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Financial Planning Intern Jobs (NOW HIRING)

TAS Energy Inc.

Production Planning Intern

Houston, TX

$14.25 - $18.50/hr

The Production Planning Intern will collaborate closely with the ERP Demand Planner and Production ... As part of Comfort Systems USA, TAS is backed by the resources and financial strength of a $3B ...

Dar Group

Aviation Planning Intern

Chicago, IL · On-site

$20 - $30/hr

... finance, commercial development, environmental, ground transportation, master planning and strategy, terminal planning and design. Job Summary Landrum & Brown is seeking a motivated intern with a ...

UNITED PETROLEUM TRANSPORTS INC

FP&A Intern

Oklahoma City, OK · On-site

$16.50 - $21.50/hr

United Petroleum Transports Title: FP&A Intern Department: Finance Location: OKC Reports To: Senior Manager of FP&A FLSA: Non-Exempt (Intern) Job Objectives: Embrace, promote, and achieve the Vision ...

Dar Group

Aviation Planning Intern

Chicago, IL

$30/hr

... finance, commercial development, environmental, ground transportation, master planning and strategy, terminal planning and design. Job Summary Landrum & Brown is seeking a motivated intern with a ...

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 ...

TAS Energy Inc.

Production Planning Intern

Houston, TX

$14.25 - $18.50/hr

The Production Planning Intern will collaborate closely with the ERP Demand Planner and Production ... As part of Comfort Systems USA, TAS is backed by the resources and financial strength of a $3B ...

IPL (Indiana)

Workforce Planning Intern

Arlington, VA

$21 - $30.18/hr

The workforce planning intern will partner closely with HR, Payroll, and Finance teams to ensure accuracy, transparency, and strategic value in workforce cost management. Main Responsibilities:

BBYO

OR

$18.40/hr

... planning, coordination, and operational excellence, and as an intern,you'llplay ameaningfulrole in ... Process payments and financial records by supporting registration payment tracking, reconciliation ...

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 ...

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Financial Planning Intern information

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How much do financial planning intern jobs pay per hour?

As of Jul 20, 2026, the average hourly pay for financial planning 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 the key skills and qualifications needed to thrive as a Financial Planning Intern, and why are they important?

To thrive as a Financial Planning Intern, you need a foundational understanding of finance, accounting, and investment principles, often supported by coursework in finance or a related field. Familiarity with financial planning software, Microsoft Excel, and CRM systems is typically required. Strong analytical skills, attention to detail, and effective communication help interns analyze client data and collaborate with team members. These abilities are essential for providing accurate financial recommendations and supporting client relationships in a professional setting.

What types of tasks and projects can a Financial Planning Intern expect to work on during their internship?

As a Financial Planning Intern, you will typically support experienced advisors by conducting research on investment options, preparing client reports, assisting with data entry and financial analysis, and participating in client meetings or review sessions. Interns often help with the development of financial plans, portfolio reviews, and learning to use financial planning software. This hands-on exposure offers a chance to develop core industry skills, understand regulatory requirements, and build professional relationships within a collaborative team environment.

What is the difference between Financial Planning Intern vs Financial Advisor?

AspectFinancial Planning InternFinancial Advisor
CredentialsTypically pursuing or holds a degree in finance, economics, or related field; may have certifications like CFP or CFA in progressOften holds certifications such as CFP, CFA, or Series 7/66 licenses
Work EnvironmentInternship setting, often in financial firms, assisting with research and client dataClient-facing roles, providing personalized financial advice and planning services
Employer & Industry UsageUsed by financial firms, banks, and investment companies for entry-level rolesUsed by financial advisory firms, banks, and independent advisors for client services

The main difference is that a Financial Planning Intern is an entry-level position focused on learning and supporting financial planning tasks, often as a stepping stone. A Financial Advisor is a professional providing comprehensive financial advice to clients, usually with relevant certifications and more responsibility.

What does a Financial Planning Intern do?

A Financial Planning Intern supports financial advisors and planners by assisting with research, preparing client reports, and helping analyze financial data. Interns typically learn about investment strategies, retirement planning, and risk management while gaining practical experience in client communication and administrative tasks. The role is designed to provide hands-on exposure to the financial planning industry, helping interns develop skills necessary for a future career as a financial advisor or planner.
More about Financial Planning Intern jobs
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What are the most commonly searched types of Financial Planning jobs? The most popular types of Financial Planning jobs are:
What states have the most Financial Planning Intern jobs? States with the most job openings for Financial Planning Intern jobs include:
What job categories do people searching Financial Planning Intern jobs look for? The top searched job categories for Financial Planning Intern jobs are:
Financial Planning Intern jobs near you
Infographic showing various Financial Planning Intern job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $36,118 per year, or $17.4 per hour.
Production Planning Intern

Production Planning Intern

TAS Energy Inc.

