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

First Business Bank

Investment Intern

Madison, WI · On-site

$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 ...

HyVee

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 ...

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Financial Advisor Intern information

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How much do financial advisor intern jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for financial advisor intern in Madison, WI is $20.01, 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 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 Madison, WI?

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

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

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

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

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

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

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

Financial Advisor Intern jobs near you
Infographic showing various Financial Advisor Intern job openings in Madison, WI as of August 2026, with employment types broken down into 10% Internship, 60% Full Time, 10% Part Time, and 20% Contract. Highlights an 90% In-person, and 10% Remote job distribution, with an average salary of $41,614 per year, or $20 per hour.

Intern Tax and Accounting

Compeer Financial

Prairie Du Sac, WI • Hybrid

$19 - $20/hr

Full-time, Internship

Posted 7 days ago

Compeer Financial rating

9.1

Company rating: 9.1 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

Job description

Empowered to live. Inspired to work.
Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

How we support you:

  • Hybrid model – up to 50% work from home
  • Flexible schedules including ample flexibility in the summer months
  • Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
  • Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
  • Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
  • Learning and development programs
  • Mentorship programs
  • Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
  • Professional membership/certification reimbursement and more!

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

To learn more about Compeer Financial visit www.compeer.com/careers.

CPT & Pre-Opt candidates invited to apply.

This is a paid internship; however, the intern must provide their own housing and transportation. Business related transportation and expenses will be paid by the organization. This internship requires working 24+ hours/week from January 2027 – April 2027. This internship position is open to the following Wisconsin Offices: Eau Claire, Onalaska, Dodgeville, Prairie du Sac, Sun Prairie, or Fond du Lac office location(s). If pursuing internship credit through your university, it is your responsibility to consult with your advisor and review the internship's job description to ensure it meets the minimum eligibility requirements.

The contributions you will make:

Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!

This position will learn and develop an understanding of tax return preparation, accounting processing and consulting services for our clients. Interns will experience the culture of an agricultural tax and accounting firm in a fun, educational and challenging environment which could lead to the possibility of future full-time opportunities.

A typical day:

  • Assist Tax Consultants with the input of client financial information for annual payroll filings, monthly accounting and federal and state tax
  • Work collaboratively side by side with a team of CPAs, EAs and tax/accounting professionals to produce quality financial products and services for agricultural producers.
  • Develop farm tax knowledge specific to the agricultural industry.
  • Provide administrative support such as organizing documents, scanning, printing and mailing.

The skills and experience we prefer you have:

  • Pursuing an associate or bachelor's degree in accounting, agriculture business, business administration, economics or finance.
  • Knowledge of agriculture and agricultural operations is a plus but not required.
  • Skills in using Microsoft technologies including Outlook, Word and Excel.
  • Strong attention to detail to produce highly precise and accurate work product
  • Oral and written communication skills, sufficient to exchange information effectively with department members.
  • Ability and willingness to learn Adobe and other technology.
  • Self-motivated individual driven to learn and grow.

How we will take care of you:

Actual hourly rate offered is dependent upon year in school, work experience, transferable skills, business needs and market demands. The hourly rate range is subject to change and may be modified in the future.

Base Pay
$19—$20 USD

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

Click here to view federal employment laws applicable for applicants.

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