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Financial Planning Intern Jobs (NOW HIRING)

Hantz Group

Planning Analyst - Intern

Midland, MI · On-site

$13.25 - $17.25/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 ...

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

Bay City, MI · On-site

$14.50 - $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

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 ...

Dar Group

Intern Aviation Planner

Cincinnati, OH · On-site

$14.75 - $19.25/hr

... planning, airfield and airspace, business and finance, commercial development, environmental, ground transportation, master planning and strategy, terminal planning and design. Job Summary Are you ...

Dar Group

Intern Aviation Planner

Cincinnati, OH

$14.75 - $19.25/hr

... planning, airfield and airspace, business and finance, commercial development, environmental, ground transportation, master planning and strategy, terminal planning and design. Job Summary Are you ...

BillionToOne

FP&A Intern

Menlo Park, CA · Hybrid

$25/hr

BillionToOne is seeking an FP&A Intern to support our Finance team over a 10-week summer engagement. This role offers a hands-on immersion into corporate financial planning and analysis-giving you ...

Leggett & Platt

FP&A Intern (North Carolina)

Beulaville, NC · On-site

$16 - $21/hr

The FP&A Intern will help lay the groundwork for a strong, data-driven FP&A organization within PHC US. You will support the development and expansion of FP&A capabilities at PHC US . This role ...

yes

FP&A Summer Intern - Finance

Denver, CO · On-site

$18.25 - $23.75/hr

As an FP&A intern, you will play a key role in supporting critical finance initiatives while gaining hands-on experience in a dynamic and fast-paced environment. Over the course of the internship ...

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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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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.
Planning Analyst - Intern

Planning Analyst - Intern

Hantz Group

Midland, MI • On-site

$13.25 - $17.25/hr

Internship

Posted 15 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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