Wealth Intern (Fall 2026)
South Milwaukee, WI · On-site
$18 - $22/hr
As a Wealth Management Summer Intern, you will ... Work alongside experienced financial advisors and support teams to understand client needs and ...
Wealth Intern (Fall 2026)
South Milwaukee, WI · On-site
$18 - $22/hr
As a Wealth Management Summer Intern, you will ... Work alongside experienced financial advisors and support teams to understand client needs and ...
Accounting Specialist
Fond Du Lac, WI · On-site
$42K - $73K/yr
Casual/seasonal & intern team members are not eligible for benefits except for state-mandated ... You will serve as a trusted advisor to clients, helping them make informed financial, credit, and ...
Accounting Specialist
Fond Du Lac, WI · On-site
$42K - $73K/yr
Casual/seasonal & intern team members are not eligible for benefits except for state-mandated ... You will serve as a trusted advisor to clients, helping them make informed financial, credit, and ...
Accounting Specialist
Fond Du Lac, WI · Hybrid
$42K - $73K/yr
Casual/seasonal & intern team members are not eligible for benefits except for state-mandated ... You will serve as a trusted advisor to clients, helping them make informed financial, credit, and ...
Quick apply
Accounting Specialist
Fond Du Lac, WI · Hybrid
$42K - $73K/yr
Casual/seasonal & intern team members are not eligible for benefits except for state-mandated ... You will serve as a trusted advisor to clients, helping them make informed financial, credit, and ...
Investment Intern
$15 - $20.25/hr
... advisors. * Contribute to research efforts by compiling and analyzing market data relating to ... Pursuing a degree in Finance, Accounting, or Business-related field * Strong technology proficiency ...
Investment Intern
$15 - $20.25/hr
... advisors. * Contribute to research efforts by compiling and analyzing market data relating to ... Pursuing a degree in Finance, Accounting, or Business-related field * Strong technology proficiency ...
Investment Intern
$15.75 - $20/hr
... advisors. * Contribute to research efforts by compiling and analyzing market data relating to ... Pursuing a degree in Finance, Accounting, or Business-related field * Strong technology proficiency ...
Investment Intern
$15.75 - $20/hr
... advisors. * Contribute to research efforts by compiling and analyzing market data relating to ... Pursuing a degree in Finance, Accounting, or Business-related field * Strong technology proficiency ...
Investment Intern
$15.75 - $20/hr
... advisors. * Contribute to research efforts by compiling and analyzing market data relating to ... Pursuing a degree in Finance, Accounting, or Business-related field * Strong technology proficiency ...
Quick apply
Investment Intern
$15.75 - $20/hr
... advisors. * Contribute to research efforts by compiling and analyzing market data relating to ... Pursuing a degree in Finance, Accounting, or Business-related field * Strong technology proficiency ...
Investment Intern
Madison, WI · On-site
$15.75 - $20/hr
... advisors. * Contribute to research efforts by compiling and analyzing market data relating to ... Pursuing a degree in Finance, Accounting, or Business-related field * Strong technology proficiency ...
Investment Intern
Madison, WI · On-site
$15.75 - $20/hr
... advisors. * Contribute to research efforts by compiling and analyzing market data relating to ... Pursuing a degree in Finance, Accounting, or Business-related field * Strong technology proficiency ...
Retail Pharmacy Intern
Madison, WI · On-site
$17 - $21/hr
... or advise people; evaluate technical data. * Have the ability to do arithmetic calculations ... Financial Responsibility Is fully responsible for company assets including prescription inventory ...
Retail Pharmacy Intern
Madison, WI · On-site
$17 - $21/hr
... or advise people; evaluate technical data. * Have the ability to do arithmetic calculations ... Financial Responsibility Is fully responsible for company assets including prescription inventory ...
Retail Pharmacy Intern
Madison, WI · On-site
$17 - $21/hr
... or advise people; evaluate technical data. * Have the ability to do arithmetic calculations ... Financial Responsibility Is fully responsible for company assets including prescription inventory ...
