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Financial Advisor Intern Jobs in Ohio (NOW HIRING)

Hantz Group

Planning Analyst - Intern

Maumee, OH · On-site

$14.50 - $18.75/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... Working closely with our Financial Advisors will broaden your knowledge about the financial ...

Hantz Group

Planning Analyst - Intern

Maumee, OH · On-site

$14.50 - $18.75/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... Working closely with our Financial Advisors will broaden your knowledge about the financial ...

Hantz Group

Tax Intern

Maumee, OH · On-site

Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Working closely with CPAs, Accountants, and Financial Advisors will broaden your knowledge about ...

Hantz Group

Tax Intern

Maumee, OH · On-site

$15/hr

Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Working closely with CPAs, Accountants, and Financial Advisors will broaden your knowledge about ...

Antolino and Associates

OSU Intern to full-time

Columbus, OH

$14.50 - $19.25/hr

You will be leverage for our advisor and financial planning team. You will be an intern during the school year, with an opportunity to come on full-time in spring of 2027 if you are a senior, or to ...

Antolino and Associates

OSU Intern to full-time

Columbus, OH · On-site

$14.50 - $19.25/hr

You will be leverage for our advisor and financial planning team. You will be an intern during the school year, with an opportunity to come on full-time in spring of 2027 if you are a senior, or to ...

First Financial Bank

Wealth Advisor II

Cincinnati, OH · On-site

$74K - $100K/yr

Key responsibilities include developing a deep knowledge of the client's entire financial and ... Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or ...

CVS Health

Pharmacy Intern

Cuyahoga Falls, OH

$20 - $23.75/hr

Millions of times a day, we help people on their path to better health -from advising on ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Pharmacy Intern

Hamilton, OH · On-site

$20 - $23.75/hr

Millions of times a day, we help people on their path to better health -from advising on ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Pharmacy Intern

Akron, OH · On-site

$20 - $23.75/hr

Millions of times a day, we help people on their path to better health -from advising on ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Pharmacy Intern

Blanchester, OH · On-site

$20 - $23.75/hr

Millions of times a day, we help people on their path to better health -from advising on ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

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All JobsFinancial Advisor Intern JobsFinancial Advisor Intern Jobs in Ohio

Financial Advisor Intern information

See Ohio salary details

$10

$18

$25

How much do financial advisor intern jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for financial advisor intern in Ohio is $18.88, according to ZipRecruiter salary data. Most workers in this role earn between $16.20 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 Ohio? The most popular types of Financial Advisor jobs in Ohio are:
What are popular job titles related to Financial Advisor Intern jobs in Ohio? For Financial Advisor Intern jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Intern jobs in Ohio look for? The top searched job categories for Financial Advisor Intern jobs in Ohio are:
What cities in Ohio are hiring for Financial Advisor Intern jobs? Cities in Ohio with the most Financial Advisor Intern job openings:
Financial Advisor Intern jobs near you
Infographic showing various Financial Advisor Intern job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $39,262 per year, or $18.9 per hour.

Planning Analyst - Intern

Hantz Group

Maumee, OH • On-site

$14.50 - $18.75/hr

Other

Re-posted 14 days ago

Job description

Planning Analyst Intern
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.
 Areas of Focus:
  • Asset Management
  • Financial Planning and Retirement
  • Insurance
  • Tax Strategy and Planning
  • Cash Flow Analysis
  • Debt Strategies
  • Estate Planning
  • Property and Casualty Insurance

The Holistic Approach to Financial Planning
Hantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning.  Financial Planning is the core of our holistic approach.
As a Planning Analyst Intern, you will be integrated into the Family Office.  Working closely with our Financial Advisors will broaden your knowledge about the financial services industry and the important part that Tax Planning and Insurance plays in a client’s overall financial health.  Our flexible working hours will allow you to gain valuable hands on experience in the field while obtaining your degree.
Essential Job Functions:
  • Work as a Liaison for Financial Advisors and Product Providers
  • Daily review of new business, for accuracy and compliance reviews then follow up with Product Providers and Financial Advisors to complete and settle transactions/ business
  • Manage a case load of communications including phone calls, and emails from Financial Advisors, and Product Providers to provide critical support in the funding process of customer accounts
  • Studying for and obtaining Property & Casualty license
  • Opportunities for growth through acquiring FINRA Securities Licenses available
  • Comply with all Industry Rules and Regulations
  • All other tasks as assigned

Education/Knowledge & Skills:
  • Pursuing a Bachelor’s Degree
  • Interest in pursuing a career in financial services
  • Availability to work 20-25 hours a week
  • Strong oral and written communication skills
  • Effective time management skills and able to work independently
  • Detail oriented and strong analytical problem solving skills
  • Ability to complete industry licensing
  • Ability to use constructive criticism to positively influence work
  • Proficient in Microsoft Office

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.
 

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