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Financial Planner Intern Jobs (NOW HIRING)

Mariner

Intern, Financial Planning

Nashville, TN · On-site

$15 - $19.25/hr

The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This ...

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Mariner

Intern, Financial Planning

Los Altos, CA · On-site

$18.25 - $23.75/hr

The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This ...

New

Mariner

Intern, Financial Planning

Concord, NH · On-site

$25/hr

The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This ...

New

Mariner

Intern, Financial Planning

Greenville, SC · On-site

$14.50 - $18.75/hr

The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This ...

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Financial Planner Intern information

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How much do financial planner intern jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for financial planner intern in the United States is $17.36, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $19.23 per hour, depending on experience, location, and employer.

What are some typical projects or tasks a financial planner intern can expect to work on during their internship?

As a Financial Planner Intern, you can expect to assist with creating and updating financial plans, conducting research on investment options, and preparing client meeting materials. Interns often support senior advisors by gathering and analyzing client data, helping with portfolio reviews, and tracking market trends. You may also have opportunities to sit in on client meetings, collaborate with team members on case studies, and participate in internal training sessions to deepen your industry knowledge.

What are the key skills and qualifications needed to thrive as a financial planner intern?

To thrive as a Financial Planner Intern, you need a basic understanding of financial principles, analytical skills, and progress toward a relevant degree such as finance, economics, or accounting. Familiarity with financial planning software (like eMoney or MoneyGuidePro), Microsoft Excel, and, in some cases, pursuit of certifications such as the CFP is often expected. Strong interpersonal communication, attention to detail, and a client-focused attitude set outstanding interns apart. These skills and qualities are vital for supporting advisors, accurately analyzing client portfolios, and building trust with clients.

What does a financial planner intern do?

A Financial Planner Intern supports experienced financial planners by assisting with research, preparing client reports, and helping to develop financial plans. They may also participate in client meetings, gather and analyze financial data, and learn about investment strategies, budgeting, and retirement planning. This role is designed to provide hands-on experience in the financial planning industry, allowing interns to gain practical knowledge and develop essential skills for a future career as a financial advisor.

What is the difference between Financial Planner Intern vs Financial Advisor?

AspectFinancial Planner InternFinancial Advisor
CredentialsTypically pursuing or holds a degree in finance, economics, or related field; may have certifications like CFP or Series 7 in progressOften holds CFP, Series 7, or other professional certifications
Work EnvironmentInternship setting, often in financial firms or banks, focusing on learning and support tasksClient-facing roles, providing financial advice and planning services
Employer & Industry UsageUsed in training programs, internships, and entry-level positions within financial servicesFull-time professionals working directly with clients in financial planning firms or banks

The main difference is that a Financial Planner Intern is an entry-level trainee gaining experience, while a Financial Advisor is a licensed professional providing financial advice to clients. Interns focus on learning and supporting roles, whereas advisors actively manage client portfolios and offer personalized financial planning services.

What cities are hiring for Financial Planner Intern jobs?

Cities with the most Financial Planner Intern job openings:

What are the most commonly searched types of Financial Planner jobs?

The most popular types of Financial Planner jobs are:

What states have the most Financial Planner Intern jobs?

States with the most job openings for Financial Planner Intern jobs include:

Financial Planner Intern jobs near you

Intern/Aspiring Financial Planner

Peak Retirement Planning, Inc.

Columbus, OH • On-site

$15 - $25/hr

Internship

Posted 13 days ago

Job description

We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years. In 2025, we had over 5,400 applicants, we only hired 19. As a scaling start-up, we are very particular to ensure we hire the best and those aligned with our values and intensity. We are not a firm for everyone.
What We Look For
  • A+ Player
    • Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
    • Dislikes working with B and C players.
    • Does not need to be told twice what to do.
  • Foxhole Team Member
    • Has a servant's heart and a purpose bigger than themselves.
    • Will help a team member fix a flat on the side of the road at 6am.
    • Goes above and beyond to provide a "White Glove Service" to our clients.
  • Rocketship Mentality
    • Excited to join a fast-growing startup with extreme upside.
    • Growth Mindset in all areas of life - professionally, personally, physically, and spiritually.
    • "Lifer" - those who want to work with us for 30+ years (not just a 9-5 job).

Main Requirements:
*No Experience Needed*
  • Peak University - Our three-month advisor training program, consisting of one-hour of training sessions every day with an experienced advisor.
  • Peak Bootcamp - Leadership and Professional Development masterclass held every day for the first month.
  • Intern Bootcamp - An additional hour each day for interns to have time with experienced advisors to get questions answered and do further advisor training.
  • Trainual - Over 120+ hours of financial planning training content built exclusively for Peak Retirement Planning, Inc. advisors.
  • Sit in on client sessions
  • Mock Client Reps - Our training program provides opportunities to practice presenting financial information as an advisor would to a client.
  • One-on-one mentorship
  • Toastmasters - Interns improve their communication skills through speeches and presentations, while receiving direct feedback from experienced team members.
  • Kingdom Advisors Study Group - Learn how to integrate your faith with your finances.
  • Life and Health Insurance Exam Prep
  • Series 65 Exam Prep
  • Real life Experience - Help with preparation of Financial Plans, Tax Reports, and presentations for client meetings. Assisting advisors, as needed, on miscellaneous tasks and fulfill routine client service requests.
  • Resources for obtaining the CFP® and CKA® Credential

Apply