Retail Pharmacy Intern
Madison, WI · On-site
$17 - $21/hr
... or advise people; evaluate technical data. * Have the ability to do arithmetic calculations ... Financial Responsibility Is fully responsible for company assets including prescription inventory ...
Talent Acquisition Lead
Madison, WI · On-site +1
Own end-to-end recruiting across a range of roles, including financial advisors, planners ... intern conversion planning. Serve as Player-Coach & Recruiting Strategist * Provide guidance ...
Talent Acquisition Lead
Madison, WI · On-site +1
Own end-to-end recruiting across a range of roles, including financial advisors, planners ... intern conversion planning. Serve as Player-Coach & Recruiting Strategist * Provide guidance ...
Talent Acquisition Lead
Madison, WI · On-site
Own end-to-end recruiting across a range of roles, including financial advisors, planners ... intern conversion planning. Serve as Player-Coach & Recruiting Strategist * Provide guidance ...
Talent Acquisition Lead
Madison, WI · On-site
Own end-to-end recruiting across a range of roles, including financial advisors, planners ... intern conversion planning. Serve as Player-Coach & Recruiting Strategist * Provide guidance ...
Talent Acquisition Lead
Madison, WI · On-site
Own end-to-end recruiting across a range of roles, including financial advisors, planners ... intern conversion planning. Serve as Player-Coach & Recruiting Strategist * Provide guidance ...
Talent Acquisition Lead
Madison, WI · On-site
Own end-to-end recruiting across a range of roles, including financial advisors, planners ... intern conversion planning. Serve as Player-Coach & Recruiting Strategist * Provide guidance ...
... Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ... INTERN
... Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ... INTERN
... Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ... INTERN
... Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ... INTERN
... Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ... INTERN
... Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ... INTERN
... Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ... INTERN
... Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ... INTERN
... Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ... INTERN
... Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ... INTERN
... Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ... INTERN
... Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ... INTERN
... Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ... INTERN
... Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ... INTERN
... Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ... INTERN
... Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ... INTERN
Financial Advisor Intern information
See Wisconsin salary details
$11.65 - $13.01
1% of jobs
$13.01 - $14.38
6% of jobs
$14.38 - $15.75
8% of jobs
$16.95 is the 25th percentile. Wages below this are outliers.
$15.75 - $17.12
11% of jobs
$17.12 - $18.48
13% of jobs
The median wage is $19.51 / hr.
$18.48 - $19.85
15% of jobs
$19.85 - $21.22
9% of jobs
$22.18 is the 75th percentile. Wages above this are outliers.
$21.22 - $22.59
17% of jobs
$22.59 - $23.95
16% of jobs
$23.95 - $25.32
2% of jobs
$25.32 - $26.69
2% of jobs
$11
$20
$26
How much do financial advisor intern jobs pay per hour?
As of Aug 1, 2026, the average hourly pay for financial advisor intern in Wisconsin is $20.04, according to ZipRecruiter salary data. Most workers in this role earn between $17.21 and $22.55 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.
Is $30 an hour good for an internship?
For a financial advisor intern, $30 an hour is considered above average, as many internships in finance pay between $15 and $25 per hour. This rate reflects the specialized knowledge and skills involved, and may also include opportunities for mentorship and professional development. However, compensation can vary based on location, company size, and the intern’s experience level.
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 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.
Can financial advisors make $500,000 a year?
Financial advisor interns typically do not earn $500,000 annually, as this level of income is usually achieved by experienced financial advisors with established client bases, high assets under management, and advanced certifications. Most financial advisors earn a combination of salary, commissions, and fees, with top earners reaching high six- or seven-figure incomes after several years in the profession.
Is $200,000 enough to work with a financial advisor?
For a Financial Advisor Intern, $200,000 is typically more than enough to start working with a financial advisor, as clients often seek advice for portfolios of varying sizes. The minimum investment amount can vary depending on the advisor and services offered, but many advisors work with clients who have smaller or larger assets. Interns usually focus on learning financial planning and client service rather than managing large portfolios directly.
