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Internship Pfs Investments Jobs (NOW HIRING)

KerberRose S.C.

Associate ParaPlanner

Appleton, WI

Maintain basic knowledge of KRW model portfolios, investment philosophy, benchmarks, and strategy ... Train and mentor interns. Requirements * Prior experience in financial planning is desirable but ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

Maintain basic knowledge of KRW model portfolios, investment philosophy, benchmarks, and strategy ... Train and mentor interns. Requirements * Prior experience in financial planning is desirable but ...

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Internship Pfs Investments information

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$9

$17

$26

How much do internship pfs investments jobs pay per hour?

As of Aug 2, 2026, the average hourly pay for internship pfs investments in the United States is $17.87, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $21.15 per hour, depending on experience, location, and employer.

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

To succeed in an Internship at PFS Investments, candidates typically need a foundational understanding of finance, strong analytical abilities, and progress toward a degree in business, finance, or a related field. Familiarity with Microsoft Excel, financial modeling tools, and customer relationship management (CRM) systems is often advantageous. Outstanding communication, teamwork, and a proactive learning mindset help interns excel in this dynamic environment. These skills and qualities are crucial for effectively supporting financial advisors, understanding client needs, and gaining valuable industry experience.

What types of projects and tasks can I expect to work on during an Internship with PFS Investments?

During an Internship with PFS Investments, you can expect to support financial advisors with research, client outreach, and administrative tasks. Interns often assist with preparing presentations, analyzing investment portfolios, and learning about regulatory compliance. You'll gain hands-on experience in financial planning and client relations, working closely with both advisors and support staff. This collaborative environment is a great opportunity to develop industry knowledge and professional skills that can support your future career in finance.

What is an Internship at PFS Investments?

An Internship at PFS Investments is a temporary, structured work experience designed for students or recent graduates interested in the financial services industry. Interns typically assist with a variety of tasks such as client support, market research, administrative duties, and learning about investment products and services offered by PFS Investments. The internship provides hands-on experience, mentorship, and an opportunity to develop professional skills that can be valuable for a future career in finance. Interns may also have the chance to observe or participate in sales, client meetings, and financial planning activities.

What is the difference between Internship Pfs Investments vs Financial Analyst Intern?

AspectInternship Pfs InvestmentsFinancial Analyst Intern
Required CredentialsCurrently enrolled in finance, economics, or related degreeSame as Internship Pfs Investments
Work EnvironmentFinancial services firm, investment-focusedFinancial services firm, investment-focused
Employer & Industry UsageUsed by investment firms, banks, asset managersCommonly used in finance and investment sectors
Search & Comparison IntentYes, often compared for entry-level finance roles

Internship Pfs Investments and Financial Analyst Intern roles are similar in credentials, work environment, and industry usage. Both are entry-level positions in finance, focusing on investment analysis, financial modeling, and market research. The main difference lies in the specific company or program branding, but their responsibilities and requirements are largely aligned, making them comparable options for students seeking finance internships in investment firms.

More about Internship Pfs Investments jobs
What cities are hiring for Internship Pfs Investments jobs? Cities with the most Internship Pfs Investments job openings:
What are the most commonly searched types of Pfs Investments jobs? The most popular types of Pfs Investments jobs are:
What states have the most Internship Pfs Investments jobs? States with the most job openings for Internship Pfs Investments jobs include:
What job categories do people searching Internship Pfs Investments jobs look for? The top searched job categories for Internship Pfs Investments jobs are:
Internship Pfs Investments jobs near you
Infographic showing various Internship Pfs Investments job openings in the United States as of July 2026, with employment types broken down into 3% Internship, 73% Full Time, 22% Part Time, 1% Temporary, and 1% Contract. Highlights an 87% Physical, 1% Hybrid, and 12% Remote job distribution, with an average salary of $37,171 per year, or $17.9 per hour.

Associate ParaPlanner

KerberRose S.C.

Appleton, WI

Other

Re-posted 6 days ago

Job description

Description

Location: Appleton, WI (Onsite)


Candidates must reside within a reasonable commuting distance.
Join a dynamic and generationally diverse team of professionals committed to serving clients with the highest standards of ethics and professionalism. As a Associate Paraplanner, you will play a vital role in supporting our internal team, managing schedules, coordinating tasks, and contributing to relationship development. This position provides a unique opportunity to explore the Wealth Management industry from behind the scenes and build a strong foundation for a rewarding career in financial planning. 


Key Responsibilities:

  • Draft and update financial plans with oversight from Financial Planner.
  • Collaborate with wealth advisors to understand client needs.
  • Refine proficiency in financial planning software.
  • Maintain basic knowledge of KRW model portfolios, investment philosophy, benchmarks, and strategy.
  • Work with Client Service Team on routine/simple client requests.
  • Provide limited support to onboard new clients.
  • Assist with organizing and updating Advyzon, RightCapital, and client folders.
  • Assist with tax season efforts.
  • Train and mentor interns.

Requirements


  • Prior experience in financial planning is desirable but not required; this is an entry-level role with strong career development potential. Preference will be given to candidates currently enrolled in or who have completed financial planning education leading to professional certification (e.g., CFP or CPA/PFS).
  • Exceptional written and verbal communication skills.
  • Self-motivated and productive, with the ability to work both independently and as part of a team.
  • Strong attention to detail and the ability to anticipate and meet client needs.
  • Excellent project management skills, with the ability to handle and prioritize multiple tasks effectively.
  • Proficiency in Microsoft Office Suite.

Culture and Core Values:KerberRose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture:

  • Honesty
  • Integrity
  • Respect
  • Balanced Life
  • Community Oriented

Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.  

Apply