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Investment Advisor Intern Jobs (NOW HIRING)

NFP

Wealth Management Intern

Melville, NY · On-site

$20 - $27/hr

Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner ... Our 8 to 10 week Summer Intern Program is designed to provide students a challenging, meaningful ...

NFP

Wealth Management Intern

Melville, NY · On-site

$20 - $27/hr

Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner ... Our 8 to 10 week Summer Intern Program is designed to provide students a challenging, meaningful ...

NFP

Wealth Management Intern

Melville, NY · On-site

$20 - $27/hr

Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner ... Our 8 to 10 week Summer Intern Program is designed to provide students a challenging, meaningful ...

NFP

Wealth Management Intern

Manhattan, NY · On-site

$20 - $27/hr

Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment ... Our 10-week Summer Intern Program is designed to provide students a challenging, meaningful and ...

NFP

Wealth Management Intern

Manhattan, NY · On-site

$20 - $27/hr

Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment ... Our 10-week Summer Intern Program is designed to provide students a challenging, meaningful and ...

OnePoint BFG Wealth Partners

IT Intern

Parsippany, NJ · On-site

$15 - $20/hr

OnePoint BFG Wealth Partners is a leading independent Registered Investment Advisor firm dedicated ... We are seeking an IT Intern to work closely with our IT team and support ongoing technology ...

Nectar Consulting

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Accounting/Compliance Intern

Birmingham, AL · On-site

$17 - $20/hr

... and investment adviser compliance, audit support, and business operations in a professional ... The intern will assist with recurring tasks, project-based assignments, and documentation ...

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Investment Advisor Intern information

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 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 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 June 2026, with employment types broken down into 4% Internship, 85% Full Time, 8% Part Time, 1% Temporary, and 2% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution.
Client Service Associate Intern - Strata Wealth Partners

Client Service Associate Intern - Strata Wealth Partners

HighTower Advisors

Norwich, CT • Hybrid

$21/hr

Other

Retirement

Posted 4 days ago

Job description

Client Service Associate Intern

Strata Wealth Partners is a boutique wealth management practice, providing comprehensive financial planning and sophisticated portfolio management to successful entrepreneurs and families since 1983. We work with small and mid-sized business owners at every stage of the "business journey" while also creating and implementing strategic personalized plans to help every client shape a legacy and achieve goals.

This part-time, hybrid on-site/off-site Client Service Associate Intern role is located in Norwich, CT. As an intern, you will have the opportunity to be involved in day-to-day tasks that support our clients and team. You will assist with client outreach, account maintenance, and other administrative tasks while learning valuable insights about the industry the Financial Advisor role. In fact, ideally, this position would lead to a full-time role on the team, ultimately transitioning to a full junior financial advisory position.

If you are a career motivated and detail-oriented person with a passion for client service and the financial services industry, we encourage you to apply! You will report to the Managing Director.

What You'll Bring

  • Undergraduate, junior level or higher
  • Prior experience or coursework in finance, business, or a related field is a plus
  • Academic focus on investments, finance, business, or economics
  • Will demonstrate an interest in, and aptitude for, investment research, portfolio management, financial markets, and most of all, client service
  • Excellent attention to detail and accuracy
  • Ability to prioritize and multitask in a fast-paced environment
  • Strong verbal and written communication skills
  • Ability to work independently, manage time, establish priorities, and meet deadlines
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
  • Ability to commit to ~15-20 hour work week

What We Offer

  • Opportunity for career track growth within Strata Wealth Partners' Financial Advisor path
  • Opportunity to increase knowledge and experience in wealth management
  • Be mentored by experienced professionals
  • Gain market knowledge
  • Hourly salary of $21.00

Hightower's Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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