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Internship Financial Planner Jobs (NOW HIRING)

Ameritas

Financial Planning Manager

Lincoln, NE · On-site

... Planner and financial planning interns that support both senior planners and financial professionals in delivering case preparation and development of comprehensive financial plans for advanced ...

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Internship Financial Planner information

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$50.5K

$96.7K

$139.5K

How much do internship financial planner jobs pay per year?

As of Jul 22, 2026, the average yearly pay for internship financial planner in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 per year, depending on experience, location, and employer.

What types of projects or tasks can an Internship Financial Planner expect to work on during their internship?

As an Internship Financial Planner, you can expect to assist with a variety of tasks such as preparing client financial reports, conducting market and investment research, supporting client meetings, and helping with the development of financial plans. Interns often work closely with experienced planners and may be involved in data entry, analysis of client portfolios, and learning about compliance standards. This role provides valuable exposure to both client-facing and analytical aspects of financial planning, offering a comprehensive introduction to the profession.

What is an Internship Financial Planner?

An Internship Financial Planner is a student or recent graduate who works under the supervision of experienced financial planners to gain practical experience in the financial planning industry. Their responsibilities typically include assisting with client research, preparing financial reports, learning about investment strategies, and supporting day-to-day operations. This role helps interns develop analytical, communication, and client-service skills essential for a career in financial planning. Interns often use this opportunity to explore the profession, build a professional network, and enhance their resumes for future job opportunities.

What are the key skills and qualifications needed to thrive as an Internship Financial Planner, and why are they important?

To thrive as an Internship Financial Planner, you need a solid understanding of finance principles, analytical skills, and often progress toward a degree in finance, accounting, or a related field. Familiarity with financial planning software like eMoney, Excel, and CRM systems, as well as pursuing certifications like CFP, is beneficial. Strong communication, attention to detail, and trustworthiness help interns build rapport with clients and team members. These skills are crucial for accurately analyzing financial data, supporting client needs, and laying the groundwork for a successful career in financial planning.

What is the difference between Internship Financial Planner vs Financial Advisor?

AspectInternship Financial PlannerFinancial Advisor
CredentialsTypically pursuing or recent graduate, may have certifications like CFP or CFP courseworkOften holds certifications like CFP, CFA, or ChFC
Work EnvironmentInternship setting, learning-focused, often in financial firms or banksClient-facing, providing financial planning and investment advice
Employer & IndustryFinancial firms, banks, or advisory companies; entry-level roleFinancial planning firms, banks, independent advisors; professional role

The main difference is that an Internship Financial Planner is an entry-level, learning-focused position often held by students or recent graduates, while a Financial Advisor is a professional role with client responsibilities and advanced certifications. Internships serve as a stepping stone toward becoming a licensed and experienced Financial Advisor.

What cities are hiring for Internship Financial Planner jobs? Cities with the most Internship Financial Planner job openings:
What are the most commonly searched types of Financial Planner jobs? The most popular types of Financial Planner jobs are:
What states have the most Internship Financial Planner jobs? States with the most job openings for Internship Financial Planner jobs include:
Internship Financial Planner jobs near you

Financial Planner Associate (Larson University)

Larson Financial Holdings, LLC

Saint Louis, MO • On-site

Full-time

Posted 4 days ago

Job description

Description:

At Larson Financial Holdings, LLC we are seeking eager aspiring Financial Planner Associates to participate in a structured 90-day development program designed to build the knowledge, skills, and licensing requirements necessary for a successful career in financial planning and wealth management. This role combines classroom learning, securities licensing preparation, client service exposure, and direct mentorship from Financial Planners and Client Service Associates.


The associate will progressively develop expertise in investment products, regulatory requirements, financial planning concepts, client onboarding, and compliance while preparing for and obtaining the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses.


Key Responsibilities

Client Service & Operations

  • Shadow Client Service Associates (CSAs) to learn client intake, onboarding, account maintenance, and service processes.
  • Observe client interactions and assist with administrative and operational workflows.
  • Learn account documentation requirements and client record management procedures.
  • Develop an understanding of client service standards and best practices.

Financial Planning Exposure

  • Observe Financial Planner meetings and client consultations.
  • Participate in financial planning development sessions and plan implementation reviews.
  • Gain experience evaluating client goals, risk tolerance, and investment objectives.
  • Learn suitability standards and recommendation processes.

Investment & Securities Knowledge

  • Develop a strong understanding of capital markets and securities industry fundamentals.
  • Learn characteristics, risks, and applications of:
    • Equities
    • Fixed income securities
    • Mutual funds
    • Exchange-traded funds (ETFs)
    • Options and derivatives
    • Alternative investments
    • Retirement plans
    • Investment company products
  • Build knowledge of portfolio construction and risk management principles.

Compliance & Regulatory Education

  • Study federal and state securities regulations.
  • Learn FINRA rules, prohibited activities, and industry compliance requirements.
  • Understand suitability standards, trading regulations, and account management procedures.
  • Develop knowledge of fiduciary responsibilities and ethical business practices.

Licensing & Professional Development

  • Complete structured training curriculum and assigned educational materials.
  • Attend training sessions, workshops, and licensing preparation courses.
  • Create study materials, including flashcards and practice reviews.
  • Complete benchmark assessments and practice examinations.
  • Successfully obtain:
    • Securities Industry Essentials (SIE)
    • Series 7 License
    • Series 66 License
Requirements:
  • Bachelor’s degree or equivalent professional experience.
  • Strong interest in financial planning, wealth management, and investment advisory services.
  • Excellent communication and interpersonal skills.
  • Strong organizational and time-management abilities.
  • Ability to learn complex financial and regulatory concepts.
  • Demonstrated commitment to professional development and licensing success.

Preferred

  • Degree in Finance, Business, Economics, Accounting, or related field.
  • Previous client service, financial services, or internship experience.
  • Familiarity with financial markets and investment concepts.

Success Metrics

  • Completion of assigned training curriculum and coursework.
  • Achievement of benchmark scores on licensing practice examinations.
  • Successful attainment of SIE, Series 7, and Series 66 licenses.
  • Demonstrated understanding of compliance and regulatory requirements.
  • Positive participation in client service, planning, and operational activities.
  • Readiness to transition into an advisory or financial planning support role.

Core Competencies

  • Client Focus
  • Professional Communication
  • Analytical Thinking
  • Regulatory Awareness
  • Attention to Detail
  • Learning Agility
  • Time Management
  • Teamwork & Collaboration
  • Ethical Decision-Making

Not eligible for benefits – this is a temporary 90-day position, full-time offer / employment is dependent on passing SIE, Series 7, and 66 exams