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Financial Planning Intern Jobs (NOW HIRING)

CFS

FP&A Intern

New Canaan, CT · On-site

$18/hr

Westport, CT (Fully In-Office) Reports To: FP&A Manager Hourly pay: $18/hr Position Overview Our client is seeking a driven and detail-oriented FP&A Intern to support our finance team in analyzing ...

CFS

FP&A Intern

Norwalk, CT · On-site

$18/hr

Westport, CT (Fully In-Office) Reports To: FP&A Manager Hourly pay: $18/hr Position Overview Our client is seeking a driven and detail-oriented FP&A Intern to support our finance team in analyzing ...

CFS

FP&A Intern

Bridgeport, CT · On-site

$18/hr

Westport, CT (Fully In-Office) Reports To: FP&A Manager Hourly pay: $18/hr Position Overview Our client is seeking a driven and detail-oriented FP&A Intern to support our finance team in analyzing ...

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 ...

Dar Group

Aviation Planning Intern

Chicago, IL · On-site

$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 ...

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 ...

Bakerly Barn

FP&A Intern

Coral Gables, FL · On-site

$17 - $22.25/hr

The FP&A (Financial Planning & Analysis) Intern plays a key role in providing analytical and project support to Bakerly's FP&A team across three workstreams: Industrial, Commercial, and Business ...

Procon

Internship - Accounting & ERP

Buford, GA · On-site

$14.50 - $18.50/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 ...

Bakerly LLC

FP&A Intern

Coral Gables, FL

$17 - $22.25/hr

The FP&A (Financial Planning & Analysis) Intern plays a key role in providing analytical and project support to Bakerly's FP&A team across three workstreams: Industrial, Commercial, and Business ...

Bakerly

FP&A Intern

Miami, FL · On-site

$17 - $22.25/hr

The FP&A (Financial Planning & Analysis) Intern plays a key role in providing analytical and project support to Bakerly's FP&A team across three workstreams: Industrial, Commercial, and Business ...

Ricoh USA, Inc.

Intern, Inventory Planning

Exton, PA · On-site

$15 - $19.25/hr

Intern, Inventory Planning POSITION PROFILE The Inventory Planning intern will participate in all ... Contribute to your financial security with Retirement Savings Plan (401K), Health Savings Account ...

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

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

Sault Sainte Marie, MI · On-site

$14.75 - $19/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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How much do financial planning intern jobs pay per hour?

As of Jun 8, 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:
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Financial Planning Intern jobs near you
Infographic showing various Financial Planning Intern job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $36,118 per year, or $17.4 per hour.

FP&A Intern

CFS

New Canaan, CT • On-site

$18/hr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

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Financial Planning & Analysis (FP&A) Intern

Location: Westport, CT (Fully In-Office)
Reports To: FP&A Manager
Hourly pay: $18/hr

Position Overview

Our client is seeking a driven and detail-oriented FP&A Intern to support our finance team in analyzing business performance and improving financial decision-making. This internship offers hands-on experience in financial planning, reporting, and data analysis within a dynamic, multi-entity environment.

The ideal candidate is analytical, curious, and eager to learn how financial insights drive operational and strategic outcomes.

Key Responsibilities
  • Assist in preparing recurring financial reports, including variance analysis and performance summaries
  • Support budgeting and forecasting activities by gathering data and updating financial models
  • Analyze key business metrics such as revenue, expenses, and operational trends
  • Identify patterns, insights, and potential risks through data analysis
  • Build, update, and maintain Excel-based financial models and reporting tools
  • Contribute to the preparation of presentations and materials for leadership review
  • Collaborate cross-functionally to collect data and better understand business drivers
  • Perform ad hoc analyses to support strategic initiatives and ongoing business needs
  • Help ensure accuracy and consistency of financial and operational data
  • Participate in process improvement efforts to enhance reporting efficiency and workflow
Qualifications

Required:

  • Currently pursuing a Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business, or a related field
  • Strong analytical and problem-solving skills
  • Proficiency in Microsoft Excel (e.g., pivot tables, formulas, data organization)
  • High attention to detail and strong organizational skills
  • Effective written and verbal communication skills
  • Ability to manage multiple priorities in a fast-paced environment

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