ZipRecruiter

Log In

1

Investment Advisor Intern Jobs in Raleigh, NC (NOW HIRING)

next page

Showing results 1-20

All JobsInvestment Advisor Intern JobsInvestment Advisor Intern Jobs in Raleigh, NC

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.

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 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 71% Physical, 3% Hybrid, and 26% Remote job distribution.

Compliance Intern

Fairview Investment Services LLC

Raleigh, NC • On-site

$15/hr

Full-time, Part-time, Internship

This job post has expired today. Applications are no longer accepted.

Job description

Why Fairview Compliance Services?
At Fairview Compliance Services, our team excels based on the self-motivation, ambition, and drive of our employees. We seek exceptional candidates who embrace challenges, welcome increasing responsibilities, and thrive in a fast-paced, dynamic environment that exposes them to team interaction, qualitative and quantitative analysis process, and a philosophy of providing unparalleled service to our clients. Our team-oriented environment offers a great opportunity for career growth.
Fairview Compliance Services is seeking part time students for our Compliance Team Support Group. We are seeking exceptional candidates who embrace challenges, welcome increasing responsibilities, and thrive in a fast-paced, dynamic environment that exposes them to team interaction, investment compliance industry, and a philosophy of providing unparalleled service to our clients.
  • Document scanning and filing, reviewing statements and transaction activity, maintaining compliance logs, testing compliance procedures and supporting relationship managers in client service functions
  • Assist in the preparation of regulatory documents
  • Maintain firm records calendars, workflows and status updates
  • Data entry into our internal software program or excel
  • Provide administrative support services to senior compliance consultants
  • Other duties as assigned

Requirements
Qualifications
  • Finance, Economics, Communications, Political Science, or related major
  • Candidate must be very detailed oriented, a self-starter, proficient in Microsoft Office applications, comfortable using technology tools to accomplish work tasks and have a passion for learning new regulations related to investment advisers.
  • SPRING TERM IN OFFICE!

Working at Fairview Compliance Services
All employees get the full experience - including a collaborative and supportive work environment, professional development opportunities and companies who truly care about their employees, services and clients. And we take pride in our diverse workforce, because we know that our differences make us stronger.
Fairview is based in Raleigh, NC, which is consistently ranked on U.S. News & World Report's annual list as one of the Best Places to Live.
EEO Statement
Fairview, LLC. and / or each of its affiliated persons and entities (together referred to herein as the "Company") provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. In addition to federal law requirements, Fairview, LLC. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Salary Description
15/HOUR

Apply