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$50.5K

$96.7K

$139.5K

How much do internship financial planner jobs pay per year?

As of Jun 7, 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.

More about Internship Financial Planner jobs
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:
What job categories do people searching Internship Financial Planner jobs look for? The top searched job categories for Internship Financial Planner jobs are:
Internship Financial Planner jobs near you

Associate Financial Professional

Stone Press Financial Group

North Myrtle Beach, SC • On-site

$80K/yr

Full-time

Posted 11 days ago

Job description

Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!

Compensation:

$80,000+ at plan earnings


Responsibilities:
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
  • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications:
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
  • Requires a Bachelor’s degree in finance, business administration, or related field
  • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
  • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
  • Bachelor's Degree preferred, sales experience and/or financial internships a plus.
  • A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth.
  • You are personable and caring, with a natural ability to connect and communicate with others.
  • Enthusiastic, high energy, and positive attitude.
  • Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously.
  • Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team.
  • Must have excellent communication and interpersonal skills.
  • Quick learner who is comfortable in a fast-paced, dynamic environment.

About Company

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.