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Financial Planner Intern Jobs in Raleigh, NC (NOW HIRING)

Finance Intern

Raleigh, NC · On-site

$17.25 - $22.50/hr

Financial Reporting : Assisting with quarterly and annual reports * Budgeting & Forecasting ... Participating in planning and analysis * Internal Controls (ICFR) : Supporting compliance and ...

Finance Intern

Raleigh, NC · On-site

$17.25 - $22.50/hr

Financial Reporting : Assisting with quarterly and annual reports * Budgeting & Forecasting ... Participating in planning and analysis * Internal Controls (ICFR) : Supporting compliance and ...

Finance Intern - Fall 2026

Cary, NC · Hybrid

$20 - $34/hr

... with ERP systems (e.g., SAP ECC or SAP CFIN). * Contribute to AI improvement initiatives by ... Work with AI/ML specialists to enhance accuracy and relevance of financial and costing-related AI ...

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Financial Planner Intern information

See Raleigh, NC salary details

$9

$16

$22

How much do financial planner intern jobs pay per hour?

As of Jul 16, 2026, the average hourly pay for financial planner intern in Raleigh, NC is $16.88, according to ZipRecruiter salary data. Most workers in this role earn between $14.47 and $18.70 per hour, depending on experience, location, and employer.

What does a financial planning intern do?

A financial planning intern assists financial advisors by gathering client information, preparing financial documents, and conducting research on investment options and market trends. They often use financial planning software and develop skills in analysis, communication, and compliance during their internship. The role provides practical experience in the financial services industry and may involve supporting client meetings and administrative tasks.

Is 23 an hour good for an internship?

For a Financial Planner Intern, $23 an hour is above the average internship pay, which typically ranges from minimum wage to around $20 per hour depending on location and company. This rate may reflect the level of responsibility, skills required, and the competitive market for finance internships. Interns should also consider benefits, work environment, and opportunities for learning when evaluating compensation.

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.

How to get a financial planning internship?

To secure a financial planning internship, candidates should have relevant coursework in finance or economics, strong analytical skills, and proficiency with financial software. Applying through company career portals, networking with industry professionals, and demonstrating a genuine interest in financial planning can improve chances of acceptance.

What are the key skills and qualifications needed to thrive as a Financial Planner Intern, and why are they important?

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.

Is $200,000 enough to work with a financial advisor?

For a Financial Planner Intern, $200,000 is generally sufficient to start working with a financial advisor, as many advisors set minimum investment thresholds that can range from a few thousand to several hundred thousand dollars. The specific amount needed depends on the advisor's policies and the services required, but this sum provides a solid foundation for investment and financial planning services.

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

Finance Intern

AgCarolina

Raleigh, NC • On-site

$17.25 - $22.50/hr

Part-time

Posted 14 days ago


Job description

Finance Internship - Raleigh, NC
Are you ready to launch your career in Finance? Join AgCarolina Farm Credit as a Finance Intern this Fall and gain valuable, hands-on experience in a dynamic and mission-driven organization. This paid, part-time internship offers a unique opportunity to work alongside our experienced Finance Team and contribute to meaningful projects that support agriculture and rural communities.

What You'll Do:

As a Finance Intern, you'll gain exposure to a wide range of financial operations, including:

  • General Accounting: Accounts payable, fixed assets, account reconciliations
  • Loan Accounting: Supporting loan-related financial processes
  • Financial Reporting: Assisting with quarterly and annual reports
  • Budgeting & Forecasting: Participating in planning and analysis
  • Internal Controls (ICFR): Supporting compliance and control efforts
  • Cross-Departmental Projects: Collaborating with Lending, Credit, Administration, and more

What We Value:

At AgCarolina, we believe in:

  • Customer Service - Building strong relationships through responsiveness and professionalism
  • Collaboration - Working together to deliver exceptional service
  • Excellence - Upholding accuracy, organization, and confidentiality
  • Growth - Encouraging development and meaningful contributions

What We're Looking For:

We're seeking a motivated and detail-oriented individual who:

  • Is a rising senior pursuing a degree in Accounting or Finance
  • Can work 15-20 hours per week in our Raleigh office
  • Has knowledge of U.S. GAAP and proficiency in Microsoft Excel and other Office applications
  • Is self-motivated, adaptable, and eager to learn
  • Possesses strong communication, organizational, and analytical skills
  • Thrives both independently and in a team environment
  • Is excited about contributing to the future of agricultural finance
  • Holds a valid driver's license

Why Join Us?

If you're looking for:

  • Real-world finance experience
  • A supportive and collaborative team
  • A chance to make a difference in agriculture and rural communities
  • A workplace that values your growth and contributions

Then you might be the intern we're looking for!

Applications will be accepted through July 31st. Interviews and final offers will be made in August 2026.

Interview Process:
Applications received within the first 2 weeks of posting date will receive priority consideration. 

  1. Phone Screen with AgCarolina HR Representative 
  2. In-person interview with Finance Team

Equal Opportunity Employer/including Disabled/Veterans. AgCarolina is unable to sponsor employment visas at this time. 

AgCarolina Farm Credit is the largest ag lending cooperative operating in North Carolina with a local presence throughout the territory. The Association has approximately $3.1 billion in gross loan volume, serving more than 6,000 members. 

Our purpose at AgCarolina Farm Credit (ACA) is to serve the agricultural industry and our rural communities, yielding a more prosperous future for all. We are committed to providing constructive credit and financial services to grow the success of our members, one local relationship at a time.  

We believe that an inclusive team of employees is the best way to serve our agricultural and agribusiness customers. AgCarolina refers to our diversity initiatives as inclusion initiatives. With inclusion, we seek to involve all employees, management team, and board in fostering an environment that encourages and acknowledges the positive contributions individuals from all backgrounds can make in the success of our organization. By embracing and leveraging our unique strengths we establish ourselves as a positive corporate citizen and an employer of choice.

We are committed to attracting and developing an outstanding team of employees and supporting each one to achieve his or her full potential. Our success at AgCarolina GROWS by:


    Growing our people and association 
    Relationships built on respect, trust, and integrity
    Owning responsibility for our attitudes, actions, and job performance
    Welcoming everyone and treating them fairly
    Serving one another, members, and local communities

In addition to our Core Values, AgCarolina has established competencies for employees, leadership, and senior leadership positions. These competencies are designed to provide a clear picture of the daily actions one can take and develop over time to add value to the Association and enhance their professional growth. 

Equal Opportunity Employer/including Disabled/Veterans. AgCarolina is unable to sponsor employment visas at this time.Â