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Financial Advisor Internship Jobs in Springfield, MA

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Financial Advisor Internship information

See Springfield, MA salary details

$35.9K

$101.8K

$143.5K

How much do financial advisor internship jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial advisor internship in Springfield, MA is $101,777.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,700.00 and $130,500.00 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 Springfield, MA?

The most popular types of Financial Advisor jobs in Springfield, MA are:

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

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The top searched job categories for Financial Advisor Internship jobs in Springfield, MA are:

What cities near Springfield, MA are hiring for Financial Advisor Internship jobs?

Cities near Springfield, MA with the most Financial Advisor Internship job openings:

Financial Advisor Internship jobs near you
Infographic showing various Financial Advisor Internship job openings in Springfield, MA as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $101,777 per year, or $48.9 per hour.

Associate Financial Planner

Grenier Financial Services

Springfield, MA • On-site

$50K - $60K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 4 days ago

Job description

Benefits:
  • 401(k)
  • Bonus based on performance
  • Opportunity for advancement
  • Paid time off
  • Training & development

About Us

We are a full-service financial planning and investment advisory firm located in downtown Springfield, MA. We help clients build wealth, prepare for retirement, manage investments, plan for education, and navigate estate planning with clarity and confidence. Our firm is growing, and we are seeking an Associate Financial Planner who is actively pursuing the CFP® designation and is ready to step into a client‑facing, relationship‑driven role with structured mentorship and a clear path toward becoming a full advisor.
This role is designed for someone who sees financial planning as a partnership, not a spreadsheet.
 
Who This Role Is Perfect For

·         Early‑career planners pursuing the CFP®
·         Individuals who enjoy client interaction and values‑based planning
·         Candidates who want to grow into a lead advisor role
·         Those who thrive in collaborative, relational environments
 
Who This Role Is Not Designed For

·         Candidates seeking financial analyst or investment research roles
·         Candidates looking for remote or hybrid work
·         Candidates without progress toward CFP® certification
 
What You’ll Do (Client‑Facing + Planning)
 
Client Meetings & Relationship Support
·         Participate in client meetings with the principal advisor
·         Help clients clarify goals, values, and priorities
·         Capture notes, prepare follow‑up tasks, and support ongoing communication
·         Maintain a warm, professional presence that reflects firm values
 
Financial Planning Development
·         Gather and organize client financial data
·         Build retirement projections, cash‑flow analyses, and risk assessments
·         Develop comprehensive financial plans using RightCapital, eMoney, or MoneyGuidePro
·         Present planning insights and support client decision‑making
 
Portfolio & Investment Support
·         Assist with portfolio reviews and allocation updates
·         Support due diligence aligned with firm philosophy
·         Help clients understand investment decisions in the context of their goals
 
Cross‑Professional Coordination
·         Communicate with attorneys and CPAs
·         Support clients through multi‑professional financial decisions
 
Operational Support
·         Maintain compliant client records
·         Assist with onboarding and workflow management
·         Contribute to process improvement
 
Qualifications

Required

·         CFP® coursework completed or in final semester
·         Actively pursuing Series 7 
·         Strong analytical and interpersonal communication skills
·         Client-facing experience (internships included)
·         Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
·         Ability to maintain confidentiality and attention to detail
·         Ability to work on-site in Springfield, MA
 
Preferred
·         Experience with financial planning software (RightCapital, eMoney, MoneyGuidePro)
·         Internship or entry-level experience in financial planning
·         State health, life, disability, and variable annuity licenses
·         Bachelor’s degree in finance or related field
 
Compensation & Benefits

·         Salary: $50,000–$60,000 
·         401(k) plan
·         Paid time off and holidays
·         Professional development, mentorship, and career advancement opportunities
·         Collaborative, supportive work environment
·         Half-day Fridays in the summer (remote)
 
Schedule & Location

·         Full-time, on-site
·         Springfield, MA
·         Monday–Friday, 9:00 AM–5:00 PM
·         Business professional dress code
Work Authorization & Employment Continuity This role requires ongoing, uninterrupted authorization to work in the United States. Because we are a small team and long‑term client relationships depend on continuity, applicants must already be legally authorized to work in the U.S. and able to maintain that authorization throughout employment. Visa sponsorship is not available for this position. 
How to Apply  Please submit your resume, cover letter, and contact information (email and phone). Selected candidates will be contacted for a virtual interview.
Joining our team is a shared investment in your growth and in the clients we serve. We offer mentorship, continuous learning, and a clear pathway to build a long‑term career as a financial planner.

If you value meaningful client relationships, thoughtful planning, and a collaborative team, we’d be glad to meet you.