 - $23.75/hr

... or advise people; evaluate technical data. * Have the ability to do arithmetic calculations ... Financial Responsibility Is fully responsible for company assets including prescription inventory ...

HyVee

Retail Pharmacy Intern

Maplewood, MN · On-site

$19 - $23.75/hr

... or advise people; evaluate technical data. * Have the ability to do arithmetic calculations ... Financial Responsibility Is fully responsible for company assets including prescription inventory ...

Freddie Mac

$15.25 - $20.50/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 ...

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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 Minnesota?

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

What are popular job titles related to Financial Advising Intern jobs in Minnesota?

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

What job categories do people searching Financial Advising Intern jobs in Minnesota look for?

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

What cities in Minnesota are hiring for Financial Advising Intern jobs?

Cities in Minnesota with the most Financial Advising Intern job openings:

Financial Advising Intern jobs near you

Finance & Accounting Intern

Dexian

Minneapolis, MN • On-site

$18.50 - $24.25/hr

Internship

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

Job description

Financial Services Trainee - Series 7 & 63 Licensing Program
Position Overview
Kickstart your career in wealth management and trading! We are seeking motivated, client-focused candidates to join our comprehensive 12-week paid licensing and training program.
During this program, you will be fully compensated while studying for and passing your SIE, Series 7, and Series 63 financial licenses-with all training materials and exam fees 100% covered. Upon successful completion of your exams, you will transition into a permanent Trader / Licensed Client Representative role.
What You'll Do (Post-Licensing Role)
As a Trader, you will serve as a vital liaison between clients and Financial Advisors, delivering exceptional service and guidance:
  • Client Support & Guidance: Answer incoming calls from clients and Financial Advisors to resolve inquiries and provide high-level account assistance.
  • Portfolio Consultation: Review existing portfolio holdings with clients, educate them on investment platforms, and recommend alignment strategies to match their financial goals.
  • Digital Onboarding: Guide clients through modern digital platforms, helping them transition smoothly to managing their portfolios online with professional advisor support.
What We Look For
  • Drive to Succeed: A strong work ethic and the determination to pass rigorous licensing exams on a structured timeline.
  • Communication Skills: Ability to break down complex financial concepts into clear, digestible ideas for clients.
  • Service Mindset: A genuine passion for helping people achieve their financial goals, paired with excellent interpersonal skills.
Program Requirements
  • Licensing Requirement: Passing the SIE, Series 7, and Series 63 examinations within the 12-week training window is required for permanent hire.

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.
Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/ .
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

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