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Financial Advisor Internship Jobs in Florida (NOW HIRING)

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Financial Advisor Internship information

See Florida salary details

$26.9K

$76.3K

$107.6K

How much do financial advisor internship jobs pay per year?

As of Sep 1, 2026, the average yearly pay for financial advisor internship in Florida is $76,324.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,000.00 and $97,900.00 per year, depending on experience, location, and employer.

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 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 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.

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.

More about Financial Advisor Internship jobs

What are the most commonly searched types of Financial Advisor jobs in Florida?

The most popular types of Financial Advisor jobs in Florida are:

What are popular job titles related to Financial Advisor Internship jobs in Florida?

For Financial Advisor Internship jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Internship jobs in Florida look for?

The top searched job categories for Financial Advisor Internship jobs in Florida are:

What cities in Florida are hiring for Financial Advisor Internship jobs?

Cities in Florida with the most Financial Advisor Internship job openings:

Financial Advisor Internship jobs near you
Infographic showing various Financial Advisor Internship job openings in Florida as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $76,324 per year, or $36.7 per hour.

Financial Advisor

Pensacola, FL • On-site

Navy Federal Credit Union
Finance and Insurance • 10K+ employees

8.1

Company rating: 8.1 out of 10

Based on 275 frontline employees who took The Breakroom Quiz

64th of 152 rated financial services

People enjoy working here

Good employer

Paid breaks

Learn more about Navy Federal Credit Unionexternal

Full-time

Posted 4 days ago

Job description

To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms. Manages moderate dollar volume and moderate member bases.

This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. 

Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.

Our approach to careers is simple yet powerful: Make our mission your passion.

  • FORTUNE 100 Best Companies to Work For 2025
  • Yello and WayUp Top 100 Internship Programs
  • Computerworld Best Places to Work in IT
  • Newsweek Most Loved Workplaces
  • 2025 PEOPLE Companies That Care
  • Newsweek Most Trustworthy Companies in America
  • Military Times 2025 Best for Vets Employers
  • Best Companies for Latinos to Work for 2025
  • Forbes 2025 America's Best Large Employers
  • Forbes 2025 America's Best Employers for New Grads
  • Forbes 2025 America's Best Employers for Tech Workers
  • 2025 RippleMatch Campus Forward Award Winner for Overall Excellence 
  • Military.com Top Military Spouse Employers 2025 
  • 2025 Handshake Early Talent Award

From Fortune. 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.

Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.

Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.

Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.

Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.

Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

  • Proven ability to prospect and grow and established book of business
  • Ability to generate GDC based on defined thresholds within a specified period of time
  • FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
  • Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
  • Effective interpersonal, verbal, and written communications skills
  • Effective planning, organizational, time management and problem-solving skills
  • Effective skill building relationships through rapport, trust, diplomacy, and tack
  • Effective skill exercising initiative and using good judgment to make sound decisions
  • Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
  • Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
  • Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
  • Experience in business development to include market strategy, product demonstration and promoting products and services
  • Experience consulting with customers to assess their financial status and identify investment needs
  • Effective knowledge of investment and insurance products
  • Effective knowledge, to interpret industry related laws and government regulations
  • Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software
  • Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data

Desired Qualifications

  • Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
  • Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
  • Desire to pursue relevant financial services designation

Additional Information
Hours: 

  • Monday - Friday, 9:00AM - 5:30PM (Hybrid) 

Location: 

  • 820 Follin Lane, Vienna, VA 22180
  • 5510 Heritage Oaks Dr. Pensacola, FL 32526 
  • 141 Security Drive, Winchester, VA 22602

Total Cash Compensation:

  • Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive 
  • Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
  • Conducts local seminars and member engagement events to grow book of business
  • Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity
  • Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products
  • Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations
  • Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings
  • Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures
  • Establish, maintain, and develop business relationships with members and internal/external sources
  • Execute customer and broker purchase/sales orders of securities for current/new clients
  • Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business
  • Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment
  • Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions
  • Monitor, track and report performance of individual sales plans and assigned strategies for leadership
  • Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies
  • Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits
  • Perform other duties as assigned or appropriate
Navy Federal Credit Union logo

About Navy Federal Credit Union

Sourced by ZipRecruiter

Navy Federal Credit Union, based in Vienna, Virginia, United States, is a significant player in the financial services industry. Their official website is navyfederal.org. With its roots dating back to 1933, it was initially established to provide credit to Navy members. Over the years, Navy Federal has magnified its scope, evolving into a full-service credit union serving all branches of the military, the Department of Defense, veterans, and their families. The company’s core values include integrity, service, education, and leadership. Navy Federal aims to be the most preferred and trusted financial institution serving the military and their families.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Vienna, VA, US

Year founded

1933

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Benefits

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