1

Financial Advising Intern Jobs (NOW HIRING)

Branch Intern

Newport Beach, CA · On-site

$19 - $25/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 ...

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 ...

New

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 ...

New

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

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

Intern

West Chester, PA · On-site

$18/hr

... Intern to join our team ... The internship will provide an opportunity to work amongst leading financial advisors and gain ...

next page

Showing results 1-20

Financial Advising Intern information

See salary details

$11

$19

$26

How much do financial advising intern jobs pay per hour?

As of Jun 1, 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.

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 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 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.
More about Financial Advising Intern jobs
What cities are hiring for Financial Advising Intern jobs? Cities with the most Financial Advising Intern job openings:
What are the most commonly searched types of Financial Advising jobs? The most popular types of Financial Advising jobs are:
What states have the most Financial Advising Intern jobs? States with the most job openings for Financial Advising Intern jobs include:
Intern

$15.75 - $21/hr

Other

Posted 9 days ago


UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

11th of 141 rated banks


Job description

Are you a motivated self-starter. Can you take an assignment and run with it. If you're ready to dive into a client-focused work environment, an internship at UBS Wealth Management may be the right fit for you.
We welcome interns to join our team to learn about the Wealth Management industry and our firm

Our financial advisors and their teams deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families. This is an opportunity to gain valuable insight, develop new skills, and establish a network of mentors and business contacts.
We're looking for an intern to:
work on projects that have a real impact on clients and gain product knowledge
support our team of Wealth Management advisors and wealth strategy associates
compile market and investment research
leverage Microsoft Excel skills to assist with portfolio analysis
prepare client meeting materials and generate performance reports
assist with the responsibilities of running an entrepreneurial business model
attend presentations by WMA leaders to help you understand our industry, culture and strategy.


What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


UBS logo

About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH