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Personal Finance Internship Jobs (NOW HIRING)

Diversify

Finance Internship

South Jordan, UT · On-site

$20/hr

... personal attention and support that defines a true partnership. We strive to cultivate a family ... Learn more about us at About the Position This internship offers hands-on exposure to the finance ...

New

Caterpillar Inc.

2027 Summer Intern - Finance

Nashville, TN · On-site

$17.25 - $22.50/hr

Summer 2027 Finance Internship Job Summary: As a Finance intern at Caterpillar Financial Services ... You'll gain professional and personal growth through the program, and you will also have ...

New

Caterpillar

2027 Summer Intern - Finance

Nashville, TN · On-site

$17.25 - $22.50/hr

Summer 2027 Finance Internship Job Summary: As a Finance intern at Caterpillar Financial Services ... You'll gain professional and personal growth through the program, and you will also have ...

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How much do personal finance internship jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for personal finance internship in the United States is $19.86, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $22.36 per hour, depending on experience, location, and employer.

What type of internship is best for personal finance internship students?

The best internships for personal finance students are typically structured, hands-on roles in financial planning firms, banks, or investment companies that offer exposure to budgeting, financial analysis, and client advising. These internships often require basic knowledge of Excel and finance concepts and may include certifications like CFP or CFA as additional credentials. They provide practical experience and networking opportunities essential for a career in personal finance.

What types of projects or tasks can I expect to work on during a personal finance internship?

As a Personal Finance Intern, you'll typically have the opportunity to assist with client portfolio research, help prepare financial plans, and support advisors with client meetings or presentations. Interns often analyze market trends, update financial documents, and learn to use industry-standard financial planning software. You'll likely collaborate closely with financial advisors and other interns, gaining hands-on experience with real client cases and exposure to the financial advisory process. This diversity of tasks helps interns develop practical skills and gain a comprehensive understanding of personal finance management.

What is a personal finance internship?

A Personal Finance Internship is a temporary position, often for students or recent graduates, where participants gain hands-on experience in the field of personal finance. Interns may assist with budgeting advice, financial planning, research, client communication, or administrative tasks under the supervision of professionals. These positions provide valuable exposure to real-world financial scenarios and help interns develop skills in financial analysis, communication, and client service. Completing a personal finance internship can enhance your resume and prepare you for a career in finance, banking, or financial advising.

What are the key skills and qualifications needed to thrive as a personal finance intern?

To thrive as a Personal Finance Intern, you typically need a background in finance, accounting, or economics, along with strong analytical and quantitative skills. Familiarity with financial software such as Excel, QuickBooks, and budgeting tools, as well as experience with data analysis systems, is often required. Attention to detail, effective communication, and a willingness to learn are vital soft skills for building client trust and adapting to industry demands. These skills ensure accurate financial analysis, effective client support, and readiness for growth in the finance field.

What is the difference between Personal Finance Internship vs Financial Advisor?

AspectPersonal Finance InternshipFinancial Advisor
CredentialsTypically pursuing or recent graduate, no certification requiredRequires certifications like CFP, Series 7, or Series 65
Work EnvironmentInternship setting, often in financial firms or banksClient-facing, consulting environment, often independent or with firms
Employer & IndustryFinancial services firms, banks, or investment companiesFinancial planning firms, banks, or independent practices
Search & Comparison IntentLearning role, entry-level experienceClient advisory, financial planning, and wealth management

In summary, a Personal Finance Internship is an entry-level, educational role aimed at gaining experience in personal finance, while a Financial Advisor is a professional providing personalized financial planning and advice, often requiring certifications and client interaction.

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Personal Finance Internship jobs near you
Infographic showing various Personal Finance Internship job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, and 4% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $41,299 per year, or $19.9 per hour.

Finance Internship

Diversify

South Jordan, UT • On-site

$20/hr

Part-time

Posted 2 days ago

New

Job description

About Us
Diversify is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership.


We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively.


Learn more about us at https://diversify.com.


About the Position
This internship offers hands-on exposure to the finance team, supporting the revenue cycle, accounts payable, and bank reconciliations. It's a fast-paced environment that will sharpen you attention to detail and critical thinking as you help evaluate and resolve transactions under the guidance of experienced team members. This internship offers meaningful opportunities to build foundational finance skills and gain an inside look at the wealth management industry. This is a part-time, in-office role stationed at our headquarters in South Jordan, Utah. 


Your Impact
•    Revenue Cycle Management: Support the process of revenue transactions across multiple technology platforms. Assist with audits in the portfolio accounting system to help ensure billing accuracy. Help create invoices in the accounting system using an ETL spreadsheet process. 
•    Accounts Payable: Assist with cases from advisors that come through Salesforce, including crediting client accounts, under the guidance of the AP team.
•    Collaboration: Work alongside with the Controller, Billing Manager, and Revenue Operations Manager, gaining exposure to accounting projects, financial reporting, and month-end close processes. 


Who You Are
•    Pursuing a bachelor’s degree in accounting, finance, or information systems.
•    A thirst for knowledge and a drive for excellence. 
•    Aligned with our values of integrity, innovation, and collaboration. 
•    Strong professional demeanor, communication skills, and a collaborative spirit. 


Your Toolkit
•    Strong computer and technical skills. 
•    The ability to analyze data and ensure the accuracy of outputs. 
•    Willingness to learn and follow strong internal controls. 
•    Comfortable taking initiative and thinking through problems, with support from the team as needed. 
•    Detail-oriented with pride in the quality of your work. 
•    Self-starter with strong organizational skills and the ability to multitask effectively.


Join Us Now!
If you are ready to fast-track your career, make meaningful connections, and embark on a thrilling journey, apply now!


We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify is An Equal Opportunity Employer--M/F/D/V