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Financial Planner Intern Jobs in Utah (NOW HIRING)

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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 Utah?

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

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

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

Financial Planner Intern jobs near you

Operational Financial Analyst - Intern

Autoliv United States

Ogden, UT • On-site

Internship

Re-posted 22 days ago

Job description

Autoliv's primary goal is to Save More Lives. Our products never get a second chance. This is why we can never compromise on quality. We are working to increase vehicle safety by developing seatbelts, airbags and steering wheels and you can be part of our team as Operational Financial Analyst – Intern.

In this role you will be responsible for the Financial Analyst Intern will serve in supporting role for financial analysis in AAM division. Should you be interested in overseeing these tasks and aiming for enhanced performance standards, your role will involve:

  • This is a development role with Finance and controlling experiences that help focus on financial reporting across actuals and forecast processes. The successful candidate will have interest and educational training in accounting and financial analysis. Ad hoc financial analysis projects in addition to contributing to recurring monthly financial analysis requirements. Be able to prioritize actions to deliver results within defined deadlines. Support the development of standardized processes and tools to make month end and forecast activities more efficient and repeatable.

     If you have/are:

  • Major in finance or accounting bachelor’s degree program at a 4-year university,

  • Masters/MBA preferred.

  • Previous work experience using Microsoft Excel and Essbase or OneStream financial systems.

  • Experience with financial planning and analysis in an automotive company is a plus.

  • Foundational knowledge of finance and accounting as well as fundamental

  • Microsoft Excel skills. English, Spanish a plus.

  • We will be more than glad to chat with you about your experience and your career goals.

In our international work setting, you will find a range of opportunities that are designed to enhance your career and personal development. Including new and different perspectives is part of what ensures the team’s success. We are committed to develop people’s skills, knowledge and creative potential. Our training and development programs emphasize technical competency, leadership development and business management skill.

                              More lives saved – more life lived!