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

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Financial Planner Intern information

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How much do financial planner intern jobs pay per hour?

As of Aug 8, 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 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 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:
Financial Planner Intern jobs near you

Finance Business Partner Co-Op/Intern - Summer 2027

The Mosaic Company

Durham, NC • On-site

$17.25 - $22.50/hr

Full-time

Posted 11 days ago

Job description

The Mosaic Company (NYSE: MOS) is the world's leading integrated producer of concentrated phosphate and potash-two of the three most important nutrients in agriculture. We employ more than 13,000 people in six countries to serve farmers all over the world. Our Headquarters is in Lithia, Florida with operations throughout North America (U.S./Canada) and South America.
At Mosaic We Help the World Grow the Food it Needs - Apply today and join our team!
Finance Business Partner Co-Op/Intern - Summer 2027
Where will you work: Research Triangle Park site at 5 Lab Drive, Suite 3200. Durham, NC 27709.
As a Finance Intern, you will have the chance to apply your knowledge of business and finance concepts real-world financial planning, analysis, and reporting. You will work closely with our experienced Finance Business Partner and commercial partners. Your ideas and creativity will be valued as we strive for continuous improvement and innovation. Our student opportunities allow you to learn from professionals, offers competitive pay, an opportunity to work with a global leader on exciting projects and much more.
Term
May 10, 2027 to August 20, 2027
Full time Co-Op/Internship. Typically, 36-40 hours a week.
Hybrid, at least 3 days a week on site
What you'll do:
  • Support collaborative efforts for Global Bioscience financial planning and analysis as well as Commercial SG&A spends
  • Integrate into a real-life work environment.
  • Day-to-day work assignments could include data and cost analysis, reporting developments, data management, and forecasting support.
  • Assist in forecasting processes including 5 year planning preparations in addition to monthly and quarterly closing responsibilities.
  • Special projects may be assigned by offsite Finance Business Partners.
  • Communicate with various levels of personnel throughout the organization, including management, commercial sales team members, and R&D professionals.
  • Participation in department meetings and meetings specific to the project assignment.
  • Adhering to Mosaic's mission, guiding principles and priorities, and key competencies.

What you'll need:
  • Sophomore level by May 2027 or higher pursuing a bachelor's degree in Finance or Accounting
  • Strong communication skills in addition to high level of critical thinking and attention to detail
  • Microsoft Office Suite (Excel Proficiency) Preferred
  • SAP Experience a plus
  • 2.75 GPA or higher
  • 1-2 years of experience volunteering, working with student/school organizations, or work is preferred.
  • Previous internship or co-op experience is preferred.
  • Reliable transportation and valid driver's license - You will need to be able to travel to and from sites and/or office.
  • Ability to work full time and be a student in standing at the time of the co-op/internship
  • Selected candidates will be required to successfully complete post-offer/pre-placement drug and alcohol screening, background check, physical, functional capacity examination.
  • Basic computer skills are required
  • Experience working in a team environment is a must
  • Effective verbal communication skills is a plus

The physical demands described are representative of those that must be met by an employee to successfully perform the functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Must be able to safely perform the essential functions of the job without posing a direct threat to the safety of his or her own self, or the safety of others
  • Able to lift approximately 0-25 lbs. occasionally
  • Able to climb stairs and work at various heights
  • Able to distinguish varying or specific colors, patterns or materials
  • Able to hear, with or without correction
  • Able to read, write and understand basic English
  • Able to see, with or without correction
  • Able to use fine hand motor skills
  • Must be authorized to work in the United States.

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