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How much do financial rep intern jobs pay per hour?

As of May 30, 2026, the average hourly pay for financial rep intern 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 Rep Intern, and why are they important?

To thrive as a Financial Rep Intern, you need a foundational understanding of finance and business concepts, typically supported by coursework in finance, economics, or related fields. Familiarity with CRM software, financial planning tools, and proficiency in Microsoft Office are commonly required, while some firms may value progress toward industry certifications like the Series 7 or 63. Strong interpersonal skills, initiative, and effective communication help interns build trust and rapport with clients and colleagues. These skills and qualifications are crucial for delivering excellent client service, supporting financial advisors, and developing a successful career in the financial services industry.

What types of projects or responsibilities can a Financial Rep Intern expect during their internship?

As a Financial Rep Intern, you can expect to participate in a variety of tasks such as assisting with client meetings, conducting research on financial products, preparing presentations, and supporting experienced representatives with client portfolio management. Interns often get hands-on experience with prospecting new clients and learning about compliance and regulatory requirements. The role typically involves a mix of administrative support and direct client engagement, offering valuable exposure to the daily operations of a financial services team.

What is a Financial Rep Intern?

A Financial Rep Intern is a student or recent graduate who works with a financial services firm to gain hands-on experience in financial advising, client relations, and sales. This internship typically involves learning about financial products, assisting with client meetings, and supporting licensed representatives in their daily tasks. The goal is to provide real-world exposure to the financial industry and help interns develop essential skills for a future career as a financial advisor or representative.
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Financial Rep Intern jobs near you
Infographic showing various Financial Rep Intern job openings in the United States as of May 2026, with employment types broken down into 17% As Needed, 33% Full Time, 17% Part Time, and 33% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $41,299 per year, or $19.9 per hour.

Financial Representative Entry Level

Northwestern Mutual - Lawhon Network

Miami, FL • On-site

$67K - $89K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 3 days ago

Job description

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

Northwestern Mutual Lawhon Network, recognized as a Top 100 Workplace in 2025 by the Sun Sentinel, is committed to developing the next generation of financial professionals who are driven by purpose and impact. Our mission is to lead and inspire individuals by aligning their vision, values, and actions to achieve financial security, one community, one business, and one life at a time. Guided by a vision to cultivate leaders and advisors dedicated to excellence, we are passionate about the growth of our people and the meaningful impact we make in our communities, as we strive to become a top-performing network office by every measure.
Our district offices are located at:
  • 500 E Broward Blvd, Fort Lauderdale, FL 33394
  • 201 Alhambra Cir, Coral Gables, FL 33134
  • 19950 W Country Club Dr, Aventura, FL 33180
  • 100 SE 2nd St, Miami, FL 33131
  • 4501 Tamiami Trl N, Naples, FL 34103
Follow this link to hear about a Day in the Life of a Financial Representative with the Lawhon Network: https://youtu.be/7lYX5rb5e80

A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Our Team:

Grant Stevens Wealth Management Advisor, District Director of Fort Lauderdale:
  • Time with NM: 15 years.
  • Prior Experience: Began his career with Northwestern Mutual as an intern while attending the University of Washington and has grown his career within the organization.
  • Passionate About: A proud dog dad with family roots in Louisiana, Grant is passionate about both wealth and health. He is a fitness enthusiast and CrossFit coach who also enjoys exploring psychology and philosophy in his free time.
TJ Pacchioli Wealth Management Advisor, Managing Director of Miami:
  • Time with NM: 15 years.
  • Prior Experience: Former college football athlete prior to joining Northwestern Mutual.
  • Passionate About: TJ is a dedicated father of four and prioritizes spending quality time with his children and family.
Jonathan Ramirez Wealth Management Advisor, Managing Director of Naples:
  • Time with NM: 12 years.
  • Prior Experience: Started with Northwestern Mutual as a financial representative intern while playing soccer at Florida International University (FIU), and has built his career with the organization since.
  • Passionate About: Jonathan is deeply devoted to his family, especially his son, and brings that same commitment to all areas of his life. An avid soccer player, he values teamwork, discipline, and competition, and is guided by a strong faith that shapes his leadership and purpose.
Brian Reas Managing Director of Aventura:
  • Time with NM: 20 years.
  • Prior Experience: Began his career with Northwestern Mutual as an IT intern at the home office in Milwaukee and has grown within the organization ever since.
  • Passionate About: Brian is married to Lisa, and together they have two children. He is deeply passionate about his family, coaching his childrens sports teams, and giving back to the community. He also serves on the Board of Directors for The Crockett Foundation and is actively involved with the NSU Art Museum and Joe DiMaggio Childrens Hospital.
Robert Poleo Managing Director of Coral Gables:
  • Time with NM: 25 years.
  • Prior Experience: Started with Northwestern Mutual as a Financial Representative intern in the Fort Lauderdale office while attending Florida State University (FSU), and has built his career with the organization.
  • Passionate About: Rob centers his life around faith, family, and fun. He enjoys boating, fishing, traveling, and trying new restaurants, and is equally committed to maintaining his health through regular exercise and personal wellness.
Emmy Iragorri Chief Recruitment Officer:
  • Time with NM: 7 years.
  • Prior Experience: Background in executive recruiting prior to joining Northwestern Mutual.
  • Passionate About: Raised in a family with roots in California and Mexico, Emmy is a Cal State Fullerton alum who enjoys staying active and exploring new places. She is passionate about Pilates and barre, hiking, traveling, and studying languages. Married, she values balancing family life with a strong commitment to wellness and lifelong learning.
About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
  • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
  • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
  • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
  • Education: A bachelor's degree is strongly preferred.
  • Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
  • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
  • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
  • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
  • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Emmy Iragorri is a Chief Recruitment Officer of NM and not in legal partnership with NM, or its subsidiaries.