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Financial Advisor Intern Jobs in Roxbury Crossing, MA

Allworth Financial

Associate Advisor

Lynnfield, MA · On-site

$75K - $90K/yr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are ...

New

CVS Health

Pharmacy Intern

North Easton, MA · On-site

$20.50 - $24.25/hr

Millions of times a day, we help people on their path to better health -from advising on ... financial well‐being of colleagues. Depending on hours worked and eligibility, the benefits for ...

CVS Health

Pharmacy Intern

North Easton, MA · On-site

$20.50 - $24.25/hr

Millions of times a day, we help people on their path to better health from advising on ... financial well?being of colleagues. Depending on hours worked and eligibility, the benefits for ...

CVS Health

Pharmacy Intern

North Easton, MA

$20.50 - $24.25/hr

Millions of times a day, we help people on their path to better health -from advising on ... financial well‐being of colleagues. Depending on hours worked and eligibility, the benefits for ...

CVS Health

Pharmacy Intern

Medfield, MA · On-site

$20.50 - $24.25/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 ...

CVS Health

Pharmacy Intern

Boston, MA · On-site

$20.50 - $24.25/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 ...

CVS Health

Pharmacy Intern

Allston, MA

$20.50 - $42/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 ...

CVS Health

Pharmacy Intern

Dracut, MA

$20.50 - $24.25/hr

Millions of times a day, we help people on their path to better health -from advising on ... financial well-being of colleagues. Depending on hours worked and eligibility, the benefits for ...

Oak St. Health

Pharmacy Intern

Lynn, MA · On-site

$20.50 - $24.25/hr

Millions of times a day, we help people on their path to better health - from advising on ... financial well-being of colleagues. Depending on hours worked and eligibility, the benefits for ...

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All JobsFinancial Advisor Intern JobsFinancial Advisor Intern Jobs in Roxbury Crossing, MA

Financial Advisor Intern information

See Roxbury Crossing, MA salary details

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How much do financial advisor intern jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for financial advisor intern in Roxbury Crossing, MA is $21.56, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $24.28 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 job categories do people searching Financial Advisor Intern jobs in Roxbury Crossing, MA look for?

The top searched job categories for Financial Advisor Intern jobs in Roxbury Crossing, MA are:

What cities near Roxbury Crossing, MA are hiring for Financial Advisor Intern jobs?

Cities near Roxbury Crossing, MA with the most Financial Advisor Intern job openings:

Financial Advisor Intern jobs near you
Infographic showing various Financial Advisor Intern job openings in Roxbury Crossing, MA 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 $44,836 per year, or $21.6 per hour.

Associate Advisor

Allworth Financial

Lynnfield, MA • On-site

$75K - $90K/yr

Full-time, Part-time

Medical, Dental, Vision, Retirement, PTO

Posted 3 days ago

New

Job description

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.
SUMMARY
The Associate Advisor plays a critical role in supporting Financial Advisors and the broader planning team by delivering high-quality financial planning, client service, and analytical support. This role is designed for an early-career advisor who is building technical expertise, client-facing skills, and a strong understanding of Allworth Financial's planning philosophy and business model, with a long-term path toward becoming a Lead Advisor.
KEY RESPONSIBILITIES
  • Support Financial Advisors in the preparation, development, and implementation of comprehensive financial plans for clients
  • Participate in client meetings by shadowing and, over time, actively contributing to discussions and follow-ups
  • Conduct financial analysis, research, and casework related to investments, retirement planning, tax strategies, estate planning, and risk management
  • Prepare client-facing materials, meeting summaries, and plan updates
  • Assist with ongoing client communication and service requests in a timely, professional manner
  • Collaborate with internal teams (planning, operations, investment management, and client service) to deliver a seamless client experience
  • Gain exposure to Allworth Financial's full business model through cross-functional learning and shadowing opportunities
  • Attend firm-sponsored meetings, workshops, and training sessions
  • Actively pursue professional development, including progress toward CFP® certification

REQUIREMENTS & QUALIFICATIONS
  • Bachelor's degree in Finance, Economics, Business, or a related field
  • Progress toward or strong interest in obtaining the CFP® designation
  • Strong analytical, organizational, and problem-solving skills
  • Excellent written and verbal communication skills
  • Ability to manage multiple priorities in a fast-paced, client-focused environment
  • Demonstrated initiative, curiosity, and desire to grow as a financial advisor
  • Ability to work both independently and collaboratively within a team
  • Proficiency or ability to quickly learn financial planning software and internal systems

PHYSICAL REQUIREMENTS
  • Prolonged periods of sitting and working at a computer
  • Ability to attend in-person meetings and events as required

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Pay range of $75k -90k
BENEFITS
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
  • Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
  • Dental insurance with MetLife
  • Vision insurance with VSP
  • Optional supplemental benefits
  • Healthcare savings accounts with company contribution
  • Flexible spending accounts
  • Flexible working arrangements
  • Generous 401K contributions
  • Exempt associates qualify for our flexible paid time off policy
  • Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
  • 11 Paid Holidays
  • Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
  • Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
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