Financial Planning Associate Internships
Financial planning associate internships give university students, recent graduates, and early-career switchers hands-on project experience across client portfolio analysis and financial modeling, mentorship from working financial planners, and, at many employers, a path toward a full-time offer. Openings are concentrated in Manufacturing and Medical Devices, with Tektronix, ATI, and AARP among the employers posting roles now.
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Showing 5 of 34+ Financial Planning Associate Internships
Company Overview
Encore is a global leader in event production, supporting meeting and event professionals with event technology, production, tradeshow and exhibition services. Known for its award-winning customer service, the company is guided by its purpose to connect and inspire, supporting more than 2,200 premier event venues, including hotels, convention centers and corporate campuses worldwide. Encore is one of the 2025 Fortune 100 Best Companies to Work For® and has been a certified Great Place To Work™ for four years running, reflecting the company's investment in its people as the foundation of customer success. Headquartered in Schiller Park, Illinois, Encore operates in 22 countries across North America, Europe, the Middle East, Australia, and Asia Pacific.
Position Overview:
The Financial Planning & Analysis Intern will serve as an integral thought partner for the global finance leadership team. The intern will help support numerous aspects of ongoing strategic analyses for business unit leadership (product line profitability, growth strategy, labor management, and optimization), collaborate with business leaders to evaluate initiatives, and play a strong supporting role on strategic projects, both for business leaders as well as for corporate projects. The role will provide an opportunity to learn to leverage the hypothesis-driven, “answer first” approach to solve highly complex problems (similar to the approach/training acquired at top-tier management consulting firms).
This position is based in Schiller Park, IL. Temporary housing is not provided for this role.
Key Job Responsibilities:
Financial Planning & Analysis Intern will support strategic analyses and reporting for 1 – 2 Senior VP of Business Operations leaders (P&L owners). Effective interns will leverage data to drive insights and help make actionable, results-oriented recommendations to drive business value. Given the elevated role of business partnership and interactions with senior members of the finance leadership team, successful candidates must be able to analyze and extract insights from highly complex data sets and communicate insights/output in simple, executive-level written form. Successful candidates must also be able to comfortably engage in executive-level discussions to influence business decisions.
Required Skills:
- Strong passion for results and desire to learn
- Effective verbal, written, and oral communication skills
- Bachelor’s degree in process (one academic year away from completion)
- Sound analytical ability
- Proficiency with Microsoft Excel
Competencies/Characteristics:
- Initiative/ownership
- High emotional intelligence (EQ)
- Commitment to a team-oriented (“we’re all in this together”) culture
- Analytical rigor and ability to work in a “zero defect” manner
- Results driven
#INDCORP
#LI-EL
Hourly Pay Range: $19.99 - $20.00
The compensation offered for this role is determined based on the qualifications outlined in the job posting for the specified location. Final compensation is based on a number of factors including location, travel, relevant work experience, or particular skills and expertise. In addition, some positions may be eligible for other compensation such as potential overtime, bonuses or incentives.
Encore is committed to providing the best benefits options for our employees and families. Click here to view the benefits options for our employees worldwide.
We pride ourselves on cultivating a welcoming culture where every individual is celebrated for their unique strengths and differences. Click here to view details on our commitment to inclusivity and belonging.
Company Overview
Encore is a global leader in event production, supporting meeting and event professionals with event technology, production, tradeshow and exhibition services. Known for its award-winning customer service, the company is guided by its purpose to connect and inspire, supporting more than 2,200 premier event venues, including hotels, convention centers and corporate campuses worldwide. Encore is one of the 2025 Fortune 100 Best Companies to Work For® and has been a certified Great Place To Work™ for four years running, reflecting the company's investment in its people as the foundation of customer success. Headquartered in Schiller Park, Illinois, Encore operates in 22 countries across North America, Europe, the Middle East, Australia, and Asia Pacific.
Position Overview:
The Financial Planning & Analysis Intern will serve as an integral thought partner for the global finance leadership team. The intern will help support numerous aspects of ongoing strategic analyses for business unit leadership (product line profitability, growth strategy, labor management, and optimization), collaborate with business leaders to evaluate initiatives, and play a strong supporting role on strategic projects, both for business leaders as well as for corporate projects. The role will provide an opportunity to learn to leverage the hypothesis-driven, “answer first” approach to solve highly complex problems (similar to the approach/training acquired at top-tier management consulting firms).
