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Financial Representative Intern Jobs in Raleigh, NC

... assistance, financial assistance, and much more. * We value your time: From paid time off to ... Benefits for part-time, contract, and intern roles may vary. Not sure if you meet every requirement?

Police Officer Recruit

Raleigh, NC · On-site

$61K - $71K/yr

... a representative summary of the major duties and responsibilities performed by employees in this ... Your benefits impact many aspects of your life including your health, your finances, and the ...

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Financial Representative Intern information

See Raleigh, NC salary details

$11

$19

$25

How much do financial representative intern jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for financial representative intern in Raleigh, NC is $19.30, according to ZipRecruiter salary data. Most workers in this role earn between $16.59 and $21.73 per hour, depending on experience, location, and employer.

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

AspectFinancial Representative InternFinancial Advisor
CredentialsTypically pursuing or holding relevant licenses (e.g., Series 6/7), internships often require ongoing educationRequires licenses (Series 7, 66) and certifications (e.g., CFP) for independent practice
Work EnvironmentInternship setting within financial firms, learning on the job, supervisedClient-facing roles, providing financial planning and investment advice
Employer & Industry UsageUsed by financial firms for training and developmentUsed by firms and independent practitioners for client management

The main difference is that a Financial Representative Intern is a training position focused on gaining experience and learning industry skills, often with limited client responsibility. A Financial Advisor is a licensed professional who provides comprehensive financial planning and advice to clients, often with more independence and responsibility.

What types of training and mentorship can financial representative interns expect during their internship?

Financial Representative Interns typically receive comprehensive training that combines classroom instruction with hands-on experience. Interns often work closely with experienced mentors who provide guidance on prospecting clients, understanding financial products, and building strong client relationships. The work environment encourages collaboration through team meetings, shadowing opportunities, and regular feedback sessions, which help interns develop both technical and interpersonal skills. This supportive structure is designed to help interns grow into full-time roles and prepare for advancement in the financial services industry.

What is a financial representative intern?

A Financial Representative Intern is a student or recent graduate who works with a financial services company to gain hands-on experience in the financial industry. They assist full-time financial representatives in tasks such as client meetings, creating financial plans, and learning about products like insurance and investments. The internship is designed to provide practical training, professional development, and an understanding of the day-to-day responsibilities of a financial representative. Interns may also network with professionals and learn about compliance and industry regulations. This role is an entry point for those interested in pursuing a career in financial advising or related fields.

What are the key skills and qualifications needed to thrive as a financial representative intern?

To thrive as a Financial Representative Intern, a strong grasp of financial concepts, analytical skills, and coursework in finance, business, or economics are typically required. Familiarity with financial planning software, CRM systems, and basic proficiency in Microsoft Excel is important for daily tasks. Exceptional communication, active listening, and relationship-building skills help interns connect with clients and work effectively within a team. These skills and qualities are essential to developing trust with clients, supporting financial advisors, and building a successful foundation in the financial services industry.
What are the most commonly searched types of Financial Representative jobs in Raleigh, NC? The most popular types of Financial Representative jobs in Raleigh, NC are:
What are popular job titles related to Financial Representative Intern jobs in Raleigh, NC? For Financial Representative Intern jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Financial Representative Intern jobs in Raleigh, NC look for? The top searched job categories for Financial Representative Intern jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Financial Representative Intern jobs? Cities near Raleigh, NC with the most Financial Representative Intern job openings:
Infographic showing various Financial Representative Intern job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $40,146 per year, or $19.3 per hour.

Channel Sales Associate - Bank Centric

Paychex

Raleigh, NC • Remote

$51K - $95K/yr

Full-time

Medical, Retirement, PTO

Posted 6 days ago


Paychex rating

7.3

Company rating: 7.3 out of 10

Based on 176 frontline employees who took The Breakroom Quiz

230th of 485 rated business services


Job description

Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected HCM platform. As Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. This is an exciting time to join our team as we continue to invest in innovation, simplify client experiences, and shape the future of work. At Paychex, you'll have the opportunity to grow your career, make a meaningful impact, and be part of something bigger as One Paychex.


Overview

Lead with Relationships. Close with confidence.


Channel Sales is where growth happens fastest—for our clients and our people. You’ll work with businesses of 1–99 employees—the entrepreneurs powering local economies—helping them succeed with essential HR, payroll, and compliance solutions.


Through trusted partners like Banks and client referrals, you won’t just sell—you’ll build relationships, unlock opportunities, and make a real impact. Every conversation matters, every referral opens a door, and every win accelerates your career.


Responsibilities

What You’ll Do

  • Generate new business through referral partners and outbound outreach
  • Build relationships with bankers and existing clients to drive new logos 
  • Execute high-volume daily activity (calls, follow-ups, and partner touchpoints) to build pipeline
  • Sell a full suite of solutions: payroll, HR, benefits, retirement, and compliance
  • Manage a fast-paced sales cycle (1–2 weeks) with small business owners
  • Own the full process—from prospecting to closing deals

What It Takes to Win

  • Early-career sales professionals with 1-5 years of relevant experience.
  • Comfort with high activity, fast cycles, and transactional deal sizes
  • Resilience, drive, and competitive motivation
  • Coachability and ability to quickly apply feedback
  • Experience working toward goals or quotas (sales or similar environments) and demonstrated leadership experience—whether through work, school, nonprofits, fraternities/sororities, clubs, or other organizations (for example, serving as a treasurer, team lead, or project lead)

Why This Role

  • Uncapped earning potential + performance incentives and award trips
  • Rapid skill development in a high-volume, high-growth sales environment
  • Strong access to opportunities through referral-based selling
  • Real impact helping small businesses grow and stay compliant

If you’re driven, coachable, and ready to build a high-growth sales career—this is your starting point.


Qualifications
  • H.S. Diploma - Required
  • Bachelor's Degree - Preferred
  • 1 year of experience in relevant sales/marketing role.

Compensation
In the spirit of pay transparency, we are excited to share that the compensation range for this position is typically between $51,000 - $95,000. This range includes both base pay plus commissions/bonus but does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.
Live the Paychex Values
  • Act with uncompromising integrity.
  • Provide outstanding service and build trusted relationships.
  • Drive innovation in our products and services and continually improve our processes.
  • Work in partnership and support each other.
  • Be personally accountable and deliver on commitments.
  • Treat each other with respect and dignity.

What's in it for you?
  • We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.
  • We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.
  • We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.
  • We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.
  • We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.

Note: The benefits described apply to full-time employees. Benefits for part-time, contract, and intern roles may vary.


Not sure if you meet every requirement?

At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us.

Paychex is an equal opportunity employer. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.

Qualifications:
  • H.S. Diploma - Required
  • Bachelor's Degree - Preferred
  • 1 year of experience in relevant sales/marketing role.
Education:UNAVAILABLEEmployment Type: FULL_TIME

What Paychex employees say

Pay

Benefits

Hours and flexibility

Workplace

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About Paychex

Sourced by ZipRecruiter

Consult with America's businesses, leveraging Paychex key referral channels and partnerships to educate stakeholders on our services, and provide consultative solutions to increase market share and drive revenue.

Industry

Human resources consulting services

Company size

10,000+ Employees

Headquarters location

Rochester, NY, US

Year founded

1971

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