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Investment Advisor Intern Jobs (NOW HIRING)

Plantemoran

2027 Summer 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 ...

Plantemoran

2027 Summer 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 ...

Lutz

Lutz Financial Intern + Summer 2027

Omaha, NE · On-site

$17 - $22.25/hr

As an SEC Registered Investment Advisor and affiliate of Lutz, we offer independent advice tailored ... Make An Impact As a Lutz Financial Intern, you will: * Assist with special projects supporting ...

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Allworth Financial

Associate Advisor

Lynnfield, MA · On-site

$75K - $90K/yr

Allworth Financial delivers long- and short-term investment planning solutions and advice to help ... Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are ...

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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.

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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 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 73% Physical, 3% Hybrid, and 24% Remote job distribution.

Intern Wealth Advisory Summer 2027 | Multiple Locations - 2237409

Forvis Mazars

Indianapolis, IN • On-site

$14.25 - $19.25/hr

Temporary, Internship

Posted 17 days ago

Forvis Mazars rating

8.1

Company rating: 8.1 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

13th of 23 rated bookkeepers and accountants

Job description

Description & Requirements
Forvis Mazars Wealth Advisors, LLC, a nationally recognized Registered Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth Management professional to serve as an intern who will assist senior wealth management advisors in working with high-net worth families in our Forvis Mazars Private Client practice.
How you will contribute:
  • Wealth Advisor Interns participate in a 10-week paid program with the following learning objectives:
  • Gaining a comprehensive overview of the wealth management industry
  • Having an opportunity to experience the various roles that exist within a successful RIA (Registered Investment Advisor) firm including financial planning advisor; portfolio manager; and operations
  • Being provided the ability to develop and practice the skills needed to be a successful team member
  • Gaining the knowledge to help the intern choose the best fit career track for their goals
  • Delivering Forvis Mazars' commitment to unmatched client experience through timely and responsive communication with internal and external clients.
  • Interns will participate in a capstone project to conclude the internship, having the opportunity to present on a topic to the firm's leadership team.
  • The summer internship will consist of participants from across the firm's geographical footprint. The intern participants will be paired with a program sponsor in their local market.

We are looking for people who have Forward Vision and:
  • Effective time management
  • Strong oral and written communication skills
  • Ability to work well with a team as well as independently
  • Problem-solving attitude
  • Willingness to take initiative
  • Close attention to detail
  • Ability to work under pressure and against deadlines

Minimum Qualifications:
  • Intern candidates must be working toward a financial planning degree and CFP exam eligibility
  • Solid technical financial or accounting knowledge
  • Proficiency with Microsoft Office

  • GPA of 3.0 or higher (in major and overall)

Applicants for positions with Forvis Mazars must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.
About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.
What We Offer
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.
Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.

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