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Financial Advisor Intern Jobs (NOW HIRING)

Plantemoran

2027 Financial Advisor Intern

Southfield, MI · On-site

$16.25 - $21.25/hr

... advisor to individuals, and families, providing full comprehensive financial solutions in the areas ... As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ...

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How much do financial advisor intern jobs pay per hour?

As of Aug 3, 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 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.

Is $30 an hour good for an internship?

For a financial advisor intern, $30 an hour is considered above average, as many internships in finance pay between $15 and $25 per hour. This rate reflects the specialized knowledge and skills involved, and may also include opportunities for mentorship and professional development. However, compensation can vary based on location, company size, and the intern’s experience level.

What are the key skills and qualifications needed to thrive as a Financial Advisor Intern, and why are they important?

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 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.

Can financial advisors make $500,000 a year?

Financial advisor interns typically do not earn $500,000 annually, as this level of income is usually achieved by experienced financial advisors with established client bases, high assets under management, and advanced certifications. Most financial advisors earn a combination of salary, commissions, and fees, with top earners reaching high six- or seven-figure incomes after several years in the profession.

Is $200,000 enough to work with a financial advisor?

For a Financial Advisor Intern, $200,000 is typically more than enough to start working with a financial advisor, as clients often seek advice for portfolios of varying sizes. The minimum investment amount can vary depending on the advisor and services offered, but many advisors work with clients who have smaller or larger assets. Interns usually focus on learning financial planning and client service rather than managing large portfolios directly.

What would a financial advisor intern do?

A financial advisor intern assists with client meetings, prepares financial plans, conducts research on investment options, and supports advisors with administrative tasks. They often gain experience using financial planning software and develop knowledge of investment strategies and compliance procedures.

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.

More about Financial Advisor Intern jobs
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What are the most commonly searched types of Financial Advisor jobs? The most popular types of Financial Advisor jobs are:
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Financial Advisor Intern jobs near you
Infographic showing various Financial Advisor Intern job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $41,299 per year, or $19.9 per hour.

Financial Advisor Internship

Synergy Wealth Solutions

Chesterfield, MO • On-site

Full-time

Re-posted 14 days ago

Job description

About Us:

At Synergy Wealth Solutions, we help individuals, families, and business owners move toward financial freedom through holistic planning, exceptional service, and strong long-term relationships. We also believe in developing future advisors early by giving them real exposure, meaningful mentorship, and the kind of environment where motivated people can grow fast.

The Role:

We are seeking a motivated, outgoing, and coachable Financial Advisor Intern who wants real-world exposure to a career in wealth management and financial planning. This full-time internship is built for someone who is energized by people, curious about business, and interested in a career that blends relationship-building, influence, and meaningful client impact.

You will gain hands-on exposure to how advisors prepare for meetings, support clients, uncover opportunities, and build a successful practice. This is more than observation—it is a front-row seat to how a planning-focused business grows.

This role is best suited for someone who is eager to learn quickly, communicates well, and wants to build confidence in a fast-moving, people-centered environment.

What You'll Do:

Advisor & Planning Exposure

Observe how advisors prepare for and participate in client meetings

Assist with financial planning preparation, data gathering, follow-up tasks, and internal coordination

Learn how holistic financial planning connects retirement, insurance, investments, and long-term goals

Support planning and service teams with project-based work that improves the client experience

Business Development Exposure

Participate in prospecting, event support, and outreach initiatives

Learn how advisors build trust, generate opportunities, and create long-term relationships

Support marketing, networking, or client appreciation efforts as needed

Professional Development

Receive mentorship from experienced advisors and firm leaders

Develop communication, professionalism, and relationship-building skills

Gain insight into the habits and disciplines that drive long-term success in financial services

What Makes You a Great Fit:

Current college student, recent graduate, or early-career professional with interest in financial services

Strong communication and interpersonal skills

Motivated, confident, curious, and eager to learn

Comfortable in a fast-paced, relationship-oriented environment

Organized, dependable, and professional

Why You'll Love It Here:

Hands-on exposure to the financial advisor career path in a full-time development environment

Mentorship from experienced advisors and firm leadership

A high-energy, team-oriented culture with meaningful growth potential

The opportunity to explore a career that combines purpose, relationships, and income opportunity

A potential pathway into a full-time advisor role after the internship