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Financial Advising Intern Jobs (NOW HIRING)

Hantz Group

Planning Analyst - Intern

Traverse City, MI

$15.50 - $20/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... Working closely with our Financial Advisors will broaden your knowledge about the financial ...

Advisors Excel

Books Program Intern

Topeka, KS · On-site

$30K - $35K/yr

Books Program Intern Department: AE Media Solutions Reporting to: Books Program Director Location ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Advisors Excel

Books Program Intern

Topeka, KS

$30K - $35K/yr

Books Program Intern Department: AE Media Solutions Reporting to: Books Program Director Location ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Advisors Excel

Annuity Marketing Data Intern

Topeka, KS · On-site +1

Position: Annuity Marketing Data Intern Department: Annuity Marketing Reporting to: Distribution ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Advisors Excel

Annuity Marketing Data Intern

Topeka, KS · On-site +1

Position: Annuity Marketing Data Intern Department: Annuity Marketing Reporting to: Distribution ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Stifel

Branch Intern

Stockton, CA

$18.50 - $24.50/hr

The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will ...

Stifel

Branch Intern

Stockton, CA

$18.75 - $24.50/hr

What You'll Be Doing The Branch Intern will performing a wide variety of complex and confidential ... Participate in special projects for Financial Advisors and for the branch. What You'll Bring

Stifel

Branch Intern

Newport Beach, CA · On-site

$19 - $25/hr

What You'll Be Doing The Branch Intern will performing a wide variety of complex and confidential ... Participate in special projects for Financial Advisors and for the branch. What You'll Bring

Advisors Excel

Digital Marketing Intern

Topeka, KS · Hybrid

Digital Marketing Intern Department: Media Solutions Reporting to: Director of Digital Marketing ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Stifel

Branch Intern

Stockton, CA

$18.50 - $24.50/hr

What You'll Be Doing The Branch Intern will performing a wide variety of complex and confidential ... Participate in special projects for Financial Advisors and for the branch. What You'll Bring

Advisors Excel

Digital Marketing Intern

Topeka, KS · Hybrid

Digital Marketing Intern Department: Media Solutions Reporting to: Director of Digital Marketing ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

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Financial Advising Intern information

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How much do financial advising intern jobs pay per hour?

As of Jun 23, 2026, the average hourly pay for financial advising intern in the United States is $19.86, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $22.36 per hour, depending on experience, location, and employer.

How much do financial advisor interns make?

Financial advising interns typically earn between $12 and $20 per hour, depending on the company, location, and level of experience. Internships often provide valuable industry exposure and may include additional benefits such as mentorship and training opportunities.

What would a financial advisor intern do?

A financial advisor intern assists with client research, prepares financial plans, and supports advisors in daily tasks. They may analyze financial data, use tools like Excel or financial software, and gain exposure to investment strategies and client meetings. The role provides practical experience in financial planning and advising processes.

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.

Are there internships for financial advisors?

Yes, there are internships available for aspiring financial advisors, often offered by financial firms, banks, and advisory companies. These internships typically provide hands-on experience in financial planning, client service, and investment analysis, and may require relevant coursework or certifications such as the Series 7 or Series 66 exams. They are valuable for gaining industry knowledge and building professional skills before pursuing full-time roles.

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.

How to get into financial advising with no experience?

To become a financial advising intern with no experience, focus on gaining relevant knowledge through courses in finance or economics, and develop strong communication and analytical skills. Internships or entry-level positions in finance firms can provide practical experience, and obtaining certifications like the Series 7 or Series 66 can improve your prospects. Networking and demonstrating a genuine interest in financial planning also help break into the field.
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Financial Advising Intern jobs near you
Planning Analyst - Intern

Planning Analyst - Intern

Hantz Group

Traverse City, MI

$15.50 - $20/hr

Internship

Posted yesterday

Job description

Planning Analyst Intern
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what's most important for their families.
Areas of Focus:
  • Asset Management
  • Financial Planning and Retirement
  • Insurance
  • Tax Strategy and Planning
  • Cash Flow Analysis
  • Debt Strategies
  • Estate Planning
  • Property and Casualty Insurance

The Holistic Approach to Financial Planning
Hantz Group recognizes that each area of one's financial situation impacts the other and that is why we offer a holistic approach to our client's financial planning. Financial Planning is the core of our holistic approach.
As a Planning Analyst Intern, you will be integrated into the Family Office. Working closely with our Financial Advisors will broaden your knowledge about the financial services industry and the important part that Tax Planning and Insurance plays in a client's overall financial health. Our flexible working hours will allow you to gain valuable hands on experience in the field while obtaining your degree.
Essential Job Functions:
  • Work as a Liaison for Financial Advisors and Product Providers
  • Daily review of new business, for accuracy and compliance reviews then follow up with Product Providers and Financial Advisors to complete and settle transactions/ business
  • Manage a case load of communications including phone calls, and emails from Financial Advisors, and Product Providers to provide critical support in the funding process of customer accounts
  • Studying for and obtaining Property & Casualty license
  • Opportunities for growth through acquiring FINRA Securities Licenses available
  • Comply with all Industry Rules and Regulations
  • All other tasks as assigned

Education/Knowledge & Skills:
  • Pursuing a Bachelor's Degree
  • Interest in pursuing a career in financial services
  • Availability to work 20-25 hours a week
  • Strong oral and written communication skills
  • Effective time management skills and able to work independently
  • Detail oriented and strong analytical problem solving skills
  • Ability to complete industry licensing
  • Ability to use constructive criticism to positively influence work
  • Proficient in Microsoft Office

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.

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