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Financial Advisor Internship Jobs in Indiana (NOW HIRING)

SYM Financial Advisors

2027 Summer Intern

Winona Lake, IN · On-site

$16.25 - $21.50/hr

Internships - SYM Financial Advisors - What does this role entail? Interns at SYM will go beyond observation - they will participate in meaningful projects, client-facing exposure, and skill-building ...

SYM Financial Advisors

2027 Summer Intern

Winona Lake, IN · On-site

$16.25 - $21.50/hr

Internships - SYM Financial Advisors - What does this role entail? Interns at SYM will go beyond observation - they will participate in meaningful projects, client-facing exposure, and skill-building ...

SYM Financial Corporation

2027 Summer Intern

Winona Lake, IN · On-site

$16.25 - $21.50/hr

Internships - SYM Financial Advisors - What does this role entail? Interns at SYM will go beyond observation - they will participate in meaningful projects, client-facing exposure, and skill-building ...

SYM Financial Corporation

2027 Summer Intern

Winona Lake, IN · On-site

$16.25 - $21.50/hr

Internships - SYM Financial Advisors - What does this role entail? Interns at SYM will go beyond observation - they will participate in meaningful projects, client-facing exposure, and skill-building ...

KeyBank

$23/hr

Interns will engage in impactful work, receive ongoing feedback and coaching, and participate in ... Partner with a KIS Private Client Advisor to gain hands-on experience. * Participate in client ...

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All JobsFinancial Advisor JobsFinancial Advisor Internship JobsFinancial Advisor Internship Jobs in Indiana

Financial Advisor Internship information

See Indiana salary details

$34.3K

$97.2K

$137K

How much do financial advisor internship jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial advisor internship in Indiana is $97,187.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,400.00 and $124,700.00 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 Indiana?

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

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

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

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

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

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

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

Financial Advisor Internship jobs near you
Infographic showing various Financial Advisor Internship job openings in Indiana as of August 2026, with employment types broken down into 71% Full Time, and 29% Part Time. Highlights an 100% In-person job distribution, with an average salary of $97,187 per year, or $46.7 per hour.

2027 Summer Intern

SYM Financial Advisors

Winona Lake, IN • On-site

$16.25 - $21.50/hr

Full-time, Temporary, Internship

Posted 5 days ago

Job description

Who is SYM?
SYM Financial Advisors is an independent Registered Investment Advisory (RIA) firm that delivers client focused investment and financial planning solutions. SYM serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We are seeking a responsive, motivated, and detail-oriented team player to join our firm for the summer. We are excited to offer a 13-week rotational internship program designed to give students an inside look at the wealth management profession and the many teams that make SYM thrive. Interns will rotate through multiple departments - including Qualified Retirement Plan Services, Financial Planning, Financial Advising, Client Service, Human Resources, Marketing, IT, Accounting, Compliance regulated by the SEC, Investments, and Trading - gaining a holistic understanding of the financial advisory industry.
Internship opportunities are available at our offices in:
  • Winona Lake, Indiana (headquarters)
  • Fort Wayne, Indiana
  • Indianapolis, Indiana
  • Mishawaka, Indiana
  • Midland, Michigan

To learn more about our company and the internship, visit these links:
  • SYM. Who We Are.
  • Internships - SYM Financial Advisors -

What does this role entail?
Interns at SYM will go beyond observation - they will participate in meaningful projects, client-facing exposure, and skill-building opportunities. Throughout the internship you can expect to:
  • Work 40 hours/week on-site
  • Rotate through key departments to learn how each area contributes to the client experience and firm operations
  • Job shadow advisors and team members, including the opportunity to attend select client meetings
  • Assist with meeting documentation, supporting the creation of advisor meeting notes that serve as a vital part of client recordkeeping
  • Engage in mock investment portfolio competition, collaborating with peers to research, select, and monitor individual securities
  • Complete a capstone project, acting as a financial advisor in a mock scenario to demonstrate the skills you've developed throughout the summer
  • Participate in a StrengthsFinder workshop to better understand your professional and personal strengths and how to apply them in a team setting

This program is designed to provide interns with a well-rounded experience that blends technical knowledge, interpersonal development, and professional growth.
Requirements
What are we looking for?
Must Haves:
Successful candidates for this program are curious, motivated, and eager to learn about financial services. While no prior industry experience is required, we are looking for students who demonstrate:
  • Academic Standing: College sophomores and juniors currently enrolled in an undergraduate program with a 3.0 GPA or higher (Finance, Accounting, Business, Economics, Financial Planning, or related field preferred)
  • Analytical Mindset: ability to think critically, analyze data, and solve problems.
  • Strong Communication Skills: Clear and professional verbal and written communication skills, with the ability to interact comfortably in team and client-facing situations
  • Attention to Detail: organized, accurate, and conscientious when handling information
  • Team-Oriented: willingness to collaborate, contribute, and learn from colleagues across different departments alongside the other interns
  • Adaptability: open to new challenges and able to adjust quickly in a dynamic, professional environment
  • Professionalism & Integrity: a high level of responsibility, confidentiality, and respect for clients and colleagues

What's in it for you?
  • Interns will be paid an hourly wage, to be determined during the onset of the program
  • Client-facing experience
  • Professional development through the StrengthsFinder workshop and mentorship from experienced advisors and planners
  • Potential advancement opportunities - interns who excel may be invited to return for a Phase 2 internship the following summer to provide a deeper focus within either the Financial Advising or Investment Planning team
  • Pathway to full-time employment. While not guaranteed, interns who demonstrate strong skills and cultural fit may be considered for a future full-time position after graduation, depending on firm needs

Apply