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Financial Advisor Intern Jobs in California (NOW HIRING)

Stifel

Branch Intern

Stockton, CA · On-site

$18.50 - $24.50/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 ...

Stifel

Branch Intern

Stockton, CA · On-site

$20/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

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

Mariner

Intern, Financial Planning

Los Altos, CA · On-site

$18.25 - $23.75/hr

The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra ... advisors through client onboarding, meeting preparation, and the creation of financial plans, and ...

New

Mariner

Intern, Financial Planning

Walnut Creek, CA · On-site

$17.25 - $22.25/hr

The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra ... advisors through client onboarding, meeting preparation, and the creation of financial plans, and ...

New

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All JobsFinancial Advisor Intern JobsFinancial Advisor Intern Jobs in California

Financial Advisor Intern information

See California salary details

$11

$19

$26

How much do financial advisor intern jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for financial advisor intern in California is $19.60, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $22.07 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.

What are the most commonly searched types of Financial Advisor jobs in California?

The most popular types of Financial Advisor jobs in California are:

What are popular job titles related to Financial Advisor Intern jobs in California?

For Financial Advisor Intern jobs in California, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Intern jobs in California look for?

The top searched job categories for Financial Advisor Intern jobs in California are:

What cities in California are hiring for Financial Advisor Intern jobs?

Cities in California with the most Financial Advisor Intern job openings:

Financial Advisor Intern jobs near you
Infographic showing various Financial Advisor Intern job openings in California as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 2% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $40,758 per year, or $19.6 per hour.

Financial Advisor with Healthcare Background

Walnut Creek - Northwestern Mutual

Walnut Creek, CA • On-site

$84K - $95K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

Benefits:
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Transition Your Healthcare Expertise into Financial Services with Walnut Creek - Northwestern Mutual!

Leverage Your Healthcare Background for a Rewarding Career:

  • Build Direct Client Relationships: Professionals from healthcare—whether it's pharma, medical sales, or clinical roles—are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
  • Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
  • Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
  • A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
Our thriving office is located at: 2121 N. California Blvd Ste. 620 Walnut Creek CA 94596
Meet Our Local Team:
Cole Barrett – Managing Director:
  • Time with NM: 6 years.
  • Prior Experience: Brings 15 years of experience in the hospitality industry, where he developed a strong client-first mindset. 
  • Passionate About: Committed to helping individuals and families achieve financial confidence by prioritizing their needs above all else. Originally from Massachusetts and now based in San Francisco with his wife, Cara, and their dog, Cali, he enjoys golfing, traveling, and spending quality time with family.
Austin Nichols – Wealth Management Advisor:
  • Time with NM: 8 years.
  • Prior Experience: Former professional basketball player who carried his discipline and competitive spirit into his career in financial planning.
  • Passionate About: Austin values family above all and enjoys staying connected to sports, both as a participant, fan and coach.
Michelle Peterson – Financial Advisor:
  • Time with NM: 2.5 years.
  • Prior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother.
  • Passionate About: Michelle is active in her church community, loves spending time with her family, and enjoys playing golf in her free time.
Alex Icaza – Financial Advisor:
  • Time with NM: 3 years.
  • Prior Experience: Started his career at Northwestern Mutual after graduating, however during college was president of nonprofit groups, thus instilling his desire to create impact through service.
  • Passionate About: Alex is dedicated to financial advising and helping families plan for the future, while also supporting nonprofits and spending meaningful time with his family.
Matt Langseth - Financial Advisor:
  • Time with NM: 5 years.
  • Prior Experience: Was a collegiate athlete at Cornell University where he played baseball. Then worked for the Athletic As in sales before transitioning to Northwestern Mutual.
  • Passionate About:  Matt is active in his church, values time with his wife, son, and new baby girl while making sure to hangout with friends on the golf course.
Key Responsibilities:
  • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
  • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
  • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Position Perks:
  • Significant bonus opportunity commensurate with outcomes
  • Dental insurance
  • Health insurance
  • Life insurance
  • Retirement plan
  • Vision insurance
  • Ongoing professional development
  • Local culture of support and positive recognition
Qualifications:
  • Education: A bachelor's degree is preferred.
  • Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Cole Barrett is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.