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Financial Advisor Internship Jobs (NOW HIRING)

GoldBook Financial

Financial Advisor

La Jolla, CA · On-site

$50K - $150K/yr

... a Financial Advisor? Can you be motivated to pursue and build a career where you directly ... internship program not to this position. * Preferred but not required: a minimum of 3+ years of ...

GoldBook Financial

Financial Advisor

Costa Mesa, CA · On-site

$50K - $150K/yr

... a Financial Advisor? Can you be motivated to pursue and build a career where you directly ... internship program not to this position. * Preferred but not required: a minimum of 3+ years of ...

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Financial Advisor Internship information

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$36K

$102.1K

$144K

How much do financial advisor internship jobs pay per year?

As of Jun 28, 2026, the average yearly pay for financial advisor internship in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What types of projects or tasks do Financial Advisor Interns typically work on during their internship?

Financial Advisor Interns often assist with preparing financial plans, conducting market research, and supporting advisors in client meetings. Interns may also help analyze investment portfolios, create presentation materials, and participate in team strategy sessions. This hands-on experience allows interns to develop a strong understanding of financial products and services, while also sharpening their communication and analytical skills within a collaborative team environment.

What is the difference between Financial Advisor Internship vs Financial Planner?

AspectFinancial Advisor InternshipFinancial Planner
CredentialsTypically pursuing or recent graduate, no certification requiredCertified Financial Planner (CFP) or similar certifications often required
Work EnvironmentInternship programs, training settings, financial firmsIndependent or firm-based advisory practice, client-facing roles
Industry UsageEntry-level, training position within financial servicesProfessional advisory role, managing client portfolios

Financial Advisor Internships are entry-level positions designed for students or recent graduates gaining exposure to financial advising. Financial Planners are licensed professionals providing comprehensive financial advice to clients. Internships serve as a stepping stone toward becoming a certified financial planner or financial advisor, who actively manages client portfolios and offers tailored financial strategies.

Is $30 an hour good for an intern?

For a financial advisor internship, $30 an hour is considered above average, as many internships pay between minimum wage and $20 per hour. Interns often gain experience and may receive lower pay initially, but $30 per hour indicates a competitive rate for a paid internship in finance. Factors such as location, responsibilities, and required skills can influence pay rates for internships in this field.

What Are the Qualifications to Get a Financial Advisor Internship?

The qualifications that you need to get a financial advisor internship depend on the specific position. Some internships require you to be a recent graduate with a bachelor's degree while others are designed specifically for currently enrolled students who want to gain additional experience before entering the workforce. If you are a student, you must have excellent grades in economics, statistics, math, and finance, and you may also need recommendations from professors or supervisors. Recent graduates need a bachelor's degree in finance, economics, or a closely related field, as well as strong interpersonal skills and analytical problem-solving abilities.

What would a financial advisor intern do?

A financial advisor intern assists with client research, prepares financial reports, and supports advisors in developing investment strategies. They may also gain experience using financial planning software and learn about compliance and regulatory requirements in the finance industry.

Are there internships for financial advisors?

Yes, there are internships available for aspiring financial advisors, often offered by financial firms, banks, and investment companies. These internships typically provide hands-on experience in financial planning, client service, and investment analysis, and may require relevant coursework or certifications such as the Series 7 or Series 66 exams. They are usually structured as summer or semester programs to help develop industry skills and professional networks.

What is a Financial Advisor Internship?

A Financial Advisor Internship is a temporary position designed for students or recent graduates who are interested in pursuing a career in financial advising. Interns typically work alongside experienced financial advisors to learn about client relationship management, investment strategies, and financial planning. The internship provides hands-on experience with tasks such as preparing financial reports, conducting market research, and assisting in client meetings. This role helps interns develop industry knowledge, professional skills, and a deeper understanding of the financial services sector.

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 solid understanding of finance, economics, and investment principles, often supported by progress toward a finance or related degree. Familiarity with financial planning software, Excel, and investment research tools is typically required. Strong interpersonal skills, attention to detail, and a proactive attitude help interns effectively support clients and senior advisors. These competencies are crucial for building trust with clients, accurately analyzing data, and contributing meaningfully to advisory teams.

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 planning, client interaction, and industry tools like CRM software, which can enhance future earning potential.
More about Financial Advisor Internship jobs
What cities are hiring for Financial Advisor Internship jobs? Cities with the most Financial Advisor Internship 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 Internship jobs? States with the most job openings for Financial Advisor Internship jobs include:
What job categories do people searching Financial Advisor Internship jobs look for? The top searched job categories for Financial Advisor Internship jobs are:
Financial Advisor Internship jobs near you
Infographic showing various Financial Advisor Internship job openings in the United States as of June 2026, with employment types broken down into 2% Internship, 88% Full Time, 5% Part Time, 4% Temporary, and 1% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Financial Advisor Internship

Financial Advisor Internship

Synergy Wealth Solutions

Overland Park, KS • On-site

Full-time

Posted 10 days ago

Job description

Job Description
About Us:
At Synergy Wealth Solutions, we help individuals, families, and business owners move toward financial freedom through holistic planning, exceptional service, and strong long-term relationships. We also believe in developing future advisors early by giving them real exposure, meaningful mentorship, and the kind of environment where motivated people can grow fast.
The Role:
We are seeking a motivated, outgoing, and coachable Financial Advisor Intern who wants real-world exposure to a career in wealth management and financial planning. This full-time internship is built for someone who is energized by people, curious about business, and interested in a career that blends relationship-building, influence, and meaningful client impact.
You will gain hands-on exposure to how advisors prepare for meetings, support clients, uncover opportunities, and build a successful practice. This is more than observation-it is a front-row seat to how a planning-focused business grows.
This role is best suited for someone who is eager to learn quickly, communicates well, and wants to build confidence in a fast-moving, people-centered environment.
What You'll Do:
Advisor & Planning Exposure
Observe how advisors prepare for and participate in client meetings
Assist with financial planning preparation, data gathering, follow-up tasks, and internal coordination
Learn how holistic financial planning connects retirement, insurance, investments, and long-term goals
Support planning and service teams with project-based work that improves the client experience
Business Development Exposure
Participate in prospecting, event support, and outreach initiatives
Learn how advisors build trust, generate opportunities, and create long-term relationships
Support marketing, networking, or client appreciation efforts as needed
Professional Development
Receive mentorship from experienced advisors and firm leaders
Develop communication, professionalism, and relationship-building skills
Gain insight into the habits and disciplines that drive long-term success in financial services
What Makes You a Great Fit:
Current college student, recent graduate, or early-career professional with interest in financial services
Strong communication and interpersonal skills
Motivated, confident, curious, and eager to learn
Comfortable in a fast-paced, relationship-oriented environment
Organized, dependable, and professional
Why You'll Love It Here:
Hands-on exposure to the financial advisor career path in a full-time development environment
Mentorship from experienced advisors and firm leadership
A high-energy, team-oriented culture with meaningful growth potential
The opportunity to explore a career that combines purpose, relationships, and income opportunity
A potential pathway into a full-time advisor role after the internship

Apply