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Financial Advisor Intern Jobs (NOW HIRING)

Allworth Financial

Financial Services Intern

Dallas, TX · On-site

$20/hr

The Financial Advisor Intern role is designed for motivated, intellectually curious students who aspire to pursue the CFP designation and build a career in wealth management. This is a paid, in ...

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Financial Advisor Intern information

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$11

$19

$26

How much do financial advisor intern jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for financial advisor 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 advisor intern do?

A Financial Advisor Intern supports experienced financial advisors by assisting with client research, preparing presentations, and learning about financial products and planning strategies. They may help analyze client portfolios, gather financial data, and participate in meetings or workshops. The internship provides hands-on experience in financial planning, investment management, and client relationship building, which helps interns learn the skills needed for a career as a financial advisor.

What are the key skills and qualifications needed to thrive as a financial advisor intern?

To thrive as a Financial Advisor Intern, you need a basic understanding of finance, investment principles, and strong analytical abilities, often supported by coursework in finance or business. Familiarity with financial planning software, Microsoft Excel, and CRM systems is commonly expected. Excellent interpersonal communication, active listening, and a client-focused mindset are critical soft skills that set top interns apart. These combined skills help interns effectively support advisors, build client trust, and gain valuable experience for a successful career in financial services.

What kinds of projects or tasks can I expect to work on as a financial advisor intern?

As a Financial Advisor Intern, you’ll typically assist with client portfolio research, preparing financial plans, and analyzing investment options under the supervision of experienced advisors. You may also help with client communications, attend meetings, and support marketing or outreach efforts. This hands-on exposure provides valuable insight into the advisory process, compliance requirements, and helps you develop key client service and analytical skills. Collaboration with both advisors and support staff is common, offering a well-rounded introduction to the financial planning industry.

What is the difference between Financial Advisor Intern vs Financial Planner?

AspectFinancial Advisor InternFinancial Planner
Required CredentialsTypically pursuing or recent graduate, may have FINRA licensesCertifications like CFP, CFA often required
Work EnvironmentInternship setting, learning-focused, often in financial firmsFull-time professional role, client-facing, independent or team-based
Employer & Industry UsageFinancial firms, banks, investment companiesFinancial advisory firms, independent practices, banks

Financial Advisor Interns are usually students or recent graduates gaining experience, often with limited certifications, working in learning environments. Financial Planners are licensed professionals providing ongoing financial advice, with relevant certifications and more client responsibility. The internship serves as a stepping stone toward becoming a licensed financial planner.

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Financial Advisor Intern jobs near you
Infographic showing various Financial Advisor Intern job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $41,299 per year, or $19.9 per hour.

Financial Services Intern

Allworth Financial

Dallas, TX • On-site

$20/hr

Part-time, Internship

Posted 4 days ago

Job description

SUMMARY:

The Financial Advisor Intern role is designed for motivated, intellectually curious students who aspire to pursue the CFP designation and build a career in wealth management. This is a paid, in-person, part-time internship ($20/hr) offering meaningful, hands-on exposure to real client work-not just observation.

Interns will gain direct insight into how a successful wealth management office operates while learning alongside CFP professionals, Associate Advisors, and Client Service teams in a collaborative, high-performing environment. Our Addison office provides a dynamic setting to learn the business at scale.

This program will run at approximately 10 hours per week, with flexible scheduling between 8:00am-5:00pm.

What You'll Do

  • Rotate across teams to understand Allworth Financial's integrated wealth management model
  • Partner closely with an Associate Advisor to develop foundational advisory and planning skills
  • Assist with the creation and implementation of financial plans for real clients
  • Support the Client Service Team to understand the full client experience
  • Conduct research and assist with casework related to financial planning and operations
  • Under CFP supervision, help respond to client questions across key areas of financial planning
  • Shadow client meetings with Financial Advisors to gain firsthand advisory exposure
  • Participate in company workshops, events, and learning sessions

Who We're Looking For

  • Currently pursuing a BS/BA in Financial Planning, Finance, Economics, or a related field
  • Intends to pursue the CFP designation
  • Self-motivated, curious, and eager to learn
  • Strong communicator who enjoys teamwork and relationship-building
  • Comfortable learning new systems, tools, and financial concepts

Why This Internship Stands Out

This is more than a resume-builder-it's an opportunity to:

  • Learn directly from experienced advisors who have built and scaled successful practices
  • Gain exposure to real clients, real plans, and real career paths
  • Build a foundation for future roles at Allworth, including Associate Advisor opportunities

 The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.  Typical reporting relationships are described, but actual relationships may vary in some instances.  This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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