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Financial Planner Intern Jobs in Rhode Island (NOW HIRING)

Newport Mental Health

Finance Intern

Middletown, RI · On-site

$17.75 - $23.25/hr

Time Management: You are a conscious planner and a thoughtful decision maker who adheres to ... This internship offers a unique opportunity to contribute to the financial health of a mission ...

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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 Rhode Island?

The most popular types of Financial Planner jobs in Rhode Island are:

What cities in Rhode Island are hiring for Financial Planner Intern jobs?

Cities in Rhode Island with the most Financial Planner Intern job openings:

Financial Planner Intern jobs near you

Finance Intern

Newport Mental Health

Middletown, RI • On-site

$17.75 - $23.25/hr

Internship

Re-posted 17 days ago

Job description

Description

Finance Intern (For-Credit Opportunity)


WHO WE ARE...

Newport Mental Health (NMH) is a progressive high-energy organization that uses state of the art person-centered recovery approach to help individuals recover from mental illness and substance use disorders. NMH extends its trauma informed evidence-based services to children, adolescents, adults, and families. Our services vary from outreach, specialized programs, mental health, school-based therapy, substance use therapy, community-based therapy, and outpatient. 

For more information visit our website: www.newportmentalhealth.org

WHO WE ARE LOOKING FOR...

Mission- Aligned: You are excited to be a part of Newport Mental Health's mission to improve the lives of our clients living and working in Newport County by providing the highest quality of care. 

Ally: You intentionally foster belonging, personal growth, and empowerment for all. You are a strong advocate for the BIPOC, LQBTQIA+, Woman, Veteran, and other underrepresented communities. 

Solution Orientated: You are driven to think of different approaches to narrow the gap which leads to positive and effective changes. 

Time Management: You are a conscious planner and a thoughtful decision maker who adheres to deadlines. 


WHAT YOU WILL BE DOING (ESSENTIAL DUTIES) ...

Newport Mental Health, a leading community mental health organization committed to transforming lives and fostering well-being, is seeking a motivated and detail-oriented Finance Intern to join our Finance Department. As a Finance Intern, you will gain hands-on experience in accounting, bookkeeping, and financial data entry while supporting the daily operations of the Finance team. This internship offers a unique opportunity to contribute to the financial health of a mission-driven nonprofit organization.


Main Duties and Responsibilities:

  • Assist with Accounts Payable (AP) and Accounts Receivable (AR)
  • Perform data entry into accounting systems and spreadsheets with a high level of accuracy
  • Collaborate with team members to ensure timely and accurate financial processing
  • Maintain and organize financial documents for audit readiness
  • Provide support for other basic accounting and administrative tasks as needed

Requirements

Knowledge, Skills and Abilities:

  • Strong organizational skills and attention to detail.
  • Self-motivated with the ability to manage multiple tasks and meet deadlines.
  • Proficient in Microsoft Excel and comfortable using accounting software (experience with Blackbaud NXT or similar tools is a plus).
  • Excellent written and verbal communication skills.
  • A willingness to learn and contribute in a collaborative team environment.

Other Duties:

  • Perform all other duties as assigned by the Supervisor.
  • Attending trainings and meetings as assigned.
  • Adhere to safety policies including participation in fire/disaster drills.


Education and experience:

  • Enrolled in a university or college program at junior or senior level in accounting, finance, or a related field.


APPLY NOW


Submitting your application is a great way to learn more about Newport Mental Health. If you have questions about how your experience aligns with our job openings or know someone who would be a great candidate for our job openings, please contact Human Resources:


Human Resources

Newport Mental Health

42 Valley Road

Middletown, RI 02842

Tel: 401-846-1213


Apply