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Investment Advisor Intern Jobs (NOW HIRING)

First Business Bank

Investment Intern

Madison, WI

$15 - $20.25/hr

... advisors. * Contribute to research efforts by compiling and analyzing market data relating to ... investments, asset allocation, trading, and modeling a plus Employment Type: Intern

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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 August 2026, with employment types broken down into 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 86% Physical, 6% Hybrid, and 8% Remote job distribution.

Financial Advisor Internship

Synergy Wealth Solutions

Overland Park, KS • On-site

Full-time

Re-posted 28 days ago

Job description

About Us:

At Synergy Wealth Solutions, we help individuals, families, and business owners move toward financial freedom through holistic planning, exceptional service, and strong long-term relationships. We also believe in developing future advisors early by giving them real exposure, meaningful mentorship, and the kind of environment where motivated people can grow fast.

The Role:

We are seeking a motivated, outgoing, and coachable Financial Advisor Intern who wants real-world exposure to a career in wealth management and financial planning. This full-time internship is built for someone who is energized by people, curious about business, and interested in a career that blends relationship-building, influence, and meaningful client impact.

You will gain hands-on exposure to how advisors prepare for meetings, support clients, uncover opportunities, and build a successful practice. This is more than observation—it is a front-row seat to how a planning-focused business grows.

This role is best suited for someone who is eager to learn quickly, communicates well, and wants to build confidence in a fast-moving, people-centered environment.

What You'll Do:

Advisor & Planning Exposure

Observe how advisors prepare for and participate in client meetings

Assist with financial planning preparation, data gathering, follow-up tasks, and internal coordination

Learn how holistic financial planning connects retirement, insurance, investments, and long-term goals

Support planning and service teams with project-based work that improves the client experience

Business Development Exposure

Participate in prospecting, event support, and outreach initiatives

Learn how advisors build trust, generate opportunities, and create long-term relationships

Support marketing, networking, or client appreciation efforts as needed

Professional Development

Receive mentorship from experienced advisors and firm leaders

Develop communication, professionalism, and relationship-building skills

Gain insight into the habits and disciplines that drive long-term success in financial services

What Makes You a Great Fit:

Current college student, recent graduate, or early-career professional with interest in financial services

Strong communication and interpersonal skills

Motivated, confident, curious, and eager to learn

Comfortable in a fast-paced, relationship-oriented environment

Organized, dependable, and professional

Why You'll Love It Here:

Hands-on exposure to the financial advisor career path in a full-time development environment

Mentorship from experienced advisors and firm leadership

A high-energy, team-oriented culture with meaningful growth potential

The opportunity to explore a career that combines purpose, relationships, and income opportunity

A potential pathway into a full-time advisor role after the internship