What would a financial advisor intern do?
A financial advisor intern assists with client meetings, prepares financial plans, conducts research on investment options, and supports advisors with administrative tasks. They often gain experience using financial planning software and develop knowledge of investment strategies and compliance procedures.
What is the difference between Financial Advisor Intern vs Financial Planner?
| Aspect | Financial Advisor Intern | Financial Planner |
|---|---|---|
| Required Credentials | Typically pursuing or recent graduate, may have FINRA licenses | Certifications like CFP, CFA often required |
| Work Environment | Internship setting, learning-focused, often in financial firms | Full-time professional role, client-facing, independent or team-based |
| Employer & Industry Usage | Financial firms, banks, investment companies | Financial 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 Wisconsin? The most popular types of Financial Advisor jobs in Wisconsin are:
What are popular job titles related to Financial Advisor Intern jobs in Wisconsin? For Financial Advisor Intern jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Intern jobs in Wisconsin look for? The top searched job categories for Financial Advisor Intern jobs in Wisconsin are:
What cities in Wisconsin are hiring for Financial Advisor Intern jobs? Cities in Wisconsin with the most Financial Advisor Intern job openings:
$18 - $22/hr
Full-time, Internship
Posted 20 days ago
Job description
About DBHW Wealth Partners
DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide supporting, trusting and ongoing relationships with our clients. We aim to offer knowledgeable advice through our experience. Acting as a guide for our clients, we strive to bring them through all the ups and downs of life. This mission is driven by the idea that our relationship with them is full circle, and we help them take advantage of their greatest opportunities and pursue their financial goals with confidence.
Meet our team: https://www.dbhwwealthpartners.com/our-team
Hours: 16 - 40 hours per week
What You'll Do: As a Wealth Management Summer Intern, you will:
Who You Are: We are seeking motivated and detail-oriented students who are:
What We Offer:
DBHW Wealth Partners is an Equal Opportunity Employer
The pay range for this role is:
18 - 22 USD per hour (South Milwaukee)
DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide supporting, trusting and ongoing relationships with our clients. We aim to offer knowledgeable advice through our experience. Acting as a guide for our clients, we strive to bring them through all the ups and downs of life. This mission is driven by the idea that our relationship with them is full circle, and we help them take advantage of their greatest opportunities and pursue their financial goals with confidence.
Meet our team: https://www.dbhwwealthpartners.com/our-team
Hours: 16 - 40 hours per week
What You'll Do: As a Wealth Management Summer Intern, you will:
- Work alongside experienced financial advisors and support teams to understand client needs and develop tailored financial solutions.
- Assist in preparing financial plans, investment strategies, and client presentations.
- Perform market research and analysis to identify trends and opportunities.
- Gain exposure to the day-to-day operations of wealth management.
- Collaborate on special projects aimed at improving client experience and operational efficiency.
- Work on transitioning the department into new technology and help with data hygiene.
Who You Are: We are seeking motivated and detail-oriented students who are:
- Pursuing a bachelor's degree in Finance, Economics, Business, or a related field.
- Previous wealth management internship experience.
- Junior (rising senior) or Senior year students with strong academic standing.
- Proficient in Microsoft Office Suite, particularly Excel, and eager to learn financial modeling tools.
- Strong communicators with excellent analytical and problem-solving skills.
- Enthusiastic about delivering excellent service and learning in a professional environment.
What We Offer:
- Competitive pay within the national average.
- A supportive and inclusive company culture.
- Networking opportunities with industry professionals.
- Hands-on experience and mentorship to prepare you for a career in wealth management.
- Potential for future full-time opportunities based on performance and business needs.
DBHW Wealth Partners is an Equal Opportunity Employer
The pay range for this role is:
18 - 22 USD per hour (South Milwaukee)