Financial Advisor Assistant Internships
Financial advisor assistant internships give university students, recent graduates, and early-career switchers hands-on project experience working alongside working financial advisors, and, at many employers, a path toward a full-time offer. Openings are concentrated across Banking & Financial Services and Investment & Asset Management, with Northwestern Mutual, Synergy Wealth Solutions, and First Command Financial Services among the employers posting roles now.
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Showing 5 of 7+ Financial Advisor Assistant Internships
Outstanding college juniors and seniors will be given the opportunity to participate in an exciting, hands on educational experience leading to their long-term career in financial planning. Our Financial Advisor Development Program has been highly rated due to its intern advancement opportunities, resume enhancement, and unique appeal. But that’s just the beginning, other benefits include:
- One-on-one mentorship for practical guidance in your career advancement
- Development of networking and business relationship skills
- Flexible work schedule correlated with the entrepreneurial role
- Sponsored state licenses for life, health and accident insurance prior to beginning the position
- Compensation consists of commission based on sales, along with paid professional development trainings and earned stipends based on production goals/milestones
We are looking for college students with different backgrounds and work experience; including, but not limited to:
- Excellent interpersonal and communication skills
- Exceptional work ethic and determination to achieve goals
- Students who value integrity and professional relationship building
- Candidates who are coachable and competitive in nature
- Have a strong natural market or strong relationships in the Southern Wisconsin area
Responsibilities:
College students developing into Financial Advisors strive to understand their client’s goals and visions in order to provide financial solutions that put them on a path to success. They are in business for themselves- but they are not alone. Students work very closely with leaders and mentors in the company to learn business best practices for their client experiences, planning and overall professional coaching.
Job Duties:
- Attend weekly professional trainings
- Assist potential clients in building their personalized financial plan by running meetings to review their situations
- Utilize veteran advisors for feedback and meeting assistance while learning to manage time effectively in running their own financial practice
A career with Northwestern Mutual not only provides outstanding income potential but will provide you the opportunity of impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.
Expected hours: 20.0 – 40.0 per week
Benefits:
- Flexible schedule
- Professional development assistance
Ability to Commute:
- Wauwatosa, WI 53226 (Preferred)
Work Location: Hybrid remote in Wauwatosa, WI 53226
Outstanding college juniors and seniors will be given the opportunity to participate in an exciting, hands on educational experience leading to their long-term career in financial planning. Our Financial Advisor Development Program has been highly rated due to its intern advancement opportunities, resume enhancement, and unique appeal. But that’s just the beginning, other benefits include:
- One-on-one mentorship for practical guidance in your career advancement
- Development of networking and business relationship skills
- Flexible work schedule correlated with the entrepreneurial role
- Sponsored state licenses for life, health and accident insurance prior to beginning the position
- Compensation consists of commission based on sales, along with paid professional development trainings and earned stipends based on production goals/milestones
We are looking for college students with different backgrounds and work experience; including, but not limited to:
- Excellent interpersonal and communication skills
- Exceptional work ethic and determination to achieve goals
- Students who value integrity and professional relationship building
- Candidates who are coachable and competitive in nature
- Have a strong natural market or strong relationships in the Southern Wisconsin area
Responsibilities:
College students developing into Financial Advisors strive to understand their client’s goals and visions in order to provide financial solutions that put them on a path to success. They are in business for themselves- but they are not alone. Students work very closely with leaders and mentors in the company to learn business best practices for their client experiences, planning and overall professional coaching.
Job Duties:
- Attend weekly professional trainings
- Assist potential clients in building their personalized financial plan by running meetings to review their situations
- Utilize veteran advisors for feedback and meeting assistance while learning to manage time effectively in running their own financial practice
A career with Northwestern Mutual not only provides outstanding income potential but will provide you the opportunity of impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.
