Financial Planning Analyst Internships
Financial planning analyst internships give university students, recent graduates, and early-career switchers hands-on project experience working directly with financial models and forecasting cycles, mentorship from working financial planning analysts, and, at many employers, a path toward a full-time offer. Openings are concentrated in Insurance, Manufacturing, and Chemicals & Materials, with Mariner Wealth Advisors, Valeo Financial Advisors, and Tektronix among the employers posting roles now.
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Showing 5 of 62+ Financial Planning Analyst Internships
Position Summary
The Financial Planning Intern will be an integral part of the firm’s Advisor Care team that focuses on financial planning and administrative support specifically for the firm’s advisor partners.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
- Complete Advisory Alpha’s Training Program
- Progress through Series 65 exam timeline
- Assist other team members with managing information collection and data entry for prospective client Advanced Planning cases.
- Input various data points of prospective client’s current investment portfolio into proprietary analysis systems
- Support various other areas of the business as needed
Minimum Qualifications (Knowledge, Skills, and Abilities)
- Familiar with general technology and software applications (Microsoft Office products, social media, general computer navigation etc.)
- Working towards a Bachelor’s Degree with an emphasis on financial planning, finance, marketing, or economics
- Attention to detail and accuracy while balancing multiple tasks and projects
- Personable, Positive Attitude, Patient
- Self-Motivated, Diligent, Hard Working, Accountable
- Desire to be part of a very flexible, team-oriented environment and contribute to the aggressive growth of a small business
Pay: $18.00 - $20.00 per hour
Work Location: In person
Position Summary
The Financial Planning Intern will be an integral part of the firm’s Advisor Care team that focuses on financial planning and administrative support specifically for the firm’s advisor partners.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
- Complete Advisory Alpha’s Training Program
- Progress through Series 65 exam timeline
- Assist other team members with managing information collection and data entry for prospective client Advanced Planning cases.
- Input various data points of prospective client’s current investment portfolio into proprietary analysis systems
- Support various other areas of the business as needed
Minimum Qualifications (Knowledge, Skills, and Abilities)
- Familiar with general technology and software applications (Microsoft Office products, social media, general computer navigation etc.)
- Working towards a Bachelor’s Degree with an emphasis on financial planning, finance, marketing, or economics
- Attention to detail and accuracy while balancing multiple tasks and projects
- Personable, Positive Attitude, Patient
- Self-Motivated, Diligent, Hard Working, Accountable
- Desire to be part of a very flexible, team-oriented environment and contribute to the aggressive growth of a small business
Pay: $18.00 - $20.00 per hour
Work Location: In person
Financial Planning Analyst Internship Market
Who's Hiring
- Mariner Wealth Advisors12
- Valeo Financial Advisors3
- Tektronix2
- Martin Marietta2
- Aprio1
Top Industries Hiring
- Insurance
- Manufacturing
- Chemicals & Materials
- Banking & Financial Services
- Investment & Asset Management
Tips for Your Financial Planning Analyst Internship Search
Apply earlier than the role seems to need
Large employers recruit summer financial planning analyst interns the preceding fall, with some programs closing before December. Smaller companies and co-op programs post closer to their start dates, so new openings appear across the year. Start your search in August or September if you want access to the full range of structured programs.
Build a financial modeling portfolio before you apply
Hiring teams for financial planning analyst interns have no work history to evaluate, so give them a concrete artifact instead. Document two or three projects, a three-statement model, a DCF analysis, a budget-versus-actual exercise, naming the tools used and hosting the work somewhere shareable. A linked portfolio does more than a list of courses.
Work your campus network and apply directly at the same time
Campus fairs surface structured programs tied to your university, and professors and career center staff often know which employers recruit from your school before roles post publicly. Apply directly to companies running smaller cohorts in parallel, it widens the pool you reach and keeps you moving even when campus recruiting is slow.
Practice the financial planning analyst screen out loud before your first interview
Financial planning analyst intern screens often include a case exercise, a modeling test, or questions that walk through how you build and pressure-test a financial forecast. Practice explaining your reasoning aloud, not just arriving at the right answer, because interviewers weigh how you think through assumptions as much as the final output.
Target structured rotational and university programs early
Larger employers run dedicated financial planning and analysis rotational programs built to train candidates new to corporate finance. These programs recruit well before general openings appear and fill fast because they're competitive. Identify the programs that match your background and apply in the first wave rather than treating them as a backup option.
Set your work-type filter before you start
On-site roles are 66% of the financial planning analyst internships listed here. Decide what you can realistically commit to before you start reviewing openings, then filter by location and work type so you're evaluating roles you can actually take rather than sorting through the full list manually.
Financial Planning Analyst Internships: Frequently Asked Questions
How do I get a financial planning analyst internship?
Lead with coursework and projects rather than work history, hiring teams at this level expect limited experience. Build a portfolio that includes documented financial models, budget analyses, or forecasting exercises with the tools you used, so recruiters have a concrete artifact to assess. Pair direct applications with campus career fairs, where recruiters often move faster for candidates they meet in person.
Can a financial planning analyst internship turn into a full-time job?
Many employers extend return offers to strong interns, but conversion is never guaranteed. What drives it for financial planning analyst interns is performance on real deliverables, available headcount at the end of your term, and how early your manager surfaces your name in the return-offer conversation. Position for it by taking ownership of your projects without counting on a specific outcome.
When should I apply for financial planning analyst internships?
Earlier than most candidates expect. Large employers recruit summer financial planning analyst interns the preceding fall, sometimes opening applications in August or September. Smaller companies and co-op programs post closer to their actual start dates, so openings appear year-round. Checking listings consistently rather than waiting for a single season gives you access to the full range of programs.
Are financial planning analyst internships paid?
Most professional financial planning analyst internships in the United States are paid. Compensation varies by company size, industry, and location, and some positions are unpaid, particularly at nonprofits or early-stage companies. Where employers disclose compensation, it appears directly in the listing, so you can factor it into your decision without needing to ask upfront.
What should a financial planning analyst internship resume include?
Lead with projects, not work history. Include two or three documented financial planning projects naming the tools used, such as Excel, Python, or Tableau, and link to published analyses, case studies, or a portfolio where the work is visible. Add relevant coursework like corporate finance, financial modeling, or statistics. Keep everything to one page.
Are there remote financial planning analyst internships?
Yes. Remote and hybrid roles make up 34% of the financial planning analyst internship listings here, with the rest on-site. Remote cohorts fill quickly because they attract a national applicant pool, so apply early once you decide what you can commit to. Filter by work type to see only the remote and hybrid openings without sorting through on-site roles.
Can international students get financial planning analyst 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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