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Financial Advising Intern Jobs (NOW HIRING)

Stifel

Full Time Branch Intern

Palm Beach Gardens, FL

$16.75 - $22/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

Full Time Branch Intern

Palm Beach Gardens, FL · On-site

$16.75 - $22/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

Peak Retirement Planning, Inc.

Finance Intern

Columbus, OH · On-site

$15 - $25/hr

Intern Bootcamp - An additional hour each day for interns to have time with experienced advisors to ... advisor training. * Trainual - Over 120+ hours of financial planning training content built ...

Stifel

Branch Intern

Stockton, CA · On-site

$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

ultimus

Intern, Financial Administration

Hauppauge, NY

$18 - $23.50/hr

SUMMARY The Intern, Financial Administration will mirror the responsibilities of an Associate ... Calculates standard monthly management fees and advisor waiver or reimbursements for each fund ...

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Financial Advising Intern information

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How much do financial advising intern jobs pay per hour?

As of Aug 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.

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 Advising Intern jobs near you

Finance Intern - Small Business Services

LCG Advisors

Tampa, FL

$16.75 - $22/hr

Full-time, Part-time, Internship

Re-posted 14 days ago

Job description

LCG Advisors is a leading advisory firm specializing in loan and investment due diligence, investment banking, risk mitigation, and other select advisory services.


Founded in 2003, LCG has developed a reputation for consistently exceeding client expectations witha very highlevel of integrity and professionalism. LCG's team of150+ professionals work in conjunction with business owners, financial institutions, and active investors toassistthem with the changes that occur during all phases of their business or personal lifecycle. Our clients rely on us as their trusted advisors, and we take that responsibility very seriously.


We have recently merged with Rapid Business Plans which is now our Small Business Services (SBS) Division. In SBS, we write business plans and feasibility studies for companies obtaining SBA Loans. Learn how to make financial projections and get connected to executives and professionals in the SBA lending industry.

Part-time Finance Interns will begin their employment in the Market and Competitive Research division to learn about the various markets in the business sector. Once interns have had a thorough understanding of market research, they move on to the financial department, where they get practical experience working with various clients and analyzing their financial records. Finance Interns will also get the chance to do extensive, highly-impactful research, learn priceless problem-solving techniques, and further develop their analytical skills as collaborators. Additionally, when starting anything new, the Intern will be paired with a mentor to support the new learnings. If a special area needs additional assistance, the Intern will be paired with a senior Quality Control team member to aid in education.


Primary Responsibilities

  • Collaborate with other Finance Interns to analyze industry market growth
  • Conduct in-depth research on competitive advantages for different business industries
  • Conduct thorough investigations of various firms SWOT analysis
  • Gathers data to meet specific project objectives by using various informational sources
  • Evaluate data to spot trends, discrepancies, or other industry-specific business problems

Qualifications & Experience

  • Enrollment full-time in a Business or Economics degree program
  • Experience not required
  • Skill in handling multiple tasks and prioritizing
  • Ability to recognize variables and use a variety of tools to collect data
  • Ability to operate through frequent interruptions and priority changes
  • Ability to meet deadlines
  • Technology forward, with ability to interact virtually
  • Strong communication skills - written, verbal, and virtual


Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able tolift upto 15 pounds at times.


Currently, LCG Advisors does not intend to hire candidates who will need, now or in the future, LCG sponsorship through any non-immigrant visa category such as the H-1B, H-1B1, E-3, O-1, or TN.
The firm offers a competitive benefits package, base compensation, and an employee bonus program for eligible roles based on individual and firm performance per program guidelines. Base compensation ranges can vary basedupon onrole, hiring location, and qualifications. Foradditionalinformation on LCG's total rewards, visit our website athttps://lcgadvisors.com/careers/.
LCG Advisors is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

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