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Financial Advisor Intern Jobs (NOW HIRING)

Whitehouse Retirement Solutions

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Part-Time Financial Services Intern

Hyrum, UT · On-site

$15/hr

... Intern this summer to support our team and ensure efficient operations of our office. This is an ... Work with financial advisor throughout marketing process to ensure compliance and approval for all ...

Advisors Excel

Web Development Intern

Topeka, KS · On-site

Position: Web Development Intern Department: Creative Services Reporting to: Web Design Art ... for financial advisor marketing websites. You'll work directly with experienced developers ...

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How much do financial advisor intern jobs pay per hour?

As of May 29, 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 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 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 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 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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What cities are hiring for Financial Advisor Intern jobs? Cities with the most Financial Advisor Intern job openings:
What are the most commonly searched types of Financial Advisor jobs? The most popular types of Financial Advisor jobs are:
What states have the most Financial Advisor Intern jobs? States with the most job openings for Financial Advisor Intern jobs include:
What job categories do people searching Financial Advisor Intern jobs look for? The top searched job categories for Financial Advisor Intern jobs are:
Financial Advisor Intern jobs near you
Infographic showing various Financial Advisor Intern job openings in the United States as of May 2026, with employment types broken down into 99% Full Time, and 1% Part Time. Highlights an 73% Physical, 1% Hybrid, and 26% Remote job distribution, with an average salary of $41,299 per year, or $19.9 per hour.
Financial Advisor Intern - Ataraxis Wealth Management

Financial Advisor Intern - Ataraxis Wealth Management

The Job Sauce

Clearwater, FL • On-site

$16.25 - $21.50/hr

Full-time

Medical, Life

Posted 11 days ago

Job description

Ataraxis Wealth Management, a subsidiary of Northwestern Mutual (17757 US Hwy 19 N, Clearwater, FL 33764) is hiring for Spring 2026 and Summer 2026 Internship Programs!
Northwestern Mutual is one of Fortune World's Most Admired Companies with more than 5 million clients.
  • Fortune 500: #110 (2024)
  • Top 100 Internship Programs, Yello x WayUp (2024)
  • Unsurpassed financial strength with total company assets of $378 billion

Our internship program is dedicated to the success, both personally and professionally, of students. The Northwestern Mutual internship continues to be one of the best internships in America. For 25 years, it has ranked among the Top 25 internships among all industries and non-profits. Ataraxis Wealth Management builds on this program with a more modern take on financial advising.
Check out our Day in the Life Video: https://www.youtube.com/watch?v=RNsSN9GwyPg
Financial Representatives Interns are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, have the unique opportunity to build a financial planning practice while engaging local and nationwide experts, selling exclusive financial products, and having the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Our internship creates the perfect path to leadership, as 57% of our senior leaders began their careers in this internship program.
Our internship program mimics our full-time Financial Advisor career, allowing you to:
  • Learn how to prospect and network to build your business and client base
  • Develop and execute on a business strategy
  • Call on potential clients and set meetings to understand their financial goals
  • Prepare plans and offer useful recommendations
  • Gain exposure to proprietary planning software platforms
  • Engage in weekly coaching, training, and development meetings
  • Get licensed with your Life, Accident, and Health insurance license
  • Build life skills that create future career opportunities

As an Ataraxis Wealth Management Financial Representative Intern, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP®. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
Are you a fit for this internship?
  • Full-time student; juniors and seniors preferred
  • Entrepreneurial ambitions and curiosity for sales
  • Highly involved on campus (leader, athlete, campus orgs, student government, etc.)
  • Excellent time-management skills
  • Interest in financial literacy and planning tools
  • Business savvy and desire to increase critical thinking abilities

Compensation & Benefits
  • Performance-based earnings and revenue
  • Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
  • Productivity Bonuses
  • Support for insurance licensing (life, health, DI, LTC)
  • Support for SIE, Series 6, Series 63 registrations (eligibility required)

About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and Financial Representative Interns are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual:
  • Fortune 500® company (June 2024)
  • Top 100 Internship Programs, Yello x WayUp (2024)
  • 5.1+ million clients and growing2
  • Unsurpassed financial strength with total company assets of $366 billion3
  • Forbes' Best Employers for Diversity (2023)
  • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)

1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2 As of December 31, 2023
3 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.

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