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Financial Advisor Intern Jobs in Cold Spring Harbor, NY

ultimus

Intern, Financial Administration

Hauppauge, NY

$18 - $23.50/hr

SUMMARY The Intern, Financial Administration will mirror the responsibilities of an Associate ... Calculates standard monthly management fees and advisor waiver or reimbursements for each fund ...

Interactive Brokers

Marketing Internships 2027

Greenwich, CT · On-site

$16.75 - $22.50/hr

We serve individual investors, hedge funds, proprietary trading groups, financial advisors, and ... March 1st Schedule: Full-time, onsite, Monday through Friday The intern will translate English ...

CVS Health

Pharmacy Intern

Nesconset, NY · On-site

$20.75 - $25.25/hr

  • Dental

  • Vision

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

Hicksville, NY

$20.75 - $25.25/hr

  • Dental

  • Vision

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

Port Jefferson Station, NY

$20.75 - $25.25/hr

  • Dental

  • Vision

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

New York, NY

$20.75 - $25.25/hr

  • Dental

  • Vision

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

Hempstead, NY

$20.75 - $25.25/hr

  • Dental

  • Vision

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

Bohemia, NY

$20.75 - $25.25/hr

  • Dental

  • Vision

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

New York, NY · On-site

$20.75 - $25.25/hr

  • Dental

  • Vision

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

New York, NY · On-site

$20 - $42/hr

  • Dental

  • Vision

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 Cold Spring Harbor, NY

Financial Advisor Intern information

See Cold Spring Harbor, NY salary details

$12

$21

$27

How much do financial advisor intern jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for financial advisor intern in Cold Spring Harbor, NY is $21.01, according to ZipRecruiter salary data. Most workers in this role earn between $18.08 and $23.65 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 cities near Cold Spring Harbor, NY are hiring for Financial Advisor Intern jobs?

Cities near Cold Spring Harbor, NY with the most Financial Advisor Intern job openings:

Financial Advisor Intern jobs near you
Infographic showing various Financial Advisor Intern job openings in Cold Spring Harbor, NY as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, 1% Temporary, and 2% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $43,699 per year, or $21 per hour.

Intern, Financial Administration

ultimus

Hauppauge, NY

$18 - $23.50/hr

Internship

Re-posted 11 days ago

Job description

SUMMARY

The Intern, Financial Administration will mirror the responsibilities of an Associate Financial Administrator I and is responsible for preparing and filing quarterly mutual fund reports in compliance with SEC, IRS, and GAAP reporting regulations, analyzing fund performance, expense budgeting, and board reporting for mutual funds, ETFs, and other investment products serviced by Ultimus Fund Solutions.

KEY ACCOUNTABILITIES

  • Prepares quarterly, semi-annual, and annual financial reports for assigned funds.
  • Prepares and maintains expense budgets and accruals, as needed, based upon contractual fee schedules and fiscal year projections.
  • Prepares and processes expense payment authorizations, as needed, for fund expenses.
  • Calculates standard monthly management fees and advisor waiver or reimbursements for each fund; distributes fee authorization to the appropriate party.
  • Utilizes fund performance tracking systems to monitor and review fund performance; distributes information to clients, as needed.
  • Compiles quarterly reports utilized by Trust’s Board members.
  • Completes off-schedule projects and ad hoc reporting, when needed.

WORKING RELATIONSHIPS

  • Communication, as needed, with internal and external business partners.
  • Daily contact with the Financial Administration team regarding fund financial statements, reports, compliance, audits, etc.

May perform other duties as required and assigned.

EDUCATION AND EXPERIENCE

  • Working towards a bachelor’s degree in accounting, finance, business administration or related field.

  • Equivalent education and experience will be considered.

KNOWLEDGE

  • Financial instruments, including stocks, bonds, options, and foreign securities and derivatives.
  • Microsoft Office Suite.
  • Adobe Acrobat.

SKILLS AND ABILITIES

  • Troubleshoots issues utilizing creative and critical thinking skills.
  • Multitasking, analytical, and organizational skills.
  • Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
  • Demonstrates personal integrity, responsibility, and accountability.
  • Effectively uses resources such as time and information in conjunction with associates.
  • Participates in solving problems and making decisions.
  • Presents and expresses ideas and information, written and oral, clearly, and concisely.
  • Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
  • Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
  • Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
  • Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

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