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Financial Advisor Intern Jobs (NOW HIRING)

Advisors Excel

Web Development Intern

Topeka, KS

Position: Web Development Intern Department: Creative Services Reporting to: Web Design Art ... for financial advisor marketing websites. You'll work directly with experienced developers ...

Advisors Excel

Annuity Operations Summer Intern

Topeka, KS

$12.50 - $16.50/hr

Annuity Operations Summer Intern Department: Annuity Operations Reporting to: Annuity Operations ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Advisors Excel

Annuity Operations Summer Intern

Topeka, KS · On-site

$14.25 - $18.75/hr

Annuity Operations Summer Intern Department: Annuity Operations Reporting to: Annuity Operations ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Hantz Group

Planning Analyst Intern

Sault Sainte Marie, MI · On-site

$14.75 - $19/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... Working closely with our Financial Advisors will broaden your knowledge about the financial ...

Hantz Group

Planning Analyst - Intern

Midland, MI · On-site

$13.25 - $17.25/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... Working closely with our Financial Advisors will broaden your knowledge about the financial ...

Hantz Group

Planning Analyst - Intern

Maumee, OH · On-site

$14.50 - $18.75/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... Working closely with our Financial Advisors will broaden your knowledge about the financial ...

Hantz Group

Planning Analyst - Intern

Mount Pleasant, MI · On-site

$14.25 - $18.50/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... Working closely with our Financial Advisors will broaden your knowledge about the financial ...

Hantz Group

Planning Analyst - Intern

Traverse City, MI

$15.75 - $20.25/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... Working closely with our Financial Advisors will broaden your knowledge about the financial ...

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How much do financial advisor intern jobs pay per hour?

As of May 29, 2026, the average hourly pay for financial advisor intern in the United States is $19.86, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $22.36 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Advisor Intern, and why are they important?

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 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 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.

More about Financial Advisor Intern jobs
What cities are hiring for Financial Advisor Intern jobs? Cities with the most Financial Advisor Intern job openings:
What are the most commonly searched types of Financial Advisor jobs? The most popular types of Financial Advisor jobs are:
What states have the most Financial Advisor Intern jobs? States with the most job openings for Financial Advisor Intern jobs include:
What job categories do people searching Financial Advisor Intern jobs look for? The top searched job categories for Financial Advisor Intern jobs are:
Financial Advisor Intern jobs near you
Infographic showing various Financial Advisor Intern job openings in the United States as of May 2026, with employment types broken down into 99% Full Time, and 1% Part Time. Highlights an 73% Physical, 1% Hybrid, and 26% Remote job distribution, with an average salary of $41,299 per year, or $19.9 per hour.
Web Development Intern

Web Development Intern

Advisors Excel

Topeka, KS

Part-time, Internship

Posted 21 days ago

Job description

Position: Web Development Intern
Department: Creative Services
Reporting to: Web Design Art Director
Time: Part Time, 15-25 hours/week
Overview:

Are you looking for a fast-paced opportunity to build real-world experience in front-end web development? Our Web Experience Team is looking for an intern to help maintain, update, and support client websites across WordPress and Webflow environments.

This internship focuses on hands-on website production, front-end implementation, CMS management, QA testing, and ongoing website support for financial advisor marketing websites. You’ll work directly with experienced developers, designers, and systems specialists on live production websites used by businesses across the country.

What you’ll do:
  • Update and maintain live client websites in WordPress and Webflow
  • Implement content revisions and front-end updates on websites in production
  • Assist with responsive layout adjustments and mobile optimization
  • Support ongoing website QA testing and troubleshooting
  • Process website-related service requests through our ticketing system
  • Work with CMS content, page builders, and reusable website components
  • Assist with HTML email updates and formatting
  • Help maintain website accessibility, usability, and performance standards
  • Collect and review website analytics and performance data
  • Collaborate with developers, designers, and operations staff on ongoing projects
  • Participate in team meetings and contribute ideas for improving workflows and user experience
  • Other duties and responsibilities as assigned
Experience you’ll bring:
  • Interest in front-end web development and website technologies
  • Basic understanding of HTML and CSS
  • Familiarity with responsive web design principles
  • Strong problem-solving mindset and attention to detail
  • Ability to manage multiple tasks and meet deadlines in a fast-paced environment
  • Excellent written and verbal communication skills
  • Strong organizational and time management skills
  • Ability to work effectively both independently and as part of a team
  • Willingness to learn modern web platforms and workflows
Bonus Points:
  • Experience with WordPress or Webflow
  • Familiarity with JavaScript fundamentals
  • Experience using Figma or Relume
  • Understanding of CMS-based websites and page builders
  • Experience with website troubleshooting or QA testing
  • Personal website, GitHub, or portfolio projects
What you’ll get:
  • Hands-on experience working on hundreds of live production websites
  • Exposure to modern website workflows and front-end development tools
  • Mentorship from an experienced in-house web team
  • Access to an on-site cafĂ© and gym
  • Continuous personal and professional development opportunities
  • Recognition for hard work amp; exemplary performance
  • Employee sponsored events…and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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