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Financial Planner Intern Jobs Near Me

Peak Retirement Planning, Inc.

Finance Intern

Columbus, OH · On-site

$15 - $25/hr

... financial planning firms in the country. Peak has grown from one team member to over 60 team ... Intern Bootcamp - An additional hour each day for interns to have time with experienced advisors to ...

Antolino and Associates

OSU Intern to full-time

Columbus, OH · On-site

$14.50 - $19.25/hr

You will be leverage for our advisor and financial planning team. You will be an intern during the school year, with an opportunity to come on full-time in spring of 2027 if you are a senior, or to ...

Antolino and Associates

OSU Intern to full-time

Columbus, OH · On-site

$14.50 - $19.25/hr

You will be leverage for our advisor and financial planning team. You will be an intern during the school year, with an opportunity to come on full-time in spring of 2027 if you are a senior, or to ...

Peak Retirement Planning, Inc.

Sales Intern

Columbus, OH · On-site

$15 - $25/hr

... financial planning firms in the country. Peak has grown from one team member to over 60 team ... Intern Bootcamp - An additional hour each day for interns to have time with experienced advisors to ...

Dupont

Finance Intern

Delaware, OH

$16.75 - $22/hr

... FP&A, Business Finance, and Tax for Summer 2026. These positions will provide an excellent development opportunity to learn some of the following: * Monthly reporting process to help meet business ...

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How much do financial planner intern jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for financial planner intern in the United States is $17.36, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $19.23 per hour, depending on experience, location, and employer.

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Financial Planner Intern jobs near you
A map of the United States highlighting the number of Financial Planner Intern job openings by state according to ZipRecruiter. The image is accompanied by a detailed chart listing the number of Financial Planner Intern job openings in each state, with California having the most at 2 and Hawaii the least at 0.

Intern/Aspiring Financial Planner

Peak Retirement Planning, Inc.

Columbus, OH • On-site

$15 - $25/hr

Internship

Posted 25 days ago

Job description

We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years. In 2025, we had over 5,400 applicants, we only hired 19. As a scaling start-up, we are very particular to ensure we hire the best and those aligned with our values and intensity. We are not a firm for everyone.
What We Look For
  • A+ Player
    • Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
    • Dislikes working with B and C players.
    • Does not need to be told twice what to do.
  • Foxhole Team Member
    • Has a servant's heart and a purpose bigger than themselves.
    • Will help a team member fix a flat on the side of the road at 6am.
    • Goes above and beyond to provide a "White Glove Service" to our clients.
  • Rocketship Mentality
    • Excited to join a fast-growing startup with extreme upside.
    • Growth Mindset in all areas of life - professionally, personally, physically, and spiritually.
    • "Lifer" - those who want to work with us for 30+ years (not just a 9-5 job).

Main Requirements:
*No Experience Needed*
  • Peak University - Our three-month advisor training program, consisting of one-hour of training sessions every day with an experienced advisor.
  • Peak Bootcamp - Leadership and Professional Development masterclass held every day for the first month.
  • Intern Bootcamp - An additional hour each day for interns to have time with experienced advisors to get questions answered and do further advisor training.
  • Trainual - Over 120+ hours of financial planning training content built exclusively for Peak Retirement Planning, Inc. advisors.
  • Sit in on client sessions
  • Mock Client Reps - Our training program provides opportunities to practice presenting financial information as an advisor would to a client.
  • One-on-one mentorship
  • Toastmasters - Interns improve their communication skills through speeches and presentations, while receiving direct feedback from experienced team members.
  • Kingdom Advisors Study Group - Learn how to integrate your faith with your finances.
  • Life and Health Insurance Exam Prep
  • Series 65 Exam Prep
  • Real life Experience - Help with preparation of Financial Plans, Tax Reports, and presentations for client meetings. Assisting advisors, as needed, on miscellaneous tasks and fulfill routine client service requests.
  • Resources for obtaining the CFP® and CKA® Credential

Apply