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Financial Advisor Internship Jobs (NOW HIRING)

Advisor Group

Advisor Support Representative

Scottsdale, AZ · On-site

$45K - $55K/yr

Osaic's Advisor Support team provides high-quality support to financial professionals by responding ... For new graduates: internship, co-op experience, prior work experience * 1 years' experience of ...

Advisor Group

Advisor Support Representative

Scottsdale, AZ · Hybrid

$45K - $55K/yr

Osaic's Advisor Support team provides high-quality support to financial professionals by responding ... For new graduates: internship, co-op experience, prior work experience * 1 years' experience of ...

CSI Group LLP

Financial Services Associate

Wall, NJ · On-site

Support scheduling and coordination of the Financial Advisor's appointment calendar * Provide ... internship experience considered * Series 7 license preferred; candidates actively pursuing ...

Cresset Capital

ASSOCIATE, WEALTH ADVISOR

Dallas, TX · On-site

Cresset is seeking an Associate, Wealth Advisor (AWA) to join our wealth management team. The AWA ... Previous work / internship experience in financial services required; Experience preferred * Series ...

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Financial Advisor Internship information

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$36K

$102.1K

$144K

How much do financial advisor internship jobs pay per year?

As of Jun 8, 2026, the average yearly pay for financial advisor internship in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 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 cities are hiring for Financial Advisor Internship jobs? Cities with the most Financial Advisor Internship job openings:
What are the most commonly searched types of Financial Advisor jobs? The most popular types of Financial Advisor jobs are:
What states have the most Financial Advisor Internship jobs? States with the most job openings for Financial Advisor Internship jobs include:
What job categories do people searching Financial Advisor Internship jobs look for? The top searched job categories for Financial Advisor Internship jobs are:
Financial Advisor Internship jobs near you
Infographic showing various Financial Advisor Internship job openings in the United States as of May 2026, with employment types broken down into 74% Full Time, 13% Part Time, and 13% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Northwestern Mutual - Chicagoland (Internship)

ProducifyX

Downers Grove, IL

$17.75 - $23.25/hr

Internship

Posted 20 days ago

Job description

Financial Planning Internship Program

The Northwestern Mutual College Financial Planning internship offers hands-on experience in building a financial planning practice with the support of a Fortune 500 company. Interns gain guidance, connections, and tools to develop their skills while engaging with experts and learning how financial strategies and solutions are introduced to clients. Key benefits include:

  • Flexible schedules to balance with classes.

  • Real-world experience in prospecting, networking, and business strategy.

  • Training in proprietary planning software and licensing (Life, Accident, Health insurance).

  • Opportunities for certifications (Series 6 & 63, CFP®).

  • Weekly coaching and professional development.

  • Access to leadership programs and recognition events.

This program prepares interns for future opportunities, including a full-time Financial Representative or Advisor role upon graduation, while fostering personal and professional growth.

Follow this link to learn more about our internship: https://youtu.be/zYwzixA9SdM

At Northwestern Mutual Chicagoland, we are driven by a mission to impact lives and build secure futures. Guided by our core values of Abundance, Integrity, Growth, Loyalty, and Culture, we attract, launch, and support people in financial services who share our commitment to making a difference. Recognized as one of the Top Places to Work in Chicago since 2017, our firm continues to grow toward an ambitious ten-year vision, expanding to eight offices, developing 200 advisors, and impacting 200,000 lives. As part of a company set to pay a record-breaking $9.2 billion in dividends in 2026, our advisors thrive within a culture built on purpose, excellence, and community. Beyond the business, we proudly give back through organizations like Alex’s Lemonade Stand, Feed My Starving Children, Ronald McDonald House Charities, and Bear Necessities.

Meet Our Intern Alumni:

Kevin Pabst is a former Michigan State University hockey player and Economics graduate who interned from 2011 to 2013. After transitioning directly into a full-time role, he quickly rose to become a Top 10 College Unit Director in the country, ultimately opening his own office as a Managing Director in 2024.

Ryan Kramer, a Marketing graduate from Illinois State University, began his career as an intern with Northwestern Mutual in 1997 and transitioned into a full-time Financial Representative after graduation. He went on to become a Top 10 College Unit Director, was promoted to Assistant Regional Director at the Milwaukee Home Office in 2012, earned recognition as an Ingram’s 40 Under 40 recipient, and was named Managing Partner of Northwestern Mutual Chicagoland in 2015.

Mike Lankford, a Bachelor of Arts graduate from Illinois Wesleyan University, began his career as an intern with Northwestern Mutual in 2007. He was recognized as a Top 10 Financial Advisor in his agency for eight consecutive years and achieved the #1 Advisor ranking multiple times. Mike also earned membership in the company’s elite Forum Group—representing the top 5% of advisors nationwide—and was recognized as a Top 5 Advisor in the Central Region.

Are You a Fit for This Internship?

  • Full-time student (juniors, seniors, or final year of a Master’s program preferred)

  • Current full-time student status required (no sponsorship provided)

  • Ambitious, with a curiosity for business development

  • Highly involved on campus (leader, athlete, campus organizations, student government, etc.)

  • Excellent time-management skills

  • Business savvy with a desire to strengthen critical thinking abilities

  • Professional: coachable, responds well to accountability, strong communication skills, and articulate

  • Interest in financial services: financially motivated, strong work ethic, and a desire to make an impact

  • Key characteristics: motivated, competitive, and willing to overcome obstacles and adversity

Compensation & Benefits 

  • Strong Earnings Potential

  • Learning and Development Financial Incentives 

  • Productivity Bonuses 

  • Exposure to the financial services industry, including optional licensing education for students who qualify and are interested. Licensing is not required to begin the internship.

 

Launch your internship with hands-on experience, impactful training, and the opportunity to build a foundation for your future in business!
 

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Kramer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.