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Financial Advising Intern Jobs in Appleton, WI (NOW HIRING)

... as well as advising on the adequacy, effectiveness and efficiency of systems, controls and ... Work in a team environment on various audit, accounting or finance projects and tasks. * Perform ...

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Financial Advising Intern information

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How much do financial advising intern jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for financial advising intern in Appleton, WI is $19.37, according to ZipRecruiter salary data. Most workers in this role earn between $16.63 and $21.83 per hour, depending on experience, location, and employer.

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 popular job titles related to Financial Advising Intern jobs in Appleton, WI?

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

What job categories do people searching Financial Advising Intern jobs in Appleton, WI look for?

The top searched job categories for Financial Advising Intern jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Financial Advising Intern jobs?

Cities near Appleton, WI with the most Financial Advising Intern job openings:

Internal Audit Intern

US Venture, Inc.

Appleton, WI • On-site

Full-time

Re-posted 6 days ago


U.S. Venture rating

8.2

Company rating: 8.2 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

92nd of 428 rated retail wholesalers


Job description

POSITION SUMMARY
We are looking for an Internal Audit Intern for our Summer 2027 internship program! The U.S. Venture Internal Audit Intern will be responsible for performing independent and objective evaluations of internal control processes, as well as advising on the adequacy, effectiveness and efficiency of systems, controls and operations.
U.S. Venture's Internship Program runs May - August 2027. Dates may vary based on individual class schedules. This position is located at our Corporate Office in Appleton, WI.
JOB RESPONSIBILITIES
  • Assist in the testing of internal controls and document findings and observations in the departmental electronic work paper repository.

  • Assist in updating and/or the preparation of process narratives and/or process flows for key business processes and identify risks and controls within these processes.

  • Work in a team environment on various audit, accounting or finance projects and tasks.

  • Perform testing of Compliance Committee areas of focus to determine adequacy and timeliness of action steps.

  • Assist with annual fiscal year-end Deloitte audit procedures.

QUALIFICATIONS
  • Pursuing a degree in Accounting or Finance
  • Familiarity with Microsoft Office applications such as Access, Excel, Outlook and Word.
  • Experience with Internal Audits and/or Internal Controls a plus.
  • Strong relationship building skills and comfort working with others.

DIVISION:
Corporate
U.S. Venture will not offer sponsorship for employment status (including, but not limited to, H-1B, TN, E-3, F1, CPT, OPT, STEM OPT, visa status and other employment-based nonimmigrant visas) for this position. Accordingly, all applicants must be currently authorized to work in the United States on a full-time basis and must not require U.S. Venture's sponsorship to continue to work legally in the United States. In general, U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residency except when there is a specific business need.
U.S. Venture will not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed recruitment Master Service Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, U.S. Venture shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of U.S. Venture.
U.S. Venture, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender, gender identity or expression, marital status, age, national origin, disability, veteran status, genetic information, or other protected characteristic. If you need assistance or an accommodation due to a disability, you may call Human Resources at (920) 739-6101.
99-00-812-0000

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