Houston, TX

$14.25 - $18.50/hr

Full-time, Internship

Re-posted 26 days ago

TAS Energy rating

6.6

Company rating: 6.6 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

POSITION OVERVIEW:
The Production Planning Intern will collaborate closely with the ERP Demand Planner and Production Planning Manager to reconcile and synchronize project dates within the ERP system. This role involves analyzing project timelines, coordinating with various departments to ensure accurate data entry, and implementing adjustments to align production schedules with project milestones for the efficient manufacturing of data centers and modular cooling units.
 
KEY JOB RESPONSIBILITIES:
  • Collaborate with project scheduling, engineering, manufacturing, and accounting teams at TAS to ensure alignment of production plans with project timelines and resource availability.
  • Participate in project team meetings to provide insights and updates on production schedules, resource allocation, and procurement status.
  • Work closely with Scheduling and Document Controls departments to maintain accurate records of production schedules, resource utilization, and document revisions.
  • Monitor and track procurement items against project schedules, coordinating with procurement teams to ensure timely delivery of materials and components.
  • Tracking procurement items against project schedules
  • Complete Capstone Project Capstone 
  • Other duties as assigned by TAS
 
JOB SKILLS
  • Proficient with Microsoft Word and Excel.
 
EDUCATION & TRAINING
  • Currently enrolled and pursuing a degree in engineering or project management 

PHYSICAL REQUIREMENTS/WORK ENVIRONMENT: 

Position is at least 80% to 95% at a desk working with computer. Ability to exert up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body.  Performs other physical activities including use of fingers, sitting, stooping, bending, crouching, talking, hearing and performing repetitive motions.  Visual acuity requirements include color, depth perception and field of vision necessary to prepare and analyze data and figures, operate a computer terminal and conduct extensive reading.  The incumbent will be subject to inside environmental conditions. 

COMPANY OVERVIEW: 

Join a team driven to excel in all that we do!  When you join TAS, you join a Houston-headquartered private company with a solid reputation built on outstanding value, integrity and customer focus.  We offer our customers and employees the best of both worlds:  a small company feel with the resources, talent, process and international reach of a large company. 
TAS is a leading modular engineering, design, and manufacturing company with four facilities encompassing over 725,000+ sq ft. As part of Comfort Systems USA, TAS is backed by the resources and financial strength of a $3B public company. We have completed over 430 projects in 33 countries with industry leading safety performance. Our projects span a diverse array of customer needs from central utility plants, cooling/compressed air plants, data centers, electrical rooms, waste heat recovery, and gas turbine chilling. Our passion is designing innovative modular products and executing them at scale for customers. The company is headquartered in Houston, TX and has five ISO 9001 certified manufacturing facilities, with close proximity to major shipping ports and interstate highways.  TAS manages all logistics and transportation facilitating accelerated construction at customer’s facilities. 
 
TAS’ fastest growing business is the data center market.  By applying deep expertise in cooling, thermodynamics and power, TAS has developed an entire product line that revolutionizes data center delivery.  TAS was selected as one of the 20 Most Promising Energy Technology Solution Providers 2016 & 2017 by CIO Review. 
 
With our tremendous market potential, advanced technological systems, entrepreneurial culture as well as a talented and productive workforce, we continue to set and exceed aggressive market penetration and financial goals.  More information is available at the company website at: www.tas.com. 

IMPORTANT NOTICE: TAS has implemented a non-smoking hiring policy effective January 1, 2012 under which Individuals considered for employment will need to pass a drug test which includes a nicotine panel.     

The above declarations are not intended to be an all-inclusive list of the duties and responsibilities of the job described, nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job. 

Applications and resumes will be kept on file for a limited time and that the Company is under no duty or obligation to contact applicants if they are not selected for the job applied for or if other jobs become available in the future. Applicants that desire to apply for a job that becomes available at the Company in the future, should submit a new employment application or resume. 

TAS Energy Inc. guarantees equal employment opportunity to all qualified applicants. All qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. 

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