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Financial Advisor Internship information

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$26.9K

$76.3K

$107.6K

How much do financial advisor internship jobs pay per year?

As of Aug 23, 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:

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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 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $76,324 per year, or $36.7 per hour.

Financial Advisor Intern - Ataraxis Wealth Management

The Job Sauce

Clearwater, FL โ€ข On-site

$16.25 - $21.50/hr

Full-time

Medical, Life

Re-posted 7 days ago

Job description

Ataraxis Wealth Management, a subsidiary of Northwestern Mutual (17757 US Hwy 19 N, Clearwater, FL 33764) is hiring for Spring 2026 and Summer 2026 Internship Programs!
Northwestern Mutual is one of Fortune World's Most Admired Companies with more than 5 million clients.
  • Fortune 500: #110 (2024)
  • Top 100 Internship Programs, Yello x WayUp (2024)
  • Unsurpassed financial strength with total company assets of $378 billion

Our internship program is dedicated to the success, both personally and professionally, of students. The Northwestern Mutual internship continues to be one of the best internships in America. For 25 years, it has ranked among the Top 25 internships among all industries and non-profits. Ataraxis Wealth Management builds on this program with a more modern take on financial advising.
Check out our Day in the Life Video: https://www.youtube.com/watch?v=RNsSN9GwyPg
Financial Representatives Interns are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, have the unique opportunity to build a financial planning practice while engaging local and nationwide experts, selling exclusive financial products, and having the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Our internship creates the perfect path to leadership, as 57% of our senior leaders began their careers in this internship program.
Our internship program mimics our full-time Financial Advisor career, allowing you to:
  • Learn how to prospect and network to build your business and client base
  • Develop and execute on a business strategy
  • Call on potential clients and set meetings to understand their financial goals
  • Prepare plans and offer useful recommendations
  • Gain exposure to proprietary planning software platforms
  • Engage in weekly coaching, training, and development meetings
  • Get licensed with your Life, Accident, and Health insurance license
  • Build life skills that create future career opportunities

As an Ataraxis Wealth Management Financial Representative Intern, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFPยฎ. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
Are you a fit for this internship?
  • Full-time student; juniors and seniors preferred
  • Entrepreneurial ambitions and curiosity for sales
  • Highly involved on campus (leader, athlete, campus orgs, student government, etc.)
  • Excellent time-management skills
  • Interest in financial literacy and planning tools
  • Business savvy and desire to increase critical thinking abilities

Compensation & Benefits
  • Performance-based earnings and revenue
  • Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
  • Productivity Bonuses
  • Support for insurance licensing (life, health, DI, LTC)
  • Support for SIE, Series 6, Series 63 registrations (eligibility required)

About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and Financial Representative Interns are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual:
  • Fortune 500ยฎ company (June 2024)
  • Top 100 Internship Programs, Yello x WayUp (2024)
  • 5.1+ million clients and growing2
  • Unsurpassed financial strength with total company assets of $366 billion3
  • Forbes' Best Employers for Diversity (2023)
  • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)

1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2 As of December 31, 2023
3 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.

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