We are seeking a motivated, outgoing, and coachable Financial Advisor Intern who wants real-world ... investments, and long-term goals Support planning and service teams with project-based work that ...
We are seeking a motivated, outgoing, and coachable Financial Advisor Intern who wants real-world ... investments, and long-term goals Support planning and service teams with project-based work that ...
Financial Advisor Intern - Northwestern Mutual
Coralville, IA · On-site
$16.25 - $21.25/hr
Northwestern Mutual builds on this program with a more modern take on financial advising. Check out ... Our tailored approach includes multiple financial strategies-insurance, investments, and annuities ...
Financial Advisor Intern - Northwestern Mutual
Coralville, IA · On-site
$16.25 - $21.25/hr
Northwestern Mutual builds on this program with a more modern take on financial advising. Check out ... Our tailored approach includes multiple financial strategies-insurance, investments, and annuities ...
2026 Trust Advisor Intern
Chicago, IL · On-site
$18.25 - $24/hr
... investment advisory, trust, tax, and insurance. We have over 250 professionals dedicated ... As an intern, you'll be treated just like our entry level staff. You'll dive in with hands-on ...
2026 Trust Advisor Intern
Chicago, IL · On-site
$18.25 - $24/hr
... investment advisory, trust, tax, and insurance. We have over 250 professionals dedicated ... As an intern, you'll be treated just like our entry level staff. You'll dive in with hands-on ...
2026 Trust Advisor Intern
Southfield, MI · On-site
$16.25 - $21.25/hr
... investment advisory, trust, tax, and insurance. We have over 250 professionals dedicated ... As an intern, you'll be treated just like our entry level staff. You'll dive in with hands-on ...
2026 Trust Advisor Intern
Southfield, MI · On-site
$16.25 - $21.25/hr
... investment advisory, trust, tax, and insurance. We have over 250 professionals dedicated ... As an intern, you'll be treated just like our entry level staff. You'll dive in with hands-on ...
2026 Trust Advisor Intern
Grand Rapids, MI · On-site
$17 - $22.25/hr
... investment advisory, trust, tax, and insurance. We have over 250 professionals dedicated ... As an intern, you'll be treated just like our entry level staff. You'll dive in with hands-on ...
2026 Trust Advisor Intern
Grand Rapids, MI · On-site
$17 - $22.25/hr
... investment advisory, trust, tax, and insurance. We have over 250 professionals dedicated ... As an intern, you'll be treated just like our entry level staff. You'll dive in with hands-on ...
Intern Wealth Advisory Summer 2027
Oklahoma City, OK · On-site
$16.50 - $21.50/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
Intern Wealth Advisory Summer 2027
Oklahoma City, OK · On-site
$16.50 - $21.50/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
Intern Wealth Advisory Summer 2027
Indianapolis, IN · On-site
$17 - $22.25/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
Intern Wealth Advisory Summer 2027
Indianapolis, IN · On-site
$17 - $22.25/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
Intern Wealth Advisory Summer 2027
Springfield, MO · On-site
$16.25 - $21.25/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
Intern Wealth Advisory Summer 2027
Springfield, MO · On-site
$16.25 - $21.25/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
$17.25 - $22.75/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
$17.25 - $22.75/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
Intern Wealth Advisory Summer 2027
Charlotte, NC · On-site
$17.50 - $22.75/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
Intern Wealth Advisory Summer 2027
Charlotte, NC · On-site
$17.50 - $22.75/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
$16.50 - $21.50/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
$16.50 - $21.50/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
$16.25 - $21.25/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
$16.25 - $21.25/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
Intern Wealth Advisory Summer 2027
Charlotte, NC · On-site
$17.50 - $22.75/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
Intern Wealth Advisory Summer 2027
Charlotte, NC · On-site
$17.50 - $22.75/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
Asset Management Group Undergraduate Intern
Pittsburgh, PA · On-site
$17.25 - $22.50/hr
As a PNC Intern, you will participate in a "best-in-class" internship program. During this 10-week ... The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth ...
Asset Management Group Undergraduate Intern
Pittsburgh, PA · On-site
$17.25 - $22.50/hr
As a PNC Intern, you will participate in a "best-in-class" internship program. During this 10-week ... The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth ...
Intern Wealth Advisory Summer 2027
Springfield, MO · On-site
$16.25 - $21.25/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
Intern Wealth Advisory Summer 2027
Springfield, MO · On-site
$16.25 - $21.25/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
Asset Management Group Undergraduate Intern
Pittsburgh, PA · On-site
$17.25 - $22.50/hr
As a PNC Intern, you will participate in a "best-in-class" internship program. During this 10-week ... The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth ...
Asset Management Group Undergraduate Intern
Pittsburgh, PA · On-site
$17.25 - $22.50/hr
As a PNC Intern, you will participate in a "best-in-class" internship program. During this 10-week ... The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth ...
Intern Wealth Advisory Summer 2027
$17 - $22.25/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
Intern Wealth Advisory Summer 2027
$17 - $22.25/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
$17 - $22.25/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
$17 - $22.25/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
Intern Wealth Advisory Summer 2027
$16.50 - $21.50/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
Intern Wealth Advisory Summer 2027
$16.50 - $21.50/hr
... Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth ... Gaining the knowledge to help the intern choose the best fit career track for their goals
Financial Advisor Intern - Ataraxis Wealth Management
Clearwater, FL · On-site
$16.25 - $21.50/hr
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities ... If offered to apply for approval of an intern contract to become a Northwestern Mutual College ...
Financial Advisor Intern - Ataraxis Wealth Management
Clearwater, FL · On-site
$16.25 - $21.50/hr
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities ... If offered to apply for approval of an intern contract to become a Northwestern Mutual College ...
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?
| Aspect | Investment Advisor Intern | Financial Analyst Intern |
|---|---|---|
| Required Credentials | Often pursuing finance, economics, or related degrees; certifications like CFP or CFA are a plus | Typically pursuing finance, accounting, or economics degrees; CFA or CPA may be relevant |
| Work Environment | Financial advisory firms, wealth management companies, banks | Investment banks, asset management firms, corporate finance departments |
| Employer & Industry Usage | Used in client-facing roles providing investment advice and planning | Used 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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States with the most job openings for Investment Advisor Intern jobs include:
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The top searched job categories for Investment Advisor Intern jobs are:
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Full-time
Re-posted 20 days ago
Job description
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
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
About Synergy Wealth Solutions
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Chesterfield, MO, US
Year founded
2017