Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep ... As a Financial Advisor at Northwestern Mutual, you will be part of a team that helps individuals ...
Quick apply
Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep ... As a Financial Advisor at Northwestern Mutual, you will be part of a team that helps individuals ...
Investment Associate (Financial Services)
Boca Raton, FL ยท On-site
$30K/yr
Prior internship, sales, ๏ฌnance, or customer service experience * Entrepreneurial mindset with an interest in business development * Interest in pursuing a long-term career as a Financial Advisor ...
Quick apply
Investment Associate (Financial Services)
Boca Raton, FL ยท On-site
$30K/yr
Prior internship, sales, ๏ฌnance, or customer service experience * Entrepreneurial mindset with an interest in business development * Interest in pursuing a long-term career as a Financial Advisor ...
Started as a Financial Advisor for the first 10 years, then transitioned to Managing Director for ... Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep ...
Quick apply
Started as a Financial Advisor for the first 10 years, then transitioned to Managing Director for ... Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
Financial Advisor Internship information
See Boca Raton, FL salary details
$34.3K - $43.6K
3% of jobs
$43.6K - $53K
3% of jobs
$53K - $62.3K
10% of jobs
$62.3K - $71.7K
9% of jobs
$71.9K is the 25th percentile. Wages below this are outliers.
$71.7K - $81K
11% of jobs
$81K - $90.4K
8% of jobs
The median wage is $96.5K / yr.
$90.4K - $99.7K
11% of jobs
$99.7K - $109.1K
10% of jobs
$109.1K - $118.4K
10% of jobs
$120.8K is the 75th percentile. Wages above this are outliers.
$118.4K - $127.8K
8% of jobs
$127.8K - $137.1K
19% of jobs
$34.3K
$97.3K
$137.1K
How much do financial advisor internship jobs pay per year?
As of Sep 2, 2026, the average yearly pay for financial advisor internship in Boca Raton, FL is $97,261.00, 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?
| Aspect | Financial Advisor Internship | Financial Planner |
|---|---|---|
| Credentials | Typically pursuing or recent graduate, no certification required | Certified Financial Planner (CFP) or similar certifications often required |
| Work Environment | Internship programs, training settings, financial firms | Independent or firm-based advisory practice, client-facing roles |
| Industry Usage | Entry-level, training position within financial services | Professional 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 Boca Raton, FL?
The most popular types of Financial Advisor jobs in Boca Raton, FL are:
What are popular job titles related to Financial Advisor Internship jobs in Boca Raton, FL?
For Financial Advisor Internship jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Internship jobs in Boca Raton, FL look for?
The top searched job categories for Financial Advisor Internship jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Financial Advisor Internship jobs?
Cities near Boca Raton, FL with the most Financial Advisor Internship job openings:
Full-time
Medical, Dental, Vision, Retirement
Posted 17 days ago
Job description
Benefits:
Ready to turn your experience into something more meaningful? We are proud to be the #1 District in the entire NM system in production, with two advisors ranked in the top 25 of all Northwestern Mutual advisors. Our passion for community support is reflected in our involvement with Alex's Lemonade Stand and various local charities, including active participation in the Palm Beach Walk to End Alzheimer’s.
Why Career Changers Could Thrive Here:
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Team:
Bill McKernan, Managing Director:
Key Responsibilities:
- 401(k)
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Ready to turn your experience into something more meaningful? We are proud to be the #1 District in the entire NM system in production, with two advisors ranked in the top 25 of all Northwestern Mutual advisors. Our passion for community support is reflected in our involvement with Alex's Lemonade Stand and various local charities, including active participation in the Palm Beach Walk to End Alzheimer’s.
Why Career Changers Could Thrive Here:
- You already have what it takes, people skills, perseverance, and a desire to make a difference.
- We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
- You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Team:
Bill McKernan, Managing Director:
- Time with NM: Since 2002.
- Previous experience: Started as a Financial Advisor for the first 10 years, then transitioned to Managing Director for the past 12 years. This was Bill’s first position after graduating from FSU, where he started with no natural market. His belief is that anyone can succeed in this business with hard work.
- Passionate about: Bill enjoys spending time with his wife Brooke and their three boys. Outside of family, he loves playing tennis, basketball, and surfing.
- Time with NM: Since 2003.
- Previous experience: Brooke began her career as a top college intern and quickly rose to become the first woman to achieve the top spot.
- Passionate about: Brooke is passionate about her family, running, travel, and volunteering, as well as spending quality time with friends.
- Quote to live by: "The only way to do great work is to love what you do."
- Time with NM: Since 2009.
- Previous experience: Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep in 2010, a College Unit Director in 2011, and a Field Director in 2013.
- Passionate about: Dave is passionate about family. He is married to Dr. Chrissie, and they have three children: Landon, Maddie, and Logan.
- Check out Dave’s mission statement: https://youtu.be/WCffeJPaRTE
Key Responsibilities:
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
- Education: Bachelor's Degree is strongly preferred or military equivalent.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.