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Financial Advisor Intern Jobs in Appleton, WI (NOW HIRING)

... as well as advising on the adequacy, effectiveness and efficiency of systems, controls and ... Work in a team environment on various audit, accounting or finance projects and tasks. * Perform ...

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Financial Advisor Intern information

See Appleton, WI salary details

$11

$19

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How much do financial advisor intern jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for financial advisor intern in Appleton, WI is $19.37, according to ZipRecruiter salary data. Most workers in this role earn between $16.63 and $21.83 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 Appleton, WI?

The most popular types of Financial Advisor jobs in Appleton, WI are:

What are popular job titles related to Financial Advisor Intern jobs in Appleton, WI?

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

What job categories do people searching Financial Advisor Intern jobs in Appleton, WI look for?

The top searched job categories for Financial Advisor Intern jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Financial Advisor Intern jobs?

Cities near Appleton, WI with the most Financial Advisor Intern job openings:

Infographic showing various Financial Advisor Intern job openings in Appleton, WI as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $39,613 per year, or $19 per hour.

Internal Audit Intern

US Venture, Inc.

Appleton, WI • On-site

Full-time

Re-posted yesterday


U.S. Venture rating

8.2

Company rating: 8.2 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

92nd of 426 rated retail wholesalers


Job description

POSITION SUMMARY
We are looking for an Internal Audit Intern for our Summer 2027 internship program! The U.S. Venture Internal Audit Intern will be responsible for performing independent and objective evaluations of internal control processes, as well as advising on the adequacy, effectiveness and efficiency of systems, controls and operations.
U.S. Venture's Internship Program runs May - August 2027. Dates may vary based on individual class schedules. This position is located at our Corporate Office in Appleton, WI.
JOB RESPONSIBILITIES
  • Assist in the testing of internal controls and document findings and observations in the departmental electronic work paper repository.

  • Assist in updating and/or the preparation of process narratives and/or process flows for key business processes and identify risks and controls within these processes.

  • Work in a team environment on various audit, accounting or finance projects and tasks.

  • Perform testing of Compliance Committee areas of focus to determine adequacy and timeliness of action steps.

  • Assist with annual fiscal year-end Deloitte audit procedures.

QUALIFICATIONS
  • Pursuing a degree in Accounting or Finance
  • Familiarity with Microsoft Office applications such as Access, Excel, Outlook and Word.
  • Experience with Internal Audits and/or Internal Controls a plus.
  • Strong relationship building skills and comfort working with others.

DIVISION:
Corporate
U.S. Venture will not offer sponsorship for employment status (including, but not limited to, H-1B, TN, E-3, F1, CPT, OPT, STEM OPT, visa status and other employment-based nonimmigrant visas) for this position. Accordingly, all applicants must be currently authorized to work in the United States on a full-time basis and must not require U.S. Venture's sponsorship to continue to work legally in the United States. In general, U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residency except when there is a specific business need.
U.S. Venture will not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed recruitment Master Service Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, U.S. Venture shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of U.S. Venture.
U.S. Venture, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender, gender identity or expression, marital status, age, national origin, disability, veteran status, genetic information, or other protected characteristic. If you need assistance or an accommodation due to a disability, you may call Human Resources at (920) 739-6101.
99-00-812-0000

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