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Financial Planner Intern Jobs in Minnesota (NOW HIRING)

Medtronic

Finance Intern - Summer 2027

Minneapolis, MN · On-site

$18.50 - $24.25/hr

As a finance intern, you will have broad exposure to our global organizations and leadership teams ... FP&A, treasury, operations finance, or business analytics demonstrated through coursework ...

Medtronic

Finance Intern - Summer 2027

Minneapolis, MN

$18.50 - $24.25/hr

As a finance intern, you will have broad exposure to our global organizations and leadership teams ... FP&A, treasury, operations finance, or business analytics demonstrated through coursework ...

Medtronic

Finance Intern - Summer 2027

Minneapolis, MN

$18.50 - $24.25/hr

As a finance intern, you will have broad exposure to our global organizations and leadership teams ... FP&A, treasury, operations finance, or business analytics demonstrated through coursework ...

ReSound

Finance Intern

Shakopee, MN · On-site

$20 - $22/hr

... ERP, ensuring accurate and timely customer redemptions and vendor payments. * Partner with ... financial tracking for additional sales-driven promotional programs. * Provide timely support to ...

Saint-Gobain

Finance Intern

Shakopee, MN · On-site

$24/hr

CertainTeed Corporation, Roofing Division, is looking for a talented finance intern at our Shakopee ... other large ERP system) * GL Wands experience a plus * Magnitude experience a plus * Power BI ...

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

Financial Planning and Analysis Intern (FP&A)

Hawkins, Inc.

Minneapolis, MN • On-site

$18.50 - $24.25/hr

Internship

Re-posted 19 days ago

Job description

Company Description
Hawkins, Inc. is a Minneapolis based publicly traded company and one of the Top 25 Chemical Distributors in the country. We service the fields of energy, electronics, chemical processing, pulp and paper, medical devices, plating, food manufacturers and pharmaceutical concerns across the nation. We are a progressive company supplying chemicals, delivery systems and expertise to improve the environment and assist customers in creating new offerings.
We are currently looking for a Financial Planning and Analysis Intern to join our Accounting department in Minneapolis.
Job Description
Assist FP&A Manager in creating fiscal year 2013 company-wide financial budget:
  • Review prior fiscal year financial performance for each reporting unit and department.
  • Identify key drivers of expenses in each expense category and look for trends and anomalies.
  • Coordinate budget requests with department level managers.
  • Generate and publish various reports in JD Edwards and MS Excel, including pivot tables.
  • Maintain budget data in MS Access database and other MS Excel spreadsheets.
  • Assist accounting team with Capital Expenditure budgeting and analysis.
  • Explain financial budget vs. actual variances to management.
  • Document financial planning process.
  • Suggest any process changes or system improvements.

Month End close and other assignments:
  • Complete month end schedules and reports for review.
  • Archive files and paperwork as necessary.
  • Participate in other duties, projects, or responsibilities as assigned.

Qualifications
  • High School Diploma
  • Minimum of 3 years post-secondary education completed, with an emphasis in Finance, Accounting, or Information Technology
  • Experience with Microsoft applications - Outlook, Word, Excel and Access
  • Attention to detail
  • Problem Solving accompanied by excellent oral and written communication skills for internal and external customers
  • High level of personal organization (paper, calendaring, tasks, email management)
  • Ability to multitask and work well while meeting deadlines
  • Ability to achieve results independently and within a team setting
  • Ability to pass a background check, pre-employment physical, and drug screen are required.

Additional Information
If you are qualified for and interested in this postion, please submit Letter of Interest and Resume to Human Resources at hr@hawkinsinc.com
Hawkins, Inc. is committed to providing equal employment opportunities. All
qualified applicants and employees will be considered for employment and
advancement without regard to sex, race, color, national origin, ancestry, age,
religion, disability, marital status, sexual orientation or any other basis protected
by applicable laws. This policy applies to all employment practices and terms and
conditions of employment, including but not limited to promotions, transfers,
compensation, terminations, training and participation in Company sponsored
benefits or programs.

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