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Financial Advising Intern Jobs in Wisconsin (NOW HIRING)

Compeer Financial

Intern Marketing

Sun Prairie, WI · Hybrid

$19 - $20/hr

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We ... with your advisor and review the internship's to ensure it meets the minimum eligibility ...

New

Compeer Financial

Intern Marketing

Sun Prairie, WI · On-site

$19 - $20/hr

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We ... with your advisor and review the internship's to ensure it meets the minimum eligibility ...

New

Compeer Financial

Intern Engineering

Sun Prairie, WI · On-site

$16.25 - $21.25/hr

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We ... with your advisor and review the internship's to ensure it meets the minimum eligibility ...

Compeer Financial

Intern Engineering

Sun Prairie, WI · Hybrid

$16.25 - $21.25/hr

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We ... with your advisor and review the internship's to ensure it meets the minimum eligibility ...

Compeer Financial

Intern Engineering

Sun Prairie, WI · On-site

$16.25 - $21.25/hr

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We ... with your advisor and review the internship's to ensure it meets the minimum eligibility ...

Compeer Financial

Intern Engineering

Sun Prairie, WI · Hybrid

$16.25 - $21.25/hr

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We ... with your advisor and review the internship's to ensure it meets the minimum eligibility ...

Compeer Financial

Intern Engineering

Sun Prairie, WI · Hybrid

$16.25 - $21.25/hr

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We ... with your advisor and review the internship's to ensure it meets the minimum eligibility ...

Compeer Financial

Intern Data Analytics

Eau Claire, WI · On-site +1

$20 - $21/hr

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We ... with your advisor and review the internship's to ensure it meets the minimum eligibility ...

New

Compeer Financial

Intern Credit Ag Lending

Baldwin, WI · Hybrid

$19 - $20/hr

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We ... advisor and review the internship's to ensure it meets the minimum eligibility requirements.

Compeer Financial

Intern Marketing

Sun Prairie, WI · On-site

$14.50 - $19.50/hr

This intern will work full-time through the summer of 2027 and part-time through the following ... with your advisor and review the internship's to ensure it meets the minimum eligibility ...

New

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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 Wisconsin?

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

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

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

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

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

Financial Advising Intern jobs near you

Intern Marketing

Compeer Financial

Sun Prairie, WI • Hybrid

$19 - $20/hr

Full-time, Part-time, Internship

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

New

Key responsibilities

  • Support reviewing marketing project requests and help assign them to the appropriate process.

  • Gather data, metrics, and information from marketing email campaigns.

  • Assist with digital and analytical marketing activities related to agricultural and rural lifestyle client portfolios.

Compeer Financial rating

9.1

Company rating: 9.1 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

Job description

Empowered to live. Inspired to work.
Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

How we support you:

  • Hybrid model – up to 50% work from home
  • Flexible schedules including ample flexibility in the summer months
  • Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
  • Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
  • Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
  • Learning and development programs
  • Mentorship programs
  • Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
  • Professional membership/certification reimbursement and more!

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

To learn more about Compeer Financial visit www.compeer.com/careers. 

CPT & Pre-Opt candidates invited to apply.

This is a paid internship; however, the intern must provide their own housing and transportation. Business related transportation and expenses will be paid by the organization. This intern will work full-time through the summer of 2027 and part-time through the following school year. The internship is located out of our Sun Prairie, WI or Lakeville, MN office locations. If pursuing internship credit through your university, it is your responsibility to consult with your advisor and review the internship's job description to ensure it meets the minimum eligibility requirements.

The contributions you will make: 

The Marketing Intern will work with the Compeer segment marketing team, supporting all corresponding products and services. You will be exposed to multiple facets of marketing strategies and plan implementation, specifically related to the agricultural and rural lifestyle client portfolios. 

A typical day: 

  • Support reviewing marketing project requests, and help assign them to the right process
  • Gather data, metrics, and information from marketing email campaigns.
  • Focus on digital and analytical marketing.

The skills and experience we prefer you have: 

  • Working towards completing a Marketing or Ag Business degree. 
  • Strong interest in agriculture industry. 
  • Strong working knowledge of computers and software applications such as Excel and Word. 
  • Solid organizational, interpersonal, time management, written and oral communication skills required. 
  • Accuracy and attention to detail are essential. 

How we will take care of you:

Actual hourly rate offered is dependent upon year in school, work experience, transferable skills, business needs and market demands. The hourly rate range is subject to change and may be modified in the future.

Base Pay
$19—$20 USD

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

Click here to view federal employment laws applicable for applicants.

What Compeer Financial employees say

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