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Financial Advising Intern Jobs in Wisconsin (NOW HIRING)

First Business Bank

Investment Intern

Madison, WI · On-site

$15 - $20.25/hr

... advisors. * Contribute to research efforts by compiling and analyzing market data relating to ... Pursuing a degree in Finance, Accounting, or Business-related field * Strong technology proficiency ...

First Business Bank

Investment Intern

Madison, WI

$15.75 - $20/hr

... advisors. * Contribute to research efforts by compiling and analyzing market data relating to ... Pursuing a degree in Finance, Accounting, or Business-related field * Strong technology proficiency ...

First Business Bank

Investment Intern

Madison, WI · On-site

$15.75 - $20/hr

... advisors. * Contribute to research efforts by compiling and analyzing market data relating to ... Pursuing a degree in Finance, Accounting, or Business-related field * Strong technology proficiency ...

First Business Bank

Investment Intern

Madison, WI · On-site

$15.75 - $20/hr

... advisors. * Contribute to research efforts by compiling and analyzing market data relating to ... Pursuing a degree in Finance, Accounting, or Business-related field * Strong technology proficiency ...

HyVee

Retail Pharmacy Intern

Madison, WI

$17 - $21/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 ...

Hy-Vee, Inc.

Retail Pharmacy Intern

Madison, WI · On-site

$17 - $21/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

$14.50 - $19.75/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 - $19.75/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

$14.75 - $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 ...

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All JobsFinancial Advising Intern JobsFinancial Advising Intern Jobs in Wisconsin

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:

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

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

Wealth Intern (Fall 2026)

DBHW Wealth Partners

South Milwaukee, WI • On-site

$18 - $22/hr

Full-time, Internship

Re-posted 2 days ago

Job description

About DBHW Wealth Partners
DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide supporting, trusting and ongoing relationships with our clients. We aim to offer knowledgeable advice through our experience. Acting as a guide for our clients, we strive to bring them through all the ups and downs of life. This mission is driven by the idea that our relationship with them is full circle, and we help them take advantage of their greatest opportunities and pursue their financial goals with confidence.
Meet our team: https://www.dbhwwealthpartners.com/our-team
Hours: 16 - 40 hours per week
What You'll Do: As a Wealth Management Summer Intern, you will:
  • Work alongside experienced financial advisors and support teams to understand client needs and develop tailored financial solutions.
  • Assist in preparing financial plans, investment strategies, and client presentations.
  • Perform market research and analysis to identify trends and opportunities.
  • Gain exposure to the day-to-day operations of wealth management.
  • Collaborate on special projects aimed at improving client experience and operational efficiency.
  • Work on transitioning the department into new technology and help with data hygiene.

Who You Are: We are seeking motivated and detail-oriented students who are:
  • Pursuing a bachelor's degree in Finance, Economics, Business, or a related field.
  • Previous wealth management internship experience.
  • Junior (rising senior) or Senior year students with strong academic standing.
  • Proficient in Microsoft Office Suite, particularly Excel, and eager to learn financial modeling tools.
  • Strong communicators with excellent analytical and problem-solving skills.
  • Enthusiastic about delivering excellent service and learning in a professional environment.

What We Offer:
  • Competitive pay within the national average.
  • A supportive and inclusive company culture.
  • Networking opportunities with industry professionals.
  • Hands-on experience and mentorship to prepare you for a career in wealth management.
  • Potential for future full-time opportunities based on performance and business needs.

DBHW Wealth Partners is an Equal Opportunity Employer
The pay range for this role is:
18 - 22 USD per hour (South Milwaukee)

Apply