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Financial Planner Intern Jobs in Springfield, MO

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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 6, 2026, the average hourly pay for financial planner intern in Springfield, MO is $15.80, according to ZipRecruiter salary data. Most workers in this role earn between $13.56 and $17.50 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 Springfield, MO? The most popular types of Financial Planner jobs in Springfield, MO are:
What cities near Springfield, MO are hiring for Financial Planner Intern jobs? Cities near Springfield, MO with the most Financial Planner Intern job openings:

Adventure Ted Partnerships & Events Council Intern -- Community Engagement & Events Internship

Childhood Cancer Society

Springfield, MO

$13.75 - $18.25/hr

Internship

Re-posted 7 days ago


Job description

Childhood Cancer Society (CCS) is a national 501(c)(3) nonprofit dedicated to supporting families battling pediatric cancer both financially and emotionally. Through fundraising events, wish-grant experiences, and strategic partnerships, CCS delivers meaningful, life-changing moments to children and families when they need it most, led by our official spokes-bear, Adventure Ted.

We are currently preparing for two major initiatives:

  • A high-level charity golf outing at Trump National Golf Club

  • An annual fundraising dinner event with the Mayor of Saddle River, NJ

Role Overview

We are assembling a select group of individuals to join the Adventure Ted Partnerships & Events Council, a performance-driven team responsible for driving outreach, partnerships, and community engagement tied to CCS’s flagship events.

Members of this council will work directly with the Founder and Chief Media Officer, contributing to real-time outreach efforts, sponsor development, and event execution.

This is not a traditional internship. This is a hands-on, execution-focused role centered on ownership, communication, and results.

Core Responsibilities

Outreach & Partnerships (Primary Focus)

  • Lead outreach via phone, email, and in-person communication to:

  • Local businesses and brands for sponsorships

  • Restaurants, venues, and service providers for auction items and collaborations

  • Build and maintain relationships through consistent follow-up

  • Represent CCS professionally across all external communications

Event Execution (Golf Outing + Fundraising Dinner)

  • Support outreach and coordination tied to CCS’s flagship events

  • Assist in securing sponsor participation and partner involvement

  • Help manage confirmations, communication, and relationship tracking

Coordination & Collaboration

  • Work alongside Communications and Creative teams to align outreach with event strategy

  • Contribute ideas for new partnerships and engagement opportunities

  • Participate in structured team execution sessions and planning discussions

What Makes This Different

  • Direct collaboration with the Founder and executive leadership

  • Exposure to high-level events, sponsors, and real-world partnerships

  • Real responsibility and ownership, not task-based assignments

  • A selective, performance-based environment focused on execution

  • Opportunity to earn elevated roles based on results

Growth & Advancement Opportunities

Top-performing interns may be invited to continue beyond the initial term as Associates within the organization.

Select individuals may also be considered for the Adventure Ted Brand Ambassador program, a paid, performance-based opportunity tied to revenue-generating initiatives and partnerships.

Advancement is based on execution, consistency, and demonstrated ability to contribute meaningfully to the organization’s growth.

Internship Eligibility

This role is eligible for internship credit in Communications, Social Media, Marketing, and Media-related programs, depending on your school’s requirements. We are happy to work with accepted candidates to complete any necessary documentation.

Ideal Candidate

  • Confident communicator, comfortable with outreach and relationship-building

  • Self-starter who takes initiative and follows through

  • Interested in partnerships, business development, social media, or event strategy

  • Motivated by ownership and real-world experience

  • Passionate about contributing to meaningful, mission-driven work

Structure & Expectations

  • Approximately 15 to 20 hours per week

  • Mandatory weekly meetings:

  • Mondays and Thursdays, 8:30 PM to 9:30 PM EST

  • Includes:

    • C-suite alignment meeting (priorities and direction)

    • Execution session (live work and output)

  • All team members are expected to submit structured updates in advance via Discord

  • This is a performance-based role, continued participation is tied to consistency and execution