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Financial Advisor Intern Jobs in Oregon (NOW HIRING)

Freddie Mac

$16 - $21.50/hr

... Finance, Risk Management, Technology (including Cyber and Software Development) and more ... Join us to hear directly from our University Talent Advisors about: -Who we are and how we serve ...

New

Freddie Mac

$16 - $21.50/hr

... Finance, Risk Management, Technology (including Cyber and Software Development) and more ... Join us to hear directly from our University Talent Advisors about: -Who we are and how we serve ...

New

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All JobsFinancial Advisor Intern JobsFinancial Advisor Intern Jobs in Oregon

Financial Advisor Intern information

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$12

$20

$27

How much do financial advisor intern jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for financial advisor intern in Oregon is $20.99, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $23.65 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 Oregon? The most popular types of Financial Advisor jobs in Oregon are:
What are popular job titles related to Financial Advisor Intern jobs in Oregon? For Financial Advisor Intern jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Intern jobs in Oregon look for? The top searched job categories for Financial Advisor Intern jobs in Oregon are:
What cities in Oregon are hiring for Financial Advisor Intern jobs? Cities in Oregon with the most Financial Advisor Intern job openings:
Financial Advisor Intern jobs near you
Infographic showing various Financial Advisor Intern job openings in Oregon 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 $43,664 per year, or $21 per hour.

Intern - State Farm Agent Team Member

Jay Puppo - State Farm Agent

Wilsonville, OR • On-site

$20/hr

Part-time

Life

Posted 2 days ago

New

Job description

Benefits:
  • Competitive pay
  • Opportunity for advancement
  • Training & development
  • Bonus based on performance
  • Flexible schedule

Position Overview:
Looking to gain real-world experience in financial services while building skills that will benefit you long after graduation? Our State Farm agency is seeking a motivated Financial Services Intern to support our Investment Planning Services (IPS) and life insurance team.
This internship offers hands-on exposure to customer communication, financial services, insurance, and business operations. You'll work alongside experienced professionals, participate in client meetings, and help deliver an outstanding customer experience - all while developing valuable professional skills.
Whether you're exploring a career in financial services, insurance, sales, or business, this internship provides meaningful experience in a supportive, team-oriented environment.
What You'll Do:
  • Customer Outreach
    • Contact existing agency customers using a structured outreach process (no cold calling)
    • Introduce our Investment Planning Services
    • Schedule a minimum of four Investment Planning appointments each week
    • Maintain accurate outreach and scheduling records
  • Client Meeting Support
    • Attend Investment Planning appointments with advisors
    • Take detailed meeting notes and capture key discussion points
    • Track action items and follow-up tasks
    • Help create a professional, customer-focused experience
  • Administrative & Operational Support
    • Assist with applications, documentation, and post-meeting follow-up
    • Coordinate next steps with team members
    • Keep customer communications organized and professional
    • Utilize agency technology and systems to improve efficiency
What You'll Learn:
  • How financial services and insurance products help individuals and families
  • How financial professionals prepare for and conduct client meetings
  • Customer relationship management and professional communication
  • Sales, operations, and business development fundamentals
  • Industry software and agency workflows
  • What a career in financial services and insurance looks like
Qualifications:
  • Currently enrolled in a college or university program
  • Interest in finance, business, insurance, economics, or a related field
  • Strong communication and interpersonal skills
  • Comfortable speaking with customers over the phone
  • Organized, detail-oriented, and eager to learn
  • Professional attitude with a positive, team-first mindset
Why Join Us?
This internship is more than just administrative work. You'll gain meaningful exposure to the financial services industry while working alongside experienced professionals who are invested in your growth. If you're looking for an opportunity to build practical experience, develop professional skills, and explore a career in financial services, we'd love to meet you.