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

Compeer Financial

Intern Engineering

Sun Prairie, WI · On-site

$16.25 - $21.25/hr

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We ... with your advisor and review the internship's to ensure it meets the minimum eligibility ...

Compeer Financial

Intern Engineering

Sun Prairie, WI · Hybrid

$16.25 - $21.25/hr

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We ... with your advisor and review the internship's to ensure it meets the minimum eligibility ...

Compeer Financial

Intern Engineering

Sun Prairie, WI · Hybrid

$16.25 - $21.25/hr

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We ... with your advisor and review the internship's to ensure it meets the minimum eligibility ...

Compeer Financial

Intern Engineering

Sun Prairie, WI · On-site

$16.25 - $21.25/hr

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We ... with your advisor and review the internship's to ensure it meets the minimum eligibility ...

Compeer Financial

Intern Engineering

Sun Prairie, WI · Hybrid

$16.25 - $21.25/hr

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We ... with your advisor and review the internship's to ensure it meets the minimum eligibility ...

Compeer Financial

Intern New Markets

Sun Prairie, WI · Hybrid

$19 - $20/hr

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We ... advisor and review the internship's to ensure it meets the minimum eligibility requirements.

New

Compeer Financial

Intern New Markets

Prairie Du Sac, WI · Hybrid

$19 - $20/hr

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We ... advisor and review the internship's to ensure it meets the minimum eligibility requirements.

New

Compeer Financial

Intern Engineering

Sun Prairie, WI

$16.25 - $21.25/hr

This intern will work full-time through the Summer of 2027. The internship is located either in the ... with your advisor and review the internship's to ensure it meets the minimum eligibility ...

Compeer Financial

Intern Engineering

Sun Prairie, WI · On-site

$16.25 - $21.25/hr

This intern will work full-time through the Summer of 2027. The internship is located in the Sun ... with your advisor and review the internship's to ensure it meets the minimum eligibility ...

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All JobsFinancial Advisor Intern JobsFinancial Advisor Intern Jobs in Madison, WI

Financial Advisor Intern information

See Madison, WI salary details

$11

$20

$26

How much do financial advisor intern jobs pay per hour?

As of Aug 30, 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 Engineering

Compeer Financial

Sun Prairie, WI • On-site

$16.25 - $21.25/hr

Full-time, Internship

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 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 intern will work full-time through the Summer of 2027. The internship is located either in the Sun Prairie, WI or Bloomington, IL office location. 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:
The Engineering Intern is a temporary developmental role designed to provide students with practical experience building and operating modern digital solutions while developing the technical, professional, and business capabilities needed for a successful software engineering career. Working within a cross-functional product team and with close guidance from experienced engineers, this role contributes to well-defined software design, development, testing, automation, deployment, support, and improvement activities while learning how engineering work connects to product objectives, client needs, and business value. The Engineering Intern develops learning agility by actively seeking coaching, rapidly applying feedback and new knowledge, and responsibly exploring cloud-native, DevSecOps, automation, observability, AI-enabled tools and practices, Agentic AI patterns, and AI agents.
A typical day:
  • Own Engineering Delivery by completing well-defined engineering assignments under guidance, with attention to quality, security, reliability, maintainability, supportability, testing, documentation, and established engineering standards.
  • Develop Technical Foundations and Learning Agility by applying software engineering fundamentals while learning the team's technologies, domain concepts, and modern cloud-native, DevSecOps, automated testing, CI/CD, observability, and delivery practices.
  • Demonstrates curiosity, actively seeks coaching, experiments responsibly within established guardrails, and rapidly applies feedback and new knowledge.
  • Uses AI-enabled engineering tools and practices, Agentic AI patterns, and AI agents with appropriate supervision to accelerate learning and improve productivity and quality while validating results, protecting sensitive information, and maintaining human accountability.
  • Connect Engineering to Business Outcomes by developing an understanding of product goals, client needs, business priorities, and how assigned engineering work contributes to team objectives and meaningful business value. Begins building a trusted, value-added partner mindset by listening to comprehend, asking thoughtful questions, offering relevant observations, and reliably following through on commitments.
  • Strengthen Team Effectiveness by actively participating in Agile ceremonies, technical discussions, code reviews, testing, documentation, operational support, root-cause learning, and continuous improvement.
  • Demonstrates resilience by adapting to feedback and changing priorities, learning from mistakes and setbacks, and persisting through routine technical challenges.
  • Collaborate Across Teams by building productive and trusted working relationships with engineers, quality engineers, product managers, architects, platform engineers, UX designers, and business partners.
  • Build Personal Capability by actively seeking coaching, reflecting on experiences, rapidly applying feedback and new knowledge, sharing learning, and demonstrating accountability for growth.
  • Contributes to an inclusive, positive, and engaging environment where team members take the work seriously, enjoy working together, and recognize progress and success while preparing for potential progression into an Associate Engineer role.

The skills and experience we prefer you have:
  • Currently pursuing a Bachelor or Master's degree in Computer Science, Software Engineering, Computer Engineering, Information Technology, or a related technical discipline.
  • Completion of coursework in programming, software engineering fundamentals, algorithms, data structures, or comparable technical subjects.
  • Experience developing software through academic coursework, personal projects, hackathons, research, open-source contributions, or comparable learning experiences.
  • Demonstrated learning agility through curiosity, active feedback seeking, rapid application of new technical concepts, and adaptation of approaches to solve problems.
  • Experience with one or more modern programming languages or development frameworks.
  • Exposure to cloud-native application development concepts and one or more cloud platforms.
  • Familiarity with Git-based source control and Agile software development.
  • Exposure to automated testing, CI/CD pipelines, DevSecOps, or observability practices.
  • Ability to develop clean, maintainable, and well-tested software while working under appropriate guidance and established engineering practices.
  • Ability to analyze routine technical problems, ask effective questions, and apply foundational engineering principles to identify solutions.
  • Ability to responsibly use AI-enabled engineering tools and practices, Agentic AI patterns, and AI agents with appropriate supervision while applying critical thinking, validating outputs, protecting sensitive information, maintaining human accountability, and following engineering standards.
  • Ability to demonstrate learning agility by actively seeking and applying feedback, rapidly acquiring new knowledge, experimenting within appropriate guardrails, reflecting on outcomes, and continuously improving technical and professional capabilities.
  • Ability to communicate effectively with technical and non-technical stakeholders; listens to comprehend, asks thoughtful questions, builds trust through reliable follow-through, and begins contributing value-added observations or ideas.
  • Ability to collaborate within cross-functional product teams, incorporate feedback and diverse perspectives, and contribute to an inclusive, positive, and engaging team environment.
  • Ability to organize assigned work, adapt to changing priorities, and persist through routine ambiguity, mistakes, setbacks, and technical challenges.
  • Understanding of secure software development fundamentals, quality engineering principles, and the responsibility to protect confidential information and client data.

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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