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Financial Planner Intern Jobs (NOW HIRING)

Hantz Group

Planning Analyst - Intern

Tecumseh, MI · On-site

$15.25 - $19.75/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

Traverse City, MI · On-site

$15.25 - $19.75/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

Saginaw, 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

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 ...

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 ...

Hantz Group

Planning Analyst - Intern

Bay City, 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

Maumee, OH · On-site

$14.50 - $18.75/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

Bay City, 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 ...

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 ...

Hantz Group

Planning Analyst - Intern

Tecumseh, MI · On-site

$15.25 - $19.75/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

Traverse City, MI · On-site

$15.25 - $19.75/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

Saginaw, MI · On-site

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 ...

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 ...

Stand Out For Good

Fall 2026 FP&A Intern

Knoxville, TN · On-site

$17 - $22.25/hr

As an FP&A intern, you will assist in financial reporting, budgeting, and strategic analysis to support key decision-making within the company. Key Responsibilities * Assist with Financial Reporting:

Procon

Internship - Accounting & ERP

Buford, GA

$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 ...

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Financial Planner Intern information

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How much do financial planner intern jobs pay per hour?

As of Jul 2, 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 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 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
Planning Analyst - Intern

Planning Analyst - Intern

Hantz Group

Tecumseh, MI • On-site

$15.25 - $19.75/hr

Other

Posted 9 days ago

Job description

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 over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.
Areas of Focus:
  • Asset Management
  • Financial Planning and Retirement
  • Insurance
  • Tax Strategy and Planning
  • Cash Flow Analysis
  • Debt Strategies
  • Estate Planning
  • Property and Casualty Insurance

The Holistic Approach to Financial Planning
Hantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning.  Financial Planning is the core of our holistic approach.
As a Planning Analyst Intern, you will be integrated into the Family Office.  Working closely with our Financial Advisors will broaden your knowledge about the financial services industry and the important part that Tax Planning and Insurance plays in a client’s overall financial health.  Our flexible working hours will allow you to gain valuable hands on experience in the field while obtaining your degree.
Essential Job Functions:
  • Work as a Liaison for Financial Advisors and Product Providers
  • Daily review of new business, for accuracy and compliance reviews then follow up with Product Providers and Financial Advisors to complete and settle transactions/ business
  • Manage a case load of communications including phone calls, and emails from Financial Advisors, and Product Providers to provide critical support in the funding process of customer accounts
  • Studying for and obtaining Property & Casualty license
  • Opportunities for growth through acquiring FINRA Securities Licenses available
  • Comply with all Industry Rules and Regulations
  • All other tasks as assigned

Education/Knowledge & Skills:
  • Pursuing a Bachelor’s Degree
  • Interest in pursuing a career in financial services
  • Availability to work 20-25 hours a week
  • Strong oral and written communication skills
  • Effective time management skills and able to work independently
  • Detail oriented and strong analytical problem solving skills
  • Ability to complete industry licensing
  • Ability to use constructive criticism to positively influence work
  • Proficient in Microsoft Office

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.

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