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Financial Advising Intern Jobs (NOW HIRING)

Advisors Excel

Accounting Intern

Topeka, KS · Hybrid

$13.75 - $17.50/hr

Accounting Intern Department: Accounting Reporting to: Accounting Manager Location: Topeka, KS ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

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Stifel

Branch Intern

Stockton, CA · On-site

$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 · On-site

$20/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 · On-site

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 ...

Enfinity Global

Corporate Finance Intern

Miami, FL · On-site

$17 - $22.25/hr

This intern will sit within that team, reporting directly to the Director of Corporate Finance. The ... and financial advisors • Assist with the coordination and review of Investment Committee ...

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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 24, 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
Accounting Intern

Accounting Intern

Advisors Excel

Topeka, KS • Hybrid

$13.75 - $17.50/hr

Internship

Posted yesterday

Job description

Position: Accounting Intern
Department: Accounting
Reporting to: Accounting Manager
Location: Topeka, KS- Onsite
Overview:
Are you looking to get experience in the world of corporate accounting? This position will give you the ability to work with seasoned accounting professionals and learn the inner workings of a corporate accounting department. Ideal time commitment would be 20-25 hours a week. If you are an individual with great attention to detail, an eagerness to learn and desire to contribute to the team, this could be the perfect opportunity for you!
This internship is ongoing, not a seasonal or summer internship. It is on-site in our Topeka, KS office and not open to remote work. Additionally, please note that the company does not extend sponsorship opportunities at this time.
What you'll do:
  • Scanning and digitally filing various documents, including but not limited to deposit slips, payment forms, credit card copies/ letters
  • Working with employees to collect credit card receipts and obtain transaction descriptions
  • Review miscellaneous spreadsheets for accuracy and make necessary corrections
  • Assist accounting associates and other finance team members with various tasks and projects as needed
Experience you’ll bring:
  • PC knowledge including MS Word, Excel, Outlook and ability to learn other systems as necessary
  • Detail oriented, focused on quality in all aspects of your work
  • Professional and articulate written and verbal communication skills
  • Ability to work independently, but also as a collaborative team member
Bonus Points:
  • Currently enrolled in a secondary education program
  • Pursuing a degree in accounting, finance or business administration
What you’ll get:
  • Access to an on-site café and gym
  • Continuous personal and professional development opportunities
  • Recognition for hard work amp; exemplary performance
  • Employee sponsored events…and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions, to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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