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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

Web Development Intern

Topeka, KS · On-site

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

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Financial Advisor Intern information

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How much do financial advisor intern jobs pay per hour?

As of Aug 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.

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.

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Financial Advisor Intern jobs near you
Infographic showing various Financial Advisor Intern job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $41,299 per year, or $19.9 per hour.

Financial Advisor with Business Development Focus

Northwestern Mutual - San Francisco

San Francisco, CA • On-site

$81K - $115K/yr

Full-time

Medical, Dental, Vision

Posted 7 days ago

Job description

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

Transition Your Business Development Skills into a Career in Financial Services with Northwestern Mutual - San Francisco!

Your ability to build relationships, understand client needs, and deliver tailored solutions could make you an ideal fit for a rewarding career in financial services. We are seeking business development and client-facing professionals with backgrounds in industries such as insurance, auto, advertising, pharmaceuticals, medical equipment, logistics, real estate, industrial equipment, or media.
  • Leverage Your Client-Facing Expertise: Your background in business development or consulting has given you strong communication and negotiation skills. In financial services, you could use those same strengths to educate clients, guide decision-making, and build long-term trust.
  • Build Meaningful Relationships: Just as you’ve cultivated strong client partnerships in your previous roles, this career could offer the opportunity to create lifelong connections while supporting clients through every stage of their financial journey.
  • See the Impact of Your Work: In business development, you’ve helped organizations and individuals achieve growth. In this role, you could see the direct impact of your guidance as families and communities gain lasting financial security.
  • Unlock Unlimited Earning Potential: A career in financial services could provide significant earning opportunities, along with a clear path for professional growth and leadership.
Our thriving office is located at: 555 Mission St. Floor 16, San Francisco, CA 94105
Meet Our Local Team:
Giordano Salvetti – Financial Advisor/Growth & Development Director:
  • Time with NM: 5 years.
  • Prior Experience: Graduated from Sonoma State University with a degree in Economics. Worked as a representative, selling wine and spirits, and has experience as an intern.
  • Passionate About: Second-generation San Francisco native from the North Beach neighborhood. Loyal fan of the 49ers, Giants, and Warriors. Enjoys family time in Lodi, golf trips with friends, and time with his cat Bonnie and fiancée, whom he met at NM.
Chris Andrews – Private Wealth Advisor:
  • Time with NM: 18 years.
  • Prior Experience: Stanford graduate and former healthcare consultant before launching his NM practice in 2007.
  • Passionate About: Lives in Menlo Park with his wife, their children, and labradoodle Nugget. Enjoys supporting his kids in theater and sports, attending Stanford tailgates, wine tasting, traveling, and weekend getaways.
Christopher Welton, MBA, CFP – Wealth Management Advisor:
  • Time with NM: 13 years.
  • Prior Experience: Founded and sold an online children’s party rental company. Held leadership roles in product management at startups, including idealab and Oversee.net. Then began a career in investment banking.
  • Passionate About: Lives in the SF Bay Area with his wife, Rosa. Loves cooking, hiking in the redwoods, and hosting friends. Earned a Political Science degree from Amherst College and an MBA in Strategy and Finance from UCLA Anderson.
Doug Turner – Financial Advisor:
  • Time with NM: 5 years.
  • Prior Experience: Brings a wealth of experience in entertainment marketing and large-scale events, having held senior leadership roles overseeing special projects, brand partnerships, and experiential campaigns for major media, lifestyle, and financial brands.
  • Passionate About: Native of the East Coast and Northwestern University graduate. Has lived in Japan and the UK, traveled extensively with his family, and enjoys Thursday trivia nights.
Michael Byrne – Managing Partner:
  • Time with NM: 18 years.
  • Prior Experience: Started at Northwestern Mutual as a college intern while attending Maryville University of St. Louis, later serving as Field Director, Assistant Regional Manager, and ultimately being appointed Managing Partner.
  • Passionate About: Lives with his wife and their three children, and three King Charles Cavaliers—Ruby, Henry, and Quincy. Enjoys spending time at home and in Tahoe with his family, attending Giants games, and taking motorcycle trips across the country with friends.
Position Responsibilities:
  • Educate clients on financial planning and insurance options.
  • Provide excellent customer service and build lasting relationships.
  • Collaborate with a local supportive team.
Position Requirements:
  • Strong communication and interpersonal skills.
  • Goal-oriented with a desire to succeed.
  • Life insurance license and FINRA certifications (or willingness to obtain).
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.
  • Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
  • 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. Michael Byrne is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.