ZipRecruiter

Log In

1

Financial Planner Intern Jobs in Kansas (NOW HIRING)

Be Ventures

Wealth Intern

Greensburg, KS · On-site

$13.25 - $17.50/hr

The Wealth Intern provides vital support to the advisory team while gaining hands-on experience in ... Research financial planning topics, market trends, or operational best practices as requested

Be Ventures

Wealth Intern

Salina, KS · On-site

$14.25 - $19/hr

The Wealth Intern provides vital support to the advisory team while gaining hands-on experience in ... Research financial planning topics, market trends, or operational best practices as requested

next page

Showing results 1-20

All JobsFinancial Planner Intern JobsFinancial Planner Intern Jobs in Kansas

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 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

Wealth Intern

Be Ventures

Greensburg, KS • On-site

$13.25 - $17.50/hr

Internship

Posted 22 days ago

Job description

Description:

The Wealth Intern provides vital support to the advisory team while gaining hands-on experience in wealth management operations. This position focuses on supporting the Wealth Associate and Wealth Manager through project-based work, administrative tasks, and operational assistance. The Wealth Intern serves as a flexible team resource, contributing to various initiatives while developing professional skills in financial services. This role offers valuable learning opportunities in client service, data management, and team collaboration within a dynamic wealth management environment.  


KEY RESPONSIBILITIES QUALIFICATIONS 

  • Support the Wealth Associate with daily operational tasks and project completion 
  • Complete assigned projects related to client service, data analysis, operations improvement, or team initiatives 
  • Assist with data entry and maintenance across CRM and technology platforms 
  • Help prepare materials and documents for client meetings and presentations 
  • Research financial planning topics, market trends, or operational best practices as requested 
  • Help organize and maintain digital filing systems and documentation 
  • Shadow team members to learn about wealth management operations and client service delivery 
  • Take on special projects and ad-hoc responsibilities as assigned by the Wealth Associate or Wealth Manager 
  • Support firmwide initiatives that align with Be Wealth's Strategic Plan 
  • Maintain confidentiality and professionalism in all client and team interactions 
Requirements:
  • Currently pursuing or recently completed an associate's or bachelor's degree 
  • Interest in financial services, wealth management, or client service careers 
  • Strong organizational skills and ability to manage time effectively 
  • Proficiency with Microsoft Office (Word, Excel, PowerPoint) 
  • Willingness to learn new technology platforms and systems 
  • Excellent written and verbal communication skills 
  • Close attention to detail and commitment to accuracy 
  • Self-motivated with the ability to work independently and as part of a team 
  • Professional demeanor and respect for confidentiality 
  • Adaptability and eagerness to take on diverse responsibilities