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Financial Advising Intern Jobs in Rochester, MI (NOW HIRING)

Hantz Group

Tax Intern

Romeo, MI · On-site

Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Working closely with CPAs, Accountants, and Financial Advisors will broaden your knowledge about ...

Hantz Group

Tax Intern

Romeo, MI · On-site

$15/hr

Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Working closely with CPAs, Accountants, and Financial Advisors will broaden your knowledge about ...

Hantz Group

Tax Intern

Clinton Township, MI · On-site

$15/hr

Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Working closely with CPAs, Accountants, and Financial Advisors will broaden your knowledge about ...

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All JobsFinancial Advising Intern JobsFinancial Advising Intern Jobs in Rochester, MI

Financial Advising Intern information

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How much do financial advising intern jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for financial advising intern in Rochester, MI is $18.28, according to ZipRecruiter salary data. Most workers in this role earn between $15.72 and $20.58 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.

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Financial Advisor Career Changer Opportunity

Wiegert District - Northwestern Mutual

Troy, MI • On-site

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 21 days ago

Job description

Benefits:
  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Ready to turn your experience into something more meaningful? In the Wiegert District of Northwestern Mutual, our mission is grounded in three core values: Act with HONOR – be ethical, accountable, and respectful; Maximize OPPORTUNITY – own your results, because each day counts; and Create IMPACT – by positively influencing the lives of families, friends, and our community.
Located in the heart of Metro Detroit, our office is uniquely positioned to help support career-transitioning professionals coming from one of the nation’s most essential and historically significant industries: automotive. From engineers and executives to skilled tradespeople, we are ready and excited to support your successful career evolution into the field of financial advising. You’ll play a key role in helping those who power Michigan’s economy plan for lasting financial security.
We offer a culture that values growth, connection, and purpose—with team-building events, community involvement, and strong support systems. Through partnerships with organizations like Camp Casey and Alex’s Lemonade Stand Foundation, we’re committed to making a difference both in and outside the office. If you're ready to grow your career in a people-focused, impact-driven environment, this is the place to do it.
Why Career Changers Could Thrive Here:
  • You already have what it takes, people skills, perseverance, and a desire to make a difference.
  • We provide training, mentorship, and professional licensing support to help you confidently transition into financial services.
  • You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.
Our thriving office is located at: 101 W. Big Beaver Road, Suite 500, Troy, MI.
Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Team:
Tek Wiegert – Managing Director:
  • How long with NM? Started as an intern in 2004 and joined full-time in 2005.
  • Prior Experience? Joined Northwestern Mutual directly after college.
  • Passionate About? Happily married with two children. Enjoys golf, skiing and snowboarding up north, and is an avid runner, participating in the Detroit Marathon annually. Coaches youth basketball and serves on the board of Camp Casey.
Nick Hammer – Growth and Development Director:
  • How long with NM? Has been with Northwestern Mutual for 5 years.
  • Prior Experience? Previously a high school math teacher for 3 years and worked in Corporate Finance at Ford Motor Company for 4 years. Holds an MBA from Michigan State University.
  • Passionate About? Married to Kristen and a proud father of four boys. Enjoys golf, spending time outdoors, attending Lions and Tigers games, and traveling with his family.
Dominic Mirabella – Managing Partner:
  • How long with NM? Has been with Northwestern Mutual since 2008.
  • Prior Experience? A graduate of the U.S. Military Academy and a U.S. Army veteran. Earned an MBA from the University of Florida before joining Northwestern Mutual.
  • Passionate About? Enjoys spending quality time with his wife and their two children. Actively involved in the community and serves on the board of Camp Casey. A passionate supporter of all Detroit sports teams.
Jake Paulson – Growth and Development Director:
  • How long with NM? Has been with Northwestern Mutual for 5 years.
  • Prior Experience? Played collegiate baseball at Oakland University and spent six years playing Minor League Baseball.
  • Passionate About? Married with two young children. Enjoys hunting, fishing, and golfing in his free time.
About the Role: As a Financial Advisor at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
  • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
  • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
  • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
  • Education: Bachelor's Degree is strongly preferred or military equivalent. 
  • Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses: Willing to obtain necessary licenses if not already acquired, such as Series 6, 63, and state insurance licenses (support and sponsorship is integrated into training).
Benefits:
  • Benefits include pension, dental, medical, group life, retirement, wellness, family planning, and additional voluntary benefits. 
  • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Career advancement opportunities in various leadership positions. 
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
  • Support and Mentorship: Comprehensive support from a dedicated planning and development team, marketing resources, and experienced mentors.
  • Work-Life Balance: Hybrid structure with the flexibility to create a schedule that fits into your lifestyle and goals.
  • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. 
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Tek Wiegert is a Managing Director of NM and is not in legal partnership with NM, or its subsidiaries.