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Investment Advisor Intern Jobs (NOW HIRING)

Plantemoran

2027 Financial Advisor Intern

Denver, CO

$18.25 - $24/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... Strong interest in investments and economics. * Passionate about helping individuals and families ...

Plantemoran

2027 Financial Advisor Intern

Kalamazoo, MI

$16.75 - $22/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... Strong interest in investments and economics. * Passionate about helping individuals and families ...

Plantemoran

2027 Financial Advisor Intern

Columbus, OH · On-site

$17.25 - $22.50/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... Strong interest in investments and economics. * Passionate about helping individuals and families ...

Plantemoran

2027 Financial Advisor Intern

Auburn Hills, MI

$16.75 - $22/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... Strong interest in investments and economics. * Passionate about helping individuals and families ...

Plantemoran

2027 Financial Advisor Intern

Columbus, OH

$17.25 - $22.50/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... Strong interest in investments and economics. * Passionate about helping individuals and families ...

Plantemoran

2027 Financial Advisor Intern

Detroit, MI

$17.50 - $23/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... Strong interest in investments and economics. * Passionate about helping individuals and families ...

Plantemoran

2027 Financial Advisor Intern

Denver, CO · On-site

$18.25 - $24/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... Strong interest in investments and economics. * Passionate about helping individuals and families ...

Plantemoran

2027 Financial Advisor Intern

Southfield, MI · On-site

$16.25 - $21.25/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... Strong interest in investments and economics. * Passionate about helping individuals and families ...

Plantemoran

2027 Financial Advisor Intern

Auburn Hills, MI · On-site

$16.75 - $22/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... Strong interest in investments and economics. * Passionate about helping individuals and families ...

Plantemoran

2027 Financial Advisor Intern

Kalamazoo, MI · On-site

$16.75 - $22/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... Strong interest in investments and economics. * Passionate about helping individuals and families ...

Plantemoran

2027 Financial Advisor Intern

Ann Arbor, MI

$17.25 - $22.75/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... Strong interest in investments and economics. * Passionate about helping individuals and families ...

Plantemoran

2027 Financial Advisor Intern

Southfield, MI

$16.25 - $21.25/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... Strong interest in investments and economics. * Passionate about helping individuals and families ...

Plantemoran

2027 Financial Advisor Intern

Southfield, MI · On-site

$16.25 - $21.25/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... Strong interest in investments and economics. * Passionate about helping individuals and families ...

Plantemoran

2027 Financial Advisor Intern

Detroit, MI · On-site

$17.50 - $23/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... Strong interest in investments and economics. * Passionate about helping individuals and families ...

Plantemoran

2027 Financial Advisor Intern

Ann Arbor, MI · On-site

$17.25 - $22.75/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... Strong interest in investments and economics. * Passionate about helping individuals and families ...

Plantemoran

2027 Financial Advisor Intern

Southfield, MI · On-site

$16.25 - $21.25/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... Strong interest in investments and economics. * Passionate about helping individuals and families ...

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Investment Advisor Intern information

What does an investment advisor intern do?

An Investment Advisor Intern supports financial advisors by assisting with research, preparing investment reports, and helping to create financial plans for clients. They may also interact with clients under supervision, conduct market analysis, and learn about different investment products and strategies. The internship provides valuable hands-on experience in the finance industry and helps interns develop skills necessary for a future career as an investment advisor.

What types of projects and responsibilities can an investment advisor intern expect during their internship?

As an Investment Advisor Intern, you can expect to be involved in a mix of research, client support, and administrative tasks. Typical responsibilities include assisting advisors with portfolio analysis, preparing client reports, conducting market research, and attending client meetings for note-taking and follow-up. You’ll also gain exposure to compliance processes and financial planning tools, providing a well-rounded introduction to the wealth management industry. This hands-on experience is designed to help you build foundational skills and understand the day-to-day realities of working as an investment advisor.

What are the key skills and qualifications needed to thrive as an investment advisor intern, and why are they important?

To thrive as an Investment Advisor Intern, you need a solid understanding of financial markets, investment products, and basic financial analysis, often supported by coursework in finance or economics. Familiarity with portfolio management platforms, CRM systems, and Microsoft Excel is typically expected. Strong interpersonal skills, attention to detail, and a proactive attitude help interns build client trust and collaborate effectively with senior advisors. These skills and qualities are important because they enable interns to support clients' financial goals while learning industry best practices and compliance standards.

What is the difference between Investment Advisor Intern vs Financial Analyst Intern?

AspectInvestment Advisor InternFinancial Analyst Intern
Required CredentialsOften pursuing finance, economics, or related degrees; certifications like CFP or CFA are a plusTypically pursuing finance, accounting, or economics degrees; CFA or CPA may be relevant
Work EnvironmentFinancial advisory firms, wealth management companies, banksInvestment banks, asset management firms, corporate finance departments
Employer & Industry UsageUsed in client-facing roles providing investment advice and planningUsed in analyzing financial data, preparing reports, and supporting investment decisions

Investment Advisor Interns focus on assisting with client portfolios and financial planning, often in advisory firms, while Financial Analyst Interns analyze data and support investment decisions in banking or corporate settings. Both roles require finance-related coursework and internships, but their daily tasks and client interaction levels differ.

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Investment Advisor Intern jobs near you
Infographic showing various Investment Advisor Intern job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 73% Physical, 3% Hybrid, and 24% Remote job distribution.

Financial Advisor Intern

Rosemeyer Management Group

Platteville, WI • On-site

Other

Posted 2 days ago

New

Job description

Company Description Rosemeyer Management Group is an SEC Registered Investment Advisor specializing in comprehensive wealth management for a diverse range of clients. The firm focuses on retirement planning, investments, tax planning, estate planning, and life insurance to help clients achieve their long-term financial goals. Team members collaborate to provide personalized strategies and high-quality advisory services. Rosemeyer Management Group offers a professional environment where interns can learn from experienced advisors and gain exposure to multiple areas of financial planning. To learn more about the firm, visit http://www.rosemeyermg.com.
Role Description The Financial Advisor Intern role is a full-time, on-site position based in Platteville, WI. The intern will support advisors in preparing retirement and investment plans, analyzing client portfolios, and assisting with research on financial products and strategies. Daily tasks may include gathering and organizing client data, preparing meeting materials, updating financial planning tools, and documenting client interactions under supervision. The intern will also help with administrative tasks related to account opening, maintenance, and compliance documentation. This role provides hands-on experience in a regulated advisory environment and opportunities to observe client meetings and learn best practices in comprehensive wealth management.
Qualifications
  • Strong foundation in Finance and Investments, with the ability to interpret financial data and market information.
  • Interest and skills in Financial Planning and Retirement Planning, including understanding of long-term goal setting and risk management.
  • Motivation to develop Financial Advisory skills, including client service, ethical decision-making, and clear communication.
  • Currently pursuing or recently completed a degree in Finance, Economics, Business, or a related field.
  • Proficiency with spreadsheets, financial software, and common office applications.
  • Attention to detail, strong organizational skills, and the ability to manage multiple tasks in a professional setting.
  • Willingness to learn, take direction, and work collaboratively with advisors and support staff.

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