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Remote Financial Planning Internship Jobs in Woonsocket, RI

Reachdesk Ltd

FP&A Manager

Boston, MA · On-site +1

FP&A Manager United States (Remote) About Us Reachdesk is the first truly end-to-end SaaS global gifting and swag platform, helping B2B companies create meaningful connections with prospects ...

DataAnnotation

FP&A Manager - AI Trainer

Boston, MA · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

DataAnnotation

FP&A Manager - AI Trainer

Brockton, MA · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

DataAnnotation

FP&A Manager - AI Trainer

Providence, RI · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

DataAnnotation

FP&A Manager - AI Trainer

Worcester, MA · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

Modera Wealth Management

Financial Advisor

Westwood, MA · On-site +1

$150K - $170K/yr

... financial planning and intelligent investment management. Modera is fast-growing and has a track ... Partial remote work * Salary range $150,000-170,000; exempt, plus bonuses * Pay ranges are job ...

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Remote Financial Planning Internship information

See Woonsocket, RI salary details

$11

$19

$25

How much do remote financial planning internship jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for remote financial planning internship in Woonsocket, RI is $19.03, according to ZipRecruiter salary data. Most workers in this role earn between $16.35 and $21.44 per hour, depending on experience, location, and employer.

What is a remote financial planning internship?

A Remote Financial Planning Internship is a temporary position where interns work virtually to support financial planners or advisors. Interns typically assist with tasks such as researching investment options, preparing client reports, and learning about financial planning strategies. This role allows students or recent graduates to gain hands-on experience in financial services while working from home or another remote location. The internship helps build key skills in finance, client communication, and the use of relevant software. It is an excellent opportunity for those interested in pursuing a career in financial planning or wealth management.

What types of projects and tasks can I expect to work on during a remote financial planning internship?

As a Remote Financial Planning Intern, you’ll typically assist with preparing financial reports, conducting market research, and supporting the analysis of investment portfolios. You may also help develop client presentations, update budgeting spreadsheets, and participate in virtual client meetings alongside experienced planners. Collaboration is common, often involving coordination with other interns and team members via digital tools. This hands-on experience helps you understand industry best practices and prepares you for a future role in financial planning.

What are the key skills and qualifications needed to thrive as a remote financial planning intern, and why are they important?

To thrive as a Remote Financial Planning Intern, you need a solid background in finance or accounting, strong analytical skills, and typically be pursuing or have completed a relevant degree. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), Microsoft Excel, and possibly progress toward certifications like CFP is advantageous. Excellent communication, self-motivation, and time management skills are essential for collaborating with clients and teams remotely. These skills ensure accurate financial analysis, effective virtual teamwork, and the ability to deliver valuable client support in a remote environment.

What is the difference between Remote Financial Planning Internship vs Remote Financial Advisor?

AspectRemote Financial Planning InternshipRemote Financial Advisor
CredentialsTypically pursuing or recent graduate, some certifications like CFP preferredRequires CFP certification or similar credentials
Work EnvironmentInternship setting, often part-time or temporaryFull-time, client-facing role, often independent or within firms
Industry UsageEntry-level position in finance firms, banks, or advisory companiesProfessional advisory role serving clients directly

The main difference is that a Remote Financial Planning Internship is an entry-level, temporary position aimed at gaining experience, often requiring minimal credentials. In contrast, a Remote Financial Advisor is a professional role requiring certifications and involves providing financial advice directly to clients. Internships serve as a stepping stone toward becoming a licensed financial advisor.

What job categories do people searching Remote Financial Planning Internship jobs in Woonsocket, RI look for?

The top searched job categories for Remote Financial Planning Internship jobs in Woonsocket, RI are:

Remote Financial Planning Internship jobs near you

Senior Financial Analyst (FP&A)

Cushman & Wakefield

Boston, MA • On-site, Remote

$92K - $115K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 5 days ago

Cushman & Wakefield rating

7.4

Company rating: 7.4 out of 10

Based on 159 frontline employees who took The Breakroom Quiz

113th of 206 rated real estate companies

Job description

Job Title
Senior Financial Analyst (FP&A)
Job Description Summary
C&W Services is seeking a detail-oriented and analytical Financial Planning & Analysis (FP&A) Analyst to support financial planning, forecasting, reporting, and business performance analysis across the organization. This role will partner with finance and operational teams to provide insights that support decision-making, improve financial performance, and drive operational efficiency.
The FP&A Analyst will assist in budgeting, forecasting, financial reporting, variance analysis, and data-driven decision support. This position is ideal for a finance professional looking to grow their career in a collaborative and fast-paced environment.Job Description
Key Responsibilities
Financial Planning & Forecasting
  • Support the annual budgeting and periodic forecasting processes.
  • Assist in the preparation and maintenance of financial models and planning tools.
  • Gather and analyze financial and operational data to support planning activities.
  • Help identify financial risks and opportunities through trend analysis.

Financial Analysis & Reporting
  • Prepare recurring financial reports, dashboards, and business performance metrics.
  • Conduct variance analysis comparing actual results to budget and forecast.
  • Analyze revenue, expenses, labor costs, and operational performance data.
  • Support month-end and year-end financial close processes as needed.

Business Support
  • Partner with finance and operational teams to provide financial insights and reporting support.
  • Assist in evaluating business cases, customer contracts, and operational initiatives.
  • Provide ad hoc financial and operational analyses for management.
  • Support leadership with data and reporting needed for key business decisions.

Performance Monitoring
  • Track and report on key performance indicators (KPIs).
  • Identify trends, anomalies, and areas for operational improvement.
  • Assist in monitoring financial performance against established goals and targets.

Systems & Process Improvement
  • Maintain reporting tools, templates, and financial databases.
  • Support efforts to automate and streamline financial reporting processes.
  • Help ensure data accuracy and consistency across financial systems and reports.
Qualifications
Required Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
  • 1-4 years of experience in Financial Planning & Analysis, Finance, Accounting, or a related analytical role.
  • Strong analytical and quantitative skills with attention to detail.
  • Proficiency in Microsoft Excel, including formulas, pivot tables, and data analysis.
  • Ability to organize and analyze large volumes of financial data.
  • Strong written and verbal communication skills.
  • Ability to manage multiple assignments and meet established deadlines.
  • Demonstrated teamwork and collaboration skills.
Preferred Qualifications
  • Experience in facilities services, property services, outsourcing, or other service-based industries.
  • Familiarity with ERP systems and financial reporting tools.
  • Experience with Power BI, Tableau, SAP, Oracle, Hyperion, or similar platforms.
  • Internship or experience supporting budgeting, forecasting, or financial reporting processes.
  • Progress toward a CPA, CMA, MBA, or other relevant professional credential.
Competencies
  • Financial and Business Acumen
  • Analytical Thinking
  • Attention to Detail
  • Problem Solving
  • Data Analysis
  • Communication Skills
  • Collaboration and Teamwork
  • Adaptability
  • Time Management
  • Continuous Learning

Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $ 80,750.00 - $95,000.00
C&W Services is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at C&W Services, please call the ADA line at 1-888-365-5406 or email Accommodations@cushwake.com. Please refer to the job title and job location when you contact us.
INCO: "C&W Services"

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