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Financial Planner Intern information

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 are the most commonly searched types of Financial Planner jobs in Kansas? The most popular types of Financial Planner jobs in Kansas are:
What cities in Kansas are hiring for Financial Planner Intern jobs? Cities in Kansas with the most Financial Planner Intern job openings:
Financial Planner Intern jobs near you

Financial Advisor with Healthcare Background

KMO - Northwestern Mutual

Leawood, KS • On-site

$65K - $82K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 10 days ago

Job description

Benefits:
  • Bonus based on performance
  • Company car
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Transition Your Healthcare Expertise into Financial Services with KMO of Northwestern Mutual!

Leverage Your Healthcare Background for a Rewarding Career:

  • Build Direct Client Relationships: Professionals from healthcare, whether it's pharma, medical, or clinical roles, are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
  • Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
  • Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
  • A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
Our thriving offices are located at:
  • 5251 W. 116th Place Suite 300 Leawood, KS 66211
  • 2345 Grand Blvd Kansas City, MO 64108
  • 8621 E 21st Street Suite 150 Wichita, KS 67206
Meet Our Local Team: 
Lesle Griessel, CLU®, ChFC®, Managing Partner:
  • Time with NM: Since 2002
  • Previous experience: Started as a college intern and advanced through multiple leadership roles, including Associate Managing Partner (appointed in 2019 as one of the first in the company and first female), and appointed Managing Partner in September 2025.
  • Passionate about: Spending time with her husband and two daughters, marathon training, yoga, cheering on her daughters in sports, and enjoying the outdoors with her family.
Joey Scott, RICP®, Financial Advisor & District Director:
  • Time with NM: Since 2016
  • Previous experience: Began as a college intern while attending Northwest Missouri State University and transitioned into a full-time financial advisor in 2018, building his career in Northwestern Mutual’s Kansas City office and advancing into leadership through growth and development roles.
  • Passionate about: Growing his practice alongside his team, building long-term client relationships, spending time with friends and family, staying active through sports and exercise, cheering on Kansas City teams, and relaxing near the water.
Anthony Gurera, Financial Advisor & Growth and Development Director:
  • Time with NM: Since 2018
  • Previous experience: Began as a Northwestern Mutual intern and transitioned into a full-time advisor upon graduating from Rockhurst University with a double major in Finance and Economics. Founder and leader of Priority Wealth Partners, with responsibility for client strategy, team operations, and practice management, while also supporting advisor recruiting and development across Northwestern Mutual Kansas and West Missouri.
  • Passionate about: Developing future leaders, building strong client relationships, serving the Kansas City community, mentoring emerging advisors, and creating long-term impact through thoughtful, holistic financial planning.
Cannon Kern, Financial Advisor:
  • Time with NM: 2 years
  • Previous experience: Engineer and project manager prior to joining Northwestern Mutual.
  • Passionate about: Spending time with family and enjoying life with his new baby girl.
About the Role: 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 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.
  • Retirement Benefits: Company-funded pension and contributions to PFGF, our version of a profit-sharing retirement plan designed to support your long-term financial future.
  • 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. Lesle Griessel is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.