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Financial Advisor Internship Jobs in Boca Raton, FL

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Financial Advisor Internship information

See Boca Raton, FL salary details

$34.3K

$97.3K

$137.1K

How much do financial advisor internship jobs pay per year?

As of Aug 11, 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 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.

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 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.
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:
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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:
Financial Advisor Internship jobs near you
Infographic showing various Financial Advisor Internship job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $97,261 per year, or $46.8 per hour.

Investment Associate (Financial Services)

Hennion & Walsh Inc

Boca Raton, FL • On-site

$30K - $61K/yr

Full-time

Medical, Dental, Retirement

Re-posted 3 days ago

Job description


Position Overview

Hennion & Walsh is seeking ambitious, motivated, and career-driven individuals to join our Investment Associate Career Development Program. This paid 18-month training program is designed for individuals looking to launch a long-term career in financial services and become licensed Financial Advisors.

As an Investment Associate, you will receive hands-on training, mentorship, and financial support while preparing for the FINRA licensing exams required to become a Financial Advisor. We pay you while you study and continue to provide training, mentorship, and career development once licensed.

Unlike many entry-level financial services roles, this program offers a structured path for growth with ongoing support, mentorship from experienced advisors, and the opportunity to build a long-term career within a growing investment firm. This role is ideal for individuals with an entrepreneurial mindset, strong communication skills, and a desire to help clients work toward their financial goals.

Position Key Responsibilities
  • Participate in the firm’s Financial Advisor training and licensing program
  • Study for and complete FINRA licensing examinations with firm support
  • Learn investment products, financial markets, and wealth management strategies
  • Develop communication and relationship-building skills through advisor mentorship
  • Assist in building and maintaining client relationships
  • Collaborate with advisors and internal teams in a fast-paced financial services environment
Position Must Haves
  • Bachelor’s Degree required
  • Strong communication and interpersonal skills
  • Goal-oriented, motivated, and coachable mindset
  • Professional work ethic and strong attention to detail
  • Ability to multitask and work in a fast-paced environment
  • Excellent organizational and time management skills
  • Interest in financial markets, investing, and wealth management
Position Preferences (if applicable)
  • Prior internship, sales, finance, or customer service experience
  • Entrepreneurial mindset with an interest in business development
  • Interest in pursuing a long-term career as a Financial Advisor
Benefits
  • Competitive base compensation plus variable compensation opportunities
  • Paid training and licensing support
  • Mentorship and professional development programs
  • Full medical and dental benefits
  • 401(k) plan with company match
  • Open and supportive team-based environment
  • Career growth opportunities within a growing financial services firm



The base salary range for this trainee position is $30,000.00-61,000.00 per year, plus variable compensation. Please note this role requires in-person attendance.

Placement in the range will vary based on performance throughout the training period.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position includes variable compensation and benefits including health benefits and 401(k) plan.