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Financial Planner Intern Jobs (NOW HIRING)

Mariner

Intern, Financial Planning

Rochester, NY · On-site

$15.25 - $19.75/hr

The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This ...

New

Mariner

Intern, Financial Planning

Vancouver, WA · On-site

$16.25 - $21/hr

The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This ...

New

Mariner

Intern, Financial Planning

Walnut Creek, CA · On-site

$17.25 - $22.25/hr

The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This ...

New

Metallus

Financial Planning & Analysis Intern

Canton, OH

$19.25 - $33.50/hr

The FP&A Intern supports the finance team in budgeting, forecasting, and business analysis activities. This role provides exposure to core financial processes and cross-functional collaboration, with ...

Metallus

Financial Planning & Analysis Intern

Canton, OH · On-site

$19.25 - $33.50/hr

The FP&A Intern supports the finance team in budgeting, forecasting, and business analysis activities. This role provides exposure to core financial processes and cross-functional collaboration, with ...

Dana-Farber Cancer Institute, Inc.

$33K - $44K/yr

The Finance intern will support Finance Operations and Financial Planning as needs arise. Located ... Tax Financial Planning: * Forecasting & Modeling * Budget & Financial Analysis * Revenue ...

Dana-Farber Cancer Institute, Inc.

$33K - $44K/yr

The Finance intern will support Finance Operations and Financial Planning as needs arise. Located ... Tax Financial Planning: * Forecasting & Modeling * Budget & Financial Analysis * Revenue ...

Procon

Internship - Accounting & ERP

Buford, GA · On-site

$17/hr

Procon E&C - Hiring Accounting & ERP Intern (Construction Industry) Procon E&C is seeking an Accounting & ERP Intern to support financial operations for our construction projects. This internship ...

Hantz Group

Planning Analyst - Intern

Marquette, MI · On-site

$15 - $19.50/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Planning Analyst - Intern

Midland, MI · On-site

$13 - $15/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Planning Analyst - Intern

Marquette, MI · On-site

$15 - $19.50/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Planning Analyst - Intern

Mount Pleasant, MI · On-site

$14.25 - $18.50/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Planning Analyst - Intern

Midland, MI · On-site

$13 - $15/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

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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 17, 2026, the average hourly pay for financial planner intern in the United States is $17.36, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $19.23 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 cities are hiring for Financial Planner Intern jobs?

Cities with the most Financial Planner Intern job openings:

What are the most commonly searched types of Financial Planner jobs?

The most popular types of Financial Planner jobs are:

What states have the most Financial Planner Intern jobs?

States with the most job openings for Financial Planner Intern jobs include:

Financial Planner Intern jobs near you

Intern, Financial Planning

Mariner

Rochester, NY • On-site

$15.25 - $19.75/hr

Internship

Posted 2 days ago

New

Job description

Job Summary:
The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This position provides the opportunity to develop foundational advisory, consultative, communication and EQ, and business development skills through hands-on experience supporting advisors through client onboarding, meeting preparation, and the creation of financial plans, and delivery of exceptional client experience.
Essential Duties and Responsibilities:
• Support client onboarding by preparing and processing necessary paperwork.
• Assist in scheduling client meetings and developing clear, engaging materials to explain financial concepts.
• Observe client meetings (where appropriate) to gain firsthand experience in how advisors build relationships and solve client challenges.
• Participate in client meeting follow-up tasks including documentation, research, and solution development.
• Contribute ideas during team discussions on improving client service and business development opportunities.
• Support client service activities, including account maintenance and money movement processes.
• Use financial planning and CRM software to assist with plan development and data management.
• Assist with data entry, plan modeling, and compiling plan deliverables.
• Collaborate with team members on special projects and client service initiatives.
Required Education and Experience:
• Pursuing a bachelor's or master's degree with an expected graduation date within 12 months of the start of the internship
• Demonstrated leadership experience through work or extracurricular activities
Preferred Education and Experience:
• Major in wealth management, financial planning, finance, or a related field.
• Interest in pursuing a client-facing advisory career, with a focus on business development and relationship management.
Skills:
• Strong customer service orientation.
• Excellent organizational and time management skills.
• Detail-oriented with solid analytical and problem-solving abilities.
• Comfortable contributing ideas in group settings.
• Clear and professional written and verbal communication.
• Ability to communicate complex topics in a simple, relatable way.
• Curiosity and eagerness to learn about financial markets, planning strategies, and client motivations and decision-making.
• Proficient in Microsoft Word and Excel, with a willingness to learn financial planning tools and CRM systems.
Supervisory Responsibilities:
• None
Physical Demands/Requirements:
The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move 10 - 15 pounds. Visual requirements include distant, close and color vision, and ability to adjust focus.
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Travel Requirement:
None
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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