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Financial Advisor Intern Jobs in Ladera Ranch, CA

CVS Health

Pharmacy Intern

Irvine, CA · On-site

$23 - $28/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 Ladera Ranch, CA

Financial Advisor Intern information

See Ladera Ranch, CA salary details

$12

$21

$28

How much do financial advisor intern jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for financial advisor intern in Ladera Ranch, CA is $21.11, according to ZipRecruiter salary data. Most workers in this role earn between $18.12 and $23.75 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 Ladera Ranch, CA?

The most popular types of Financial Advisor jobs in Ladera Ranch, CA are:

What are popular job titles related to Financial Advisor Intern jobs in Ladera Ranch, CA?

For Financial Advisor Intern jobs in Ladera Ranch, CA, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Intern jobs in Ladera Ranch, CA look for?

The top searched job categories for Financial Advisor Intern jobs in Ladera Ranch, CA are:

What cities near Ladera Ranch, CA are hiring for Financial Advisor Intern jobs?

Cities near Ladera Ranch, CA with the most Financial Advisor Intern job openings:

Financial Advisor Intern jobs near you
Infographic showing various Financial Advisor Intern job openings in Ladera Ranch, CA 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 $43,902 per year, or $21.1 per hour.

Financial Advisor with Sales Background

The Fadil Group

Irvine, CA • On-site

Full-time

Medical, Dental, Vision

Re-posted 25 days ago

Job description

Benefits:
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

At The Fadil Group of Northwestern Mutual, you’ll be joining a team committed to developing professionals who want to grow their impact through meaningful work, strong relationships, and a collaborative culture. Guided by experienced leadership and a people-first approach, the team emphasizes mentorship, accountability, and continuous development while creating an environment where individuals are supported in building successful, purpose-driven careers. The Fadil Group takes pride not only in professional growth but also in giving back, actively supporting organizations such as NEGU and Alex’s Lemonade Stand as part of their commitment to making a difference beyond the office. To get a deeper look at the team’s culture and day-to-day environment, candidates are encouraged to explore their culture video: https://www.youtube.com/watch?v=0ub8pClYJ6c. 

Our growing district office is located at: 18575 Jamboree Rd Irvine CA 92612 

A Glance at Northwestern Mutual (NM): 
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.  

Meet some of our team: 

Alex Fadil, Chief Development Officer & Managing Director: 
  • Time with NM: Since 2009 
  • Previous experience: Began his Northwestern Mutual career as an intern and has grown within the organization for 16 years, advancing into leadership through hands-on development, mentorship, and a deep understanding of the firm’s culture and growth model. 
  • Passionate about: Spending time with his family, including his wife and two children, traveling, exploring fine dining, skiing, and creating meaningful experiences with those closest to him. 
Samantha Mayer, Director of Career Development: 
  • Time with NM: Since 2023 
  • Previous experience: Built her professional foundation in the apparel licensing industry before transitioning to Northwestern Mutual, bringing strong relationship-building skills and a creative, people-focused approach to career development. 
  • Passionate about: Working out, traveling, discovering new coffee shops, spending time at the beach, snowboarding, and attending country concerts. 
About the Financial Advisor Role: 
As a Financial Advisor at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. 

Watch this video to hear about a day in the life as an Orange County Northwestern Mutual Advisor: https://www.youtube.com/watch?v=tar1BSa7Gaw 

Key Responsibilities: 
  • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
  • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
  • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. 
Qualifications: 
  • Education: Bachelor's Degree is strongly preferred or military equivalent. 
  • Experience: Previous experience in sales, financial services, insurance or business development is beneficial but not required. 
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. 
  • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). 
Benefits: 
  • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. 
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling. 
  • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. 
  • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. 
  • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. 

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alex Fadil is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.