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Financial Advisor Intern Jobs (NOW HIRING)

Hantz Group

Planning Analyst - Intern

Marquette, MI

$15 - $19.50/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 ...

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Financial Advisor Intern information

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How much do financial advisor intern jobs pay per hour?

As of Jun 23, 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.

How much do financial advisor interns make?

Financial advisor interns typically earn between $15 and $25 per hour, depending on the company, location, and their level of education. Internships often provide valuable experience in financial analysis, client communication, and industry tools like CRM software, which can influence compensation. Some internships may be unpaid or offer stipends, especially at smaller firms or in competitive markets.

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.

Are there internships for financial advisors?

Yes, there are internships available for aspiring financial advisors that provide hands-on experience in financial planning, client service, and investment analysis. These internships often require strong communication skills and may lead to full-time positions or certifications such as the Series 7 or CFP. They are typically offered by financial firms, banks, and advisory companies during summer or academic breaks.

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 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.

Is $200,000 enough to work with a financial advisor?

For a Financial Advisor Intern, $200,000 is typically more than enough to start working with a financial advisor, as clients often seek advice for portfolios of varying sizes. The minimum investment amount can vary depending on the advisor and services offered, but many advisors work with clients who have smaller or larger assets. Interns usually focus on learning financial planning and client interaction rather than managing large portfolios directly.

What would a financial advisor intern do?

A financial advisor intern assists with client meetings, conducts research on investment options, prepares financial plans, and supports advisors with administrative tasks. They often gain experience using financial planning software and develop skills in financial analysis and communication. The internship provides exposure to the financial advisory environment and industry practices.

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 June 2026, with employment types broken down into 7% As Needed, 86% Full Time, and 7% Part Time. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $41,299 per year, or $19.9 per hour.

Sales Advisor

Banderman Financial Group

Saint Louis, MO

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 19 days ago

Job description

Benefits:
  • 401(k)
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

At The Banderman Group, we are guided by a strong foundation of faith, fun, family, growth, grit, and gratitude. Our passion is centered on improving lives, protecting dreams, and building meaningful legacies. Our mission is to help people define, build, and truly enjoy their lives, because while financial planning can be complex, we believe it should never feel overwhelming. We walk alongside our clients, navigating challenges and seizing opportunities together, all while fostering a culture where values, purpose, and growth come together.
Our thriving office is located at: 10805 Sunset Office Dr, Suite 100, Sunset Hills, MO 63127. Team members are expected to be in the office most days each week for hands-on training and support.
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders:
Matt Banderman - Managing Director:
  • What a Journey: Rising from intern in college to Managing Director, Matt's journey at Northwestern Mutual is a testament to dedication and excellence.
  • Top-Tier Financial Expertise: With over 20 years of experience, Matt boasts thirteen Million Dollar Roundtable qualifications, ranking among the world's top advisors.
  • Family & Sports: Beyond finance, Matt is a dedicated father of two daughters and a son, sharing his passion for sports and personal development.
  • Diversity Champion: Committed to diversity and community impact, Matt serves on influential boards, shaping an inclusive office of thriving professionals.
Tom Simon - Financial Advisor:
  • Background: Played golf at Mizzou, now a scratch golfer.
  • Passions: Building his own team, winning charity golf tourneys, and being a dad.
  • Secret Weapon: A knack for leading with vision and commitment to growth.
  • Time with our team: 12+ years.
Alan Metzger - Financial Advisor:
  • Background: Former Accountant for a construction company, with 16 years of experience before joining Northwestern Mutual.
  • Personal Passions: Avid sports fan (baseball, basketball, football), enjoys golfing, pickleball, racquetball, and snow skiing, and watching his three kids activities in dance, football, and basketball.
  • Time with our Team: 10 years as a Financial Advisor, with 25 years as a client.
Claudia Zimny - Recruiter:
  • Background: Business Management graduate from UMSL, with recruiting experience since 2023.
  • Community and Hobbies: Loves the outdoors, active in her church, enjoys reading, and spending time with her family in St. Louis.
  • Time with our Team: Joined in 2024.
Learn more about The Banderman Group by following these links: https://www.linkedin.com/in/matthew-banderman-clf-08757578/ https://www.facebook.com/NorthwesternMutualSaintLouis

About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
  • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
  • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
  • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
  • Education: A bachelor's degree is preferred.
  • Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
  • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
  • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
  • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
  • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matthew Banderman is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.