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Financial Advisor Intern Jobs in New Rochelle, NY

Rethink Food

Finance Intern

Manhattan, NY · On-site

$20/hr

Chief Financial Officer FLSA Status: Non-Exempt Employment Status: Internship Hours: Max 20 Hours ... peer advisement, all staff meetings, and workshops led by the Rethink Team. This internship ...

Sony

Intern, Financial Planning & Analysis

Bronx, NY · On-site

$18/hr

Join Sony Music Publishing and the FP&A team as an Intern. Develop skills in finance/ accounting ... Please also be advised that we never request personal identifying information (such as Social ...

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

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

Nutley, NJ · On-site

$20 - $23.75/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

Fair Lawn, NJ · On-site

$20 - $23.75/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 ...

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All JobsFinancial Advisor Intern JobsFinancial Advisor Intern Jobs in New Rochelle, NY

Financial Advisor Intern information

See New Rochelle, NY salary details

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How much do financial advisor intern jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for financial advisor intern in New Rochelle, NY is $20.43, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $23.03 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 New Rochelle, NY?

The most popular types of Financial Advisor jobs in New Rochelle, NY are:

What are popular job titles related to Financial Advisor Intern jobs in New Rochelle, NY?

For Financial Advisor Intern jobs in New Rochelle, NY, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Intern jobs in New Rochelle, NY look for?

The top searched job categories for Financial Advisor Intern jobs in New Rochelle, NY are:

What cities near New Rochelle, NY are hiring for Financial Advisor Intern jobs?

Cities near New Rochelle, NY with the most Financial Advisor Intern job openings:

Financial Advisor Intern jobs near you
Infographic showing various Financial Advisor Intern job openings in New Rochelle, NY as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $42,499 per year, or $20.4 per hour.

Intern - Midtown, NY

Janney Montgomery Scott LLC

New York, NY • On-site

$17/hr

Full-time, Internship

Re-posted 11 days ago

Job description

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.
The Business Development Intern will gain hands-on experience in the client acquisition side of a wealth management practice. Working alongside Financial Advisors and the business development team, the intern will learn how to identify prospective clients, build relationships, generate new business opportunities, and support the firm's growth initiatives through proactive outreach and marketing efforts.
GOALS AND OBJECTIVES OF THE INTERNSHIP:
  • Develop an understanding of the wealth management sales process, from prospecting through client onboarding.
  • Learn effective business development strategies, including cold calling, email outreach, networking, and referral generation.
  • Conduct research to identify qualified prospective clients, centers of influence, and strategic referral partners.
  • Assist Financial Advisors with maintaining and expanding prospect pipelines using CRM systems.
  • Build confidence in making outbound calls to schedule introductory meetings and qualify prospective clients.
  • Develop communication and relationship-building skills through client and prospect interactions.
  • Learn how advisors position their value proposition and differentiate their services in the marketplace.
  • Assist with seminar, webinar, and marketing event preparation to support business development initiatives.
  • Gain exposure to financial planning and investment advisory services to better understand client needs and advisor recommendations.
  • Learn how marketing, client service, and operations work together to support advisor growth and long-term client relationships.

REQUIREMENTS:
  • Pursuing a BS/BA degree; rising junior, senior preferred.
  • Strong interest in sales, business development, financial services, or wealth management.
  • Comfortable speaking with new people and making outbound prospecting calls.
  • Excellent verbal and written communication skills with strong interpersonal abilities.
  • Self-motivated, competitive, and goal-oriented with a positive attitude.
  • Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.
  • High level of professionalism, initiative, and attention to detail.
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint); CRM experience is a plus.
  • Ability to build rapport, establish relationships, and communicate effectively with clients and prospects.
  • Previous experience in sales, customer service, fundraising, or business development is a plus, but not required.

This position is a fall internship where you will need to be able to work out of our New York (Midtown) office.
Why work for us?
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
The compensation package for this position consists of a base salary, The salary range for this position will be $17.00.Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.

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