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Financial Planner Intern Jobs in California (NOW HIRING)

Mariner

Intern, Financial Planning

Walnut Creek, CA · On-site

$17.25 - $22.25/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 ...

Taulia

FP&A Intern

San Francisco, CA · On-site

$25/hr

About the Job We are looking for a motivated Financial Planning & Analysis (FP&A) Intern who is looking to gain exposure to a broad set of FP&A functions. The ideal candidate will have availability ...

Liberty Mutual Insurance

FP&A Intern

San Francisco, CA · Remote

$25/hr

About the Job We are looking for a motivated Financial Planning & Analysis (FP&A) Intern who is looking to gain exposure to a broad set of FP&A functions. The ideal candidate will have availability ...

Loop Neighborhood

Financial Intern

Union City, CA · On-site

$23 - $26/hr

Financial Intern - MBA Job Location: Union City, CA In Person FLSA (Fair Labor Standards Act): Non ... Conduct research and compile data to support strategic initiatives and business planning. * Partner ...

New

Vintners Distributors Inc

Financial Intern

Union City, CA · On-site

$23 - $26/hr

Description Financial Intern - MBA Job Location: Union City, CA | In Person FLSA (Fair Labor ... Conduct research and compile data to support strategic initiatives and business planning. * Partner ...

New

Loop Neighborhood

Financial Intern

Union City, CA · On-site

$23 - $26/hr

Financial Intern - MBA Job Location: Union City, CA | In Person FLSA (Fair Labor Standards Act ... Conduct research and compile data to support strategic initiatives and business planning. * Partner ...

New

CAPTRUST

Fall Wealth Management Intern

Sacramento, CA · On-site

$17 - $24/hr

This position will be trained in different aspects of financial planning and wealth management. Hands-on learning starts day one in this fast-paced environment. The intern will also be trained in ...

CAPTRUST

Fall Wealth Management Intern

Sacramento, CA · On-site

$17 - $24/hr

This position will be trained in different aspects of financial planning and wealth management. Hands-on learning starts day one in this fast-paced environment. The intern will also be trained in ...

Etched

Finance Intern

San Jose, CA · On-site

$20.75 - $27.25/hr

... Finance intern to tackle strategic financial challenges and execute on our day-to-day finance ... You'll get hands-on experience across FP&A, accounting operations, vendor payments, and pricing ...

Etched

Finance Intern

San Jose, CA · On-site

$20.75 - $27.25/hr

... Finance intern to tackle strategic financial challenges and execute on our day-to-day finance ... You'll get hands-on experience across FP&A, accounting operations, vendor payments, and pricing ...

HDR

Infrastructure Finance Intern

Sacramento, CA · On-site

$19 - $24.75/hr

In the role of Infrastructure Finance Intern, we'll count on you to: * Assist development of ... Interest and potential experience in capital improvement plans, financial planning for water ...

HDR, Inc.

Infrastructure Finance Intern

West Sacramento, CA · On-site

$18.75 - $24.75/hr

In the role of Infrastructure Finance Intern, we'll count on you to: * Assist development of ... Interest and potential experience in capital improvement plans, financial planning for water ...

HDR, Inc.

Infrastructure Finance Intern

Folsom, CA · On-site

$19 - $24.75/hr

In the role of Infrastructure Finance Intern, we'll count on you to: * Assist development of ... Interest and potential experience in capital improvement plans, financial planning for water ...

HDR

Infrastructure Finance Intern

Sacramento, CA · On-site

$19 - $24.75/hr

In the role of Infrastructure Finance Intern, we'll count on you to: * Assist development of ... Interest and potential experience in capital improvement plans, financial planning for water ...

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Financial Planner Intern information

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 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 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 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 are the most commonly searched types of Financial Planner jobs in California?

The most popular types of Financial Planner jobs in California are:

What cities in California are hiring for Financial Planner Intern jobs?

Cities in California with the most Financial Planner Intern job openings:

Financial Planner Intern jobs near you
Infographic showing various Financial Planner Intern job openings in California as of August 2026, with employment types broken down into 40% Internship, and 60% Full Time. Highlights an 80% In-person, and 20% Remote job distribution.

Financial Planner Career Changer Opportunity

Northwestern Mutual - San Francisco

San Francisco, CA • On-site

$68K - $78K/yr

Full-time

Medical, Dental, Vision

Re-posted 20 days ago

Job description

Benefits:
  • 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? At Northwestern Mutual – San Francisco, we are a Top 10 Network Office nationally recognized for excellence in advisor development and leadership in diversity, equity, and inclusion. Our mission is to grow advisors and clients with intention, delivering lasting financial security through highly educated, integrated planning. We are proud recipients of honors including the 2025 WealthManagement.com Industry Awards DEI Finalist, Gen Impact Awards Top 3 Diversity & Inclusion Council recognition, the 2024 Northwestern Mutual Diversity & Inclusion Excellence Team Award, and Forbes’ Best-In-State Top Financial Security Professionals list, alongside the prestigious APEX Award from Training Magazine for our innovative, data-driven training programs. Here, new Financial Representatives join a collaborative, purpose-driven environment where professional excellence and community impact go hand in hand.
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.
Our thriving office is located at: 555 Mission St. Floor 16, San Francisco, CA 94105

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 Local Team:
Michael Byrne – Managing Partner:
  • Time with NM: 18 years.
  • Prior Experience: Started at Northwestern Mutual as a college intern while attending Maryville University of St. Louis, later serving as Field Director, Assistant Regional Manager, and ultimately being appointed Managing Partner.
  • Passionate About: Lives with his wife and their three children, and three King Charles Cavaliers—Ruby, Henry, and Quincy. Enjoys spending time at home and in Tahoe with his family, attending Giants games, and taking motorcycle trips across the country with friends.
Marlin Adams – District Director & Financial Advisor:
  • Time with NM: 15 years.
  • Prior Experience: Began as a Northwestern Mutual intern in January 2010 while at California State East Bay. Became a full-time Financial Advisor in June 2010, later serving as Field Director and Growth & Development Director before becoming District Director in 2022.
  • Passionate About: A Bay Area native, married to his high school sweetheart. Enjoys traveling with their two children, is an avid Golden State Warriors fan, spends holidays at their lake house in Clearlake, and coaches cross country. Known as the essential commissioner of the office fantasy football league.
Giordano Salvetti – Financial Advisor/Growth & Development Director:
  • Time with NM: 5 years.
  • Prior Experience: Graduated from Sonoma State University with a degree in Economics. Worked as a representative, selling wine and spirits, and has experience as an intern.
  • Passionate About: Second-generation San Francisco native from the North Beach neighborhood. Loyal fan of the 49ers, Giants, and Warriors. Enjoys family time in Lodi, golf trips with friends, and time with his cat Bonnie and fiancée, whom he met at NM.
About the Role: As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
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.
Qualifications:
  • Education: A bachelor's degree in finance, business, or a related field is preferred.
  • 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).
Benefits:
  • 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. 
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Byrne is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.