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Financial Planning Internship Jobs (NOW HIRING)

Ameritas

Financial Planning Manager

Lincoln, NE · On-site

Manage and develop the financial planning interns, including overseeing their training toward readiness for financial professional roles post-graduation * Oversee data gathering and entry into ...

Metallus

Financial Planning & Analysis Intern

Canton, OH

$19.25 - $33.50/hr

Metallus Internship Program At Metallus, our internship program is designed to make you part of our ... The FP&A Intern supports the finance team in budgeting, forecasting, and business analysis ...

Metallus

Financial Planning & Analysis Intern

Canton, OH · On-site

$19.25 - $33.50/hr

Metallus Internship Program At Metallus, our internship program is designed to make you part of our ... The FP&A Intern supports the finance team in budgeting, forecasting, and business analysis ...

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How much do financial planning internship jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for financial planning internship in the United States is $19.86, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $22.36 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 solid grasp of finance principles, analytical skills, and coursework or a degree in finance, accounting, or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), Microsoft Excel, and CRM systems is commonly required. Strong attention to detail, effective communication, and eagerness to learn help interns stand out and build client trust. These competencies are vital for providing accurate financial analyses, supporting advisors, and fostering professional growth in a competitive industry.

What is a financial planning internship?

A Financial Planning Internship is a temporary position, usually for students or recent graduates, that provides hands-on experience in the financial planning industry. Interns typically assist with tasks such as researching investment opportunities, preparing client financial reports, and supporting financial advisors with client meetings. The internship offers valuable exposure to financial strategies, regulatory requirements, and client relationship management. This experience helps interns gain practical skills and insights that are essential for pursuing a career in financial planning.

What is the difference between Financial Planning Internship vs Financial Analyst?

AspectFinancial Planning InternshipFinancial Analyst
Required CredentialsTypically pursuing finance, economics, or related degree; some certifications like CFP are not requiredOften requires a degree in finance, accounting, or economics; certifications like CFA are common
Work EnvironmentInternship setting, often in financial advisory firms or banks, with mentorship and trainingFull-time role in corporate finance, investment firms, or banks, with more responsibility
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companies for training new talentUsed by investment firms, corporations, and financial institutions for analysis and decision-making

The main difference is that a Financial Planning Internship is an entry-level, training-focused position for students or recent graduates, while a Financial Analyst is a full-time professional role requiring more experience and often certifications. Internships provide exposure and foundational skills, whereas analyst roles involve in-depth financial analysis and decision support.

What typical projects or tasks can I expect to work on during a financial planning internship?

During a Financial Planning Internship, you can expect to assist with preparing client financial reports, conducting market and investment research, and supporting the development of financial plans under the guidance of experienced advisors. Interns often participate in client meetings, help with data entry and analysis using financial planning software, and collaborate with team members to ensure clients’ portfolios are up-to-date. This hands-on experience provides valuable insight into the day-to-day responsibilities of a financial planner and helps interns develop both technical and communication skills crucial for a future career in finance.
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Financial Planning Internship jobs near you
Infographic showing various Financial Planning Internship job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $41,299 per year, or $19.9 per hour.

Financial Planning Internship

Northwestern Mutual - Central Illinois

Springfield, IL • On-site

$60K - $80K/yr

Full-time

Medical, Dental, Vision

Re-posted 5 days ago

Job description

Benefits:
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Financial Planning Internship Program
The Northwestern Mutual College Financial Planning internship offers hands-on experience in building a financial planning practice with the support of a Fortune 500 company. Interns gain guidance, connections, and tools to develop their skills while engaging with experts and learning how financial strategies and solutions are introduced to clients. Key benefits include:
  • Flexible schedules to balance with classes.
  • Real-world experience in prospecting, networking, and business strategy.
  • Training in proprietary planning software and licensing (Life, Accident, Health insurance).
  • Opportunities for certifications (Series 6 & 63, CFP®).
  • Weekly coaching and professional development.
  • Access to leadership programs and recognition events.
This program prepares interns for future opportunities, including a full-time Financial Representative or Advisor role upon graduation, while fostering personal and professional growth.
Follow this link to learn more about our internship: https://youtu.be/zYwzixA9SdM
At Northwestern Mutual – Central Illinois, we are guided by the core values of Courage, Passion, and Growth. These principles shape everything we do, from how we support our clients to how we build our team. Our culture strikes the balance between professionalism and approachability, creating a collaborative and supportive environment where new Financial Representatives are set up to succeed. 
Our commitment to impact extends beyond financial services. We take pride in giving back to our community through support of local organizations such as HSHS St. John’s Children’s Hospital, Contact Ministries, the James Project, and Alex’s Lemonade Stand. If you're looking for a career where you can make a difference, both in your clients’ lives and in your community, while building a business with unlimited potential, we’d love to talk with you.
Meet Our Intern Alumni:

Eli Cook:
  • Current role and time with NM: Growth & Development Director & Financial Advisor; 12 years
  • University attended: University of Illinois Springfield
  • Graduation year: December 2017
  • Brief description of their college experience: Eli began his Northwestern Mutual journey as a college freshman, gaining hands-on experience, earning his securities licenses, and building a client base before graduating from UIS. Now a successful full-time advisor and Growth & Development Director, he leads the internship program and is passionate about helping students turn the internship into a long-term career.
Hunter Newbold:
  • Current role and time with NM: College Unit Director & Financial Advisor; 2.5 years
  • University attended: Illinois College
  • Graduation year: December 2024
  • Brief description of their college experience: Hunter studied Finance and Economics at Illinois College and held multiple leadership roles in the Investment Club before being recruited into the Northwestern Mutual internship. After earning his securities licenses and gaining experience while still in school, he transitioned into a full-time advisor role and now serves as College Unit Director, helping lead and support the internship program.
Gabby Njapa:
  • Current role and time with NM: Internship Coordinator; 2.5 years
  • University attended: Illinois State University
  • Graduation year: December 2023
  • Brief description of their college experience: Gabby began her Northwestern Mutual internship in the summer of 2023 and continued through her final semester, graduating with a degree in Business Administration. While she ultimately chose a different career path than advising, she loved her experience and now serves as Internship Coordinator, working alongside Eli and Hunter to support and run the internship program.
Are you a fit for this internship? 
  • Full-time students (juniors and seniors preferred)
  • Ambitious, with a curiosity for business development
  • Highly involved on campus (leader, athlete, campus orgs, student government, etc.) 
  • Excellent time-management skills 
  • Business savvy and desire to increase critical thinking abilities
  • Professional: Coachable, responds well to accountability, strong communication skills, articulate
  • Financial service interest: Financially motivated, capacity for hard work, interest in making an impact with others
  • Key characteristics: Motivated, competitive, willingness to overcome obstacles/deal with adversity
Compensation & Benefits 
  • Strong Earnings Potential
  • Learning and Development Financial Incentives 
  • Productivity Bonuses 
  • Exposure to the financial services industry, including optional licensing education for students who qualify and are interested. Licensing is not required to begin the internship.
Launch your internship with hands-on experience, impactful training, and the opportunity to build a foundation for your future in business!
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Patrick Scheina is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.