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Financial Advisor Intern Jobs in Indiana (NOW HIRING)

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Financial Advisor Intern information

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$10

$18

$25

How much do financial advisor intern jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for financial advisor intern in Indiana is $18.89, according to ZipRecruiter salary data. Most workers in this role earn between $16.25 and $21.25 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.

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 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.

What are the most commonly searched types of Financial Advisor jobs in Indiana? The most popular types of Financial Advisor jobs in Indiana are:
What job categories do people searching Financial Advisor Intern jobs in Indiana look for? The top searched job categories for Financial Advisor Intern jobs in Indiana are:
What cities in Indiana are hiring for Financial Advisor Intern jobs? Cities in Indiana with the most Financial Advisor Intern job openings:
Infographic showing various Financial Advisor Intern job openings in Indiana as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $39,298 per year, or $18.9 per hour.

Tax Intern - Spring 2027 (Indianapolis, IN)

Carr, Riggs & Ingram, LLC

Indianapolis, IN

Internship

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago


Carr, Riggs & Ingram rating

7.6

Company rating: 7.6 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

17th of 22 rated bookkeepers and accountants


Job description

TAX INTERN - SPRING 2027

CapinCrouse, now part of CRI, serves more than 1,600 mission-focused nonprofit organizations nationwide by providing support in the key areas of financial integrity and security. Our exclusive focus on nonprofits offers you significant potential for professional growth.

We are dedicated to uniting your professional passions with your individual personal pursuits, creating an empowered workplace for everyone—from interns and admins to staff accountants and future partners. At CRI, #EverybodyCounts.

Essential Functions:
  • Provide assistance in preparing work papers, trial balances, depreciation schedules, entering data for computer applications and preparing engagement correspondence.
  • Assist professional staff in gathering data for tax return preparation, maintaining the tax library, and maintaining client tax and auditing files.
Qualifications:
  • Must be enrolled as a student in an accredited college or university with a major in accounting
  • Demonstrated written and oral communication skills
  • Demonstrated ability to work independently and as a team.
  • Familiarity with Microsoft Office software (Word, Access, Excel, PowerPoint)
  • Ability and willingness to work cooperatively with others.
  • High degree of discretion dealing with confidential information.
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. CapinCrouse Advisors will not sponsor applicants for U.S. work visa status for this position or future positions (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

CRI is a nationally recognized accounting and advisory firm known for its audit, tax, and business consulting expertise. The profession and our communities widely acknowledge our commitment to delivering tailored solutions to help ensure client success.

We stand out through our collaborative, client-focused approach, offering personalized services backed by deep industry knowledge. Clients trust CRI as a dedicated partner who understands their unique needs and ensures support at every step. To learn more about the industries we serve, our service offerings, and our family of companies please visit us at www.criadv.com.

CRI offers a generous benefits package that includes 21 PTO days, 9 paid holidays, and company-paid long-term disability and life insurance. Employees also have access to Blue Cross Blue Shield medical insurance, as well as dental, vision, and short-term disability coverage. Additional benefits include parental leave, flexible spending accounts, and a 401(k) retirement plan.

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