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Financial Advisor Intern Jobs (NOW HIRING)

Hantz Group

Planning Analyst - Intern

Mount Pleasant, MI

$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

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

Bay City, MI · On-site

$14.50 - $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

Midland, MI

$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

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

Tecumseh, MI

$15.25 - $19.75/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

Saginaw, MI · 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

Traverse City, MI · On-site

$15.50 - $20/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 ...

Advisors Excel

Books Program Intern

Topeka, KS

$27K - $32K/yr

Books Program Intern Department: AE Media Solutions Reporting to: Books Program Director Location ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Advisors Excel

Books Program Intern

Topeka, KS · On-site

$30K - $35K/yr

Books Program Intern Department: AE Media Solutions Reporting to: Books Program Director Location ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Advisors Excel

Annuity Marketing Data Intern

Topeka, KS · On-site +1

Position: Annuity Marketing Data Intern Department: Annuity Marketing Reporting to: Distribution ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Advisors Excel

Annuity Marketing Data Intern

Topeka, KS · On-site +1

Position: Annuity Marketing Data Intern Department: Annuity Marketing Reporting to: Distribution ... Advisors Excel is a fast paced, innovative company that seeks to service independent 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
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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.
Planning Analyst - Intern

Planning Analyst - Intern

Hantz Group

Mount Pleasant, MI

$14.25 - $18.50/hr

Internship

Posted yesterday

Job description

Planning Analyst Intern
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what's most important for their families.
Areas of Focus:
  • Asset Management
  • Financial Planning and Retirement
  • Insurance
  • Tax Strategy and Planning
  • Cash Flow Analysis
  • Debt Strategies
  • Estate Planning
  • Property and Casualty Insurance

The Holistic Approach to Financial Planning
Hantz Group recognizes that each area of one's financial situation impacts the other and that is why we offer a holistic approach to our client's financial planning. Financial Planning is the core of our holistic approach.
As a Planning Analyst Intern, you will be integrated into the Family Office. Working closely with our Financial Advisors will broaden your knowledge about the financial services industry and the important part that Tax Planning and Insurance plays in a client's overall financial health. Our flexible working hours will allow you to gain valuable hands on experience in the field while obtaining your degree.
Essential Job Functions:
  • Work as a Liaison for Financial Advisors and Product Providers
  • Daily review of new business, for accuracy and compliance reviews then follow up with Product Providers and Financial Advisors to complete and settle transactions/ business
  • Manage a case load of communications including phone calls, and emails from Financial Advisors, and Product Providers to provide critical support in the funding process of customer accounts
  • Studying for and obtaining Property & Casualty license
  • Opportunities for growth through acquiring FINRA Securities Licenses available
  • Comply with all Industry Rules and Regulations
  • All other tasks as assigned

Education/Knowledge & Skills:
  • Pursuing a Bachelor's Degree
  • Interest in pursuing a career in financial services
  • Availability to work 20-25 hours a week
  • Strong oral and written communication skills
  • Effective time management skills and able to work independently
  • Detail oriented and strong analytical problem solving skills
  • Ability to complete industry licensing
  • Ability to use constructive criticism to positively influence work
  • Proficient in Microsoft Office

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.

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