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Financial Planner Intern Jobs in Wisconsin (NOW HIRING)

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

Inventory Management Planner Intern

Gustave A Larson Company

Pewaukee, WI • On-site

Temporary

Re-posted 2 hours ago


Gustave A. Larson rating

7.2

Company rating: 7.2 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

223rd of 415 rated retail wholesalers


Job description

Gustave A. Larson is a leading wholesale distributor of HVAC, and Refrigeration (HVACR) equipment, parts, and supplies. The Market Manager is responsible for overseeing several operations and sales for an assigned area. This role requires knowledge of HVAC/R systems, industry trends, business acumen, sales and operations.


Position Summary

We are seeking a motivated and detail-oriented Inventory Management Planner Intern to support our HVAC/R wholesale operations. This internship provides hands on experience in inventory planning, purchasing support, demand forecasting, and supply chain coordination within a fast-paced distribution environment.

The ideal candidate is analytical, highly organized, eager to learn, and comfortable working with spreadsheets and inventory data. This role is an excellent opportunity for students or early career professionals interested in supply chain, operations, logistics, or wholesale distribution.


Key Responsibilities

  • Assist with inventory planning and replenishment activities across HVAC/R product lines
  • Monitor stock levels, backorders, and inventory trends to support product availability
  • Help maintain accurate inventory records and item data within company systems
  • Analyze sales history and purchasing patterns to support order cycle planning
  • Support buyers and planners with purchase order tracking and vendor follow-up
  • Use Excel and spreadsheet tools to organize, analyze, and report inventory data
  • Identify discrepancies, shortages, or excess inventory and escalate as needed
  • Collaborating with store and sales teams to improve inventory flow
  • Participate in cycle count reviews and inventory accuracy initiatives
  • Prepare routine reports and dashboards related to inventory performance

Qualifications

  • Currently pursuing or recently completed a degree in Supply Chain, Business, Operations, Logistics, Finance, or a related field
  • Strong attention to detail and organizational skills
  • High learning agility with the ability to quickly understand systems and processes
  • Proficiency in Microsoft Excel and spreadsheet management
  • Basic understanding of inventory management, purchasing, or order cycles preferred
  • Analytical mindset with strong problem-solving abilities
  • Effective written and verbal communication skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Positive attitude and willingness to learn within a team environment

Preferred Skills

  • Experience with ERP systems or inventory software is a plus
  • Familiarity with HVAC/R products or wholesale distribution environments preferred but not required
  • Knowledge of basic forecasting or demand planning concepts is beneficial

What You’ll Gain

  • Exposure to real-world inventory planning and wholesale distribution operations
  • Experience working cross-functionally with purchasing, warehouse, and sales teams
  • Development of analytical and operational skills applicable to supply chain careers
  • Mentorship and practical experience within the HVAC/R industry

EEO Statement
Larson is an Equal Opportunity Employer and Prohibits discrimination and harassment of any kind: Larson is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Larson are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identify, national origin, veteran or disability status, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Larson will not tolerate discrimination or harassment based on any of these characteristics. Larson encourages applicants of all ages. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


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