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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.

What are the most commonly searched types of Investment Advisor jobs in Raleigh, NC?

The most popular types of Investment Advisor jobs in Raleigh, NC are:

What are popular job titles related to Investment Advisor Intern jobs in Raleigh, NC?

For Investment Advisor Intern jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Investment Advisor Intern jobs in Raleigh, NC look for?

The top searched job categories for Investment Advisor Intern jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Investment Advisor Intern jobs?

Cities near Raleigh, NC with the most Investment Advisor Intern job openings:

Investment Advisor Intern jobs near you
Infographic showing various Investment Advisor Intern job openings in Raleigh, NC as of August 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 74% Physical, 4% Hybrid, and 22% Remote job distribution.

Investment Banking Analyst Internship | Summer 2027 (NC)

FMI

Raleigh, NC • On-site

$30/hr

Full-time, Temporary, Internship

Re-posted 12 days ago

Job description

Overview
FMI Corporation is seeking a talented professional to join FMI Capital Advisors, the firm's investment banking group and registered broker/dealer, as a summer intern. For over 70 years FMI has been the leading consulting and investment banking firm exclusively serving the built environment. Our interns support all members of the practice and gain valuable exposure to the field of investment banking. Interns will be placed as generalists across our industry and product coverage teams. Formal training, educational speaker events, mentorship, networking and social opportunities are offered throughout.
Industry:
  • Building Products & Materials
  • Chemicals
  • Energy Transition
  • Engineering & Construction

Product:
  • Mergers & Acquisitions Advisory
  • ESOP Advisory
  • Financial Sponsors

This full-time, paid internship requires a commitment of 40 hours per week for a period of 10 weeks over the summer and will be based in our company headquarters in downtown, Raleigh, North Carolina.
The application window for this internship closes on August 31, 2026.
**All applicants for employment must be legally authorized to work in the US on a full-time basis.
Responsibilities
  • Conducting industry, market and company-specific research
  • Performing financial analysis and financial modeling
  • Assisting with the preparation of transaction marketing materials, including pitch books, teasers, confidential information memorandums and management presentations
  • Researching trends in various industry sectors
  • Providing support to members of the investment banking group and performing other duties as assigned

Qualifications
  • Penultimate year Undergraduate student with outstanding academic achievement seeking a summer internship with the opportunity for 2028 full-time conversion upon graduation
  • Bachelor's degree in progress from a top-tier university in business, finance, accounting or related field
  • Demonstrated track record of superior performance in extracurricular and professional activities
  • Strong quantitative / analytical skills and attention to detail
  • Excellent research and information management skills
  • Superior organizational and time management skills, and the ability to efficiently manage multiple projects in a fast-paced work environment
  • Excellent written and verbal communication, listening, problem solving, interpersonal and relationship-building skills
  • Demonstrated maturity, integrity and the ability to perform in an entrepreneurial environment, both individually and as a team player
  • Strong proficiency in MS Office software (Word, PowerPoint, Excel)

Other Information
This full-time, paid internship requires a commitment of 40 hours per week, with the possibility of overtime. The 10-week summer program offers a pay rate of $30 per hour. The internship is estimated to start June 1, 2027, with an estimated end date of July 30, 2027.
Internship participants are responsible for securing their own housing accommodations for the duration of the 10-week program. One option to consider is the North Carolina State University Housing program for students who are pursuing summer internships.
FMI is an equal opportunity workplace. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.
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