Expected hours: 20.0 – 40.0 per week
Benefits:
- Flexible schedule
- Professional development assistance
Ability to Commute:
- Wauwatosa, WI 53226 (Preferred)
Work Location: Hybrid remote in Wauwatosa, WI 53226
Financial Advisor Assistant Internship Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
Tips for Your Financial Advisor Assistant Internship Search
Apply earlier than you think necessary
Large financial services firms recruit summer interns the preceding fall, often closing their cohorts before spring semester starts. Smaller practices and co-op programs post closer to start dates, so openings appear year-round. Set a recurring reminder to check listings every two weeks from September onward.
Build a project portfolio before you apply
Hiring teams for financial advisor assistant intern roles expect limited work history, so give them something concrete to assess. Document two or three projects, such as a financial plan case study, an investment research writeup, or a client scenario analysis, showing the tools you used and where to see the finished work.
Work your campus network and apply directly at the same time
Campus career fairs surface structured programs tied to your university, and advisors and career center staff often know which firms recruit from your school before roles appear publicly. Apply directly to smaller firms running their own cohorts alongside campus activity so you're reaching employers your peers may not be approaching.
Practice the financial advisor assistant intern screen out loud
Financial advisor assistant intern interviews typically involve a case conversation or analytical scenario where interviewers weigh how you reason through a client situation as much as your final answer. Practice narrating your thinking out loud, not just arriving at a conclusion, so you're ready for the format before your first screen.
Target structured rotational and university programs early
Larger financial services firms run formal internship cohorts designed to train people new to the field, and these programs recruit early and fill fast. Identify the ones that match your target firm type, check their application windows in early fall, and submit in the first wave rather than waiting for a second round.
Set your work-type filter before you start
On-site roles are 50% of the financial advisor assistant internships listed here. Decide what you can commit to before you start reviewing listings, then filter by location and work type on Migrate Mate so you're only spending time on roles you can actually take.
Financial Advisor Assistant Internships: Frequently Asked Questions
How do I get a financial advisor assistant internship?
Lead with coursework and completed projects rather than work history, since hiring teams expect limited experience at the intern level. For financial advisor assistant candidates, the concrete artifact is a documented case study, client scenario analysis, or financial planning project that recruiters can actually assess. Combine direct applications with campus career fairs, where recruiters often move faster for students they meet in person.
Can a financial advisor assistant internship turn into a full-time job?
Many employers extend return offers to strong interns, but conversion is never guaranteed. For financial advisor assistant interns, what actually drives it is consistent performance on real client-support and research tasks, available headcount on the team, and return-offer timelines that vary by firm. The best approach is to do the work at a high level without counting on the offer.
When should I apply for financial advisor assistant internships?
Earlier than most candidates expect. Large financial services employers recruit summer interns the preceding fall, often closing cohorts before spring semester begins. Smaller firms, regional practices, and co-op programs post closer to their actual start dates, so openings appear throughout the year. Checking listings regularly means you won't miss roles that open and fill quickly.
Are financial advisor assistant internships paid?
Most professional financial advisor assistant internships in the United States are paid. Compensation varies by company size, industry segment, and location, and listings show it where the employer chooses to disclose it. Unpaid arrangements exist but are uncommon at established firms, so it's reasonable to expect pay and to look for listings that confirm it.
What should a financial advisor assistant internship resume include?
Lead with projects, not work history. Include two or three documented projects showing the tools you used and linking to the actual output, such as published financial analyses, case studies, or client scenario walkthroughs that demonstrate research and planning skills relevant to the role. Add relevant coursework, keep it to one page, and put the strongest project at the top.
Are there remote financial advisor assistant internships?
Yes. Remote and hybrid roles make up 50% of the financial advisor assistant internship listings here, with the rest on-site. Remote cohorts fill fast because they draw applicants from across the country, so apply early and filter by work type to see them before they close.
Can international students get financial advisor assistant internships?
Yes. F-1 students can intern through CPT while enrolled or through OPT work authorization after finishing a degree, and the employer does not have to file anything for either, so many companies are open to international interns. Confirm your eligibility and timing with your university's international student office before accepting an offer.
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