This position is based in Schiller Park, IL. Temporary housing is not provided for this role.
Key Job Responsibilities:
Financial Planning & Analysis Intern will support strategic analyses and reporting for 1 – 2 Senior VP of Business Operations leaders (P&L owners). Effective interns will leverage data to drive insights and help make actionable, results-oriented recommendations to drive business value. Given the elevated role of business partnership and interactions with senior members of the finance leadership team, successful candidates must be able to analyze and extract insights from highly complex data sets and communicate insights/output in simple, executive-level written form. Successful candidates must also be able to comfortably engage in executive-level discussions to influence business decisions.
Required Skills:
- Strong passion for results and desire to learn
- Effective verbal, written, and oral communication skills
- Bachelor’s degree in process (one academic year away from completion)
- Sound analytical ability
- Proficiency with Microsoft Excel
Competencies/Characteristics:
- Initiative/ownership
- High emotional intelligence (EQ)
- Commitment to a team-oriented (“we’re all in this together”) culture
- Analytical rigor and ability to work in a “zero defect” manner
- Results driven
#INDCORP
#LI-EL
Hourly Pay Range: $19.99 - $20.00
The compensation offered for this role is determined based on the qualifications outlined in the job posting for the specified location. Final compensation is based on a number of factors including location, travel, relevant work experience, or particular skills and expertise. In addition, some positions may be eligible for other compensation such as potential overtime, bonuses or incentives.
Encore is committed to providing the best benefits options for our employees and families. Click here to view the benefits options for our employees worldwide.
We pride ourselves on cultivating a welcoming culture where every individual is celebrated for their unique strengths and differences. Click here to view details on our commitment to inclusivity and belonging.
Financial Planning Associate Internship Market
Who's Hiring
Top Industries Hiring
- Manufacturing
- Medical Devices
Tips for Your Financial Planning Associate Internship Search
Apply months before the internship starts
Large financial services firms and wealth management companies fill summer cohorts the preceding fall, sometimes as early as September. Smaller practices and co-op programs post closer to start dates. Check listings throughout the year rather than waiting for a single window so you don't miss structured programs that close months before the role begins.
Build a project portfolio before you apply
Hiring teams for financial planning associate internships expect limited work history and weigh projects instead. Document two or three completed analyses or financial models with the tools you used, whether that's Excel, financial planning software, or a data analysis platform, and link to the work wherever possible so recruiters have something concrete to assess.
Work your campus network alongside direct applications
Campus career fairs surface structured programs tied to your university, and professors or career center advisors often know which firms recruit from your school before roles post publicly. At the same time, apply directly to smaller practices running their own cohorts, since those openings rarely appear through campus channels and you reach a wider pool by doing both.
Practice your interview format out loud
Financial planning associate intern screens typically include case-style questions about portfolio scenarios, client situations, or basic financial analysis problems. Practice answering out loud before you apply, walking through your reasoning step by step, since interviewers at this level weigh how you think through a problem as much as whether you land the right answer.
Target structured rotational programs early
Larger financial institutions run rotational or cohort internship programs built specifically to train people new to the field, moving participants through planning, analysis, and client service teams over the summer. These programs recruit early and fill fast. Identify the ones that match your goals and get your application in during the first wave of recruiting.
Set your work-type filter before you start
On-site roles are 25% of the financial planning associate internships listed here. Decide what you can realistically commit to before you search so you're not sorting through roles you can't take. Filter by location and work type first, then assess the listings that actually fit your situation.
Financial Planning Associate Internships: Frequently Asked Questions
How do I get a financial planning associate internship?
Lead with coursework and completed projects rather than work history, since hiring teams expect limited experience at this stage. The concrete artifact recruiters want from financial planning associate candidates is a documented case study or financial model showing your analytical approach and the tools you used. Pair direct applications to companies running smaller cohorts with campus career fairs, where recruiters often move faster for students they meet in person.
Can a financial planning associate internship turn into a full-time job?
Many employers extend return offers to strong interns, but conversion is never guaranteed. For financial planning associate interns, what drives it most is consistent performance on real client or analytical work, available headcount on the team, and understanding the employer's return-offer timeline early. Position yourself by delivering quality work and asking your manager about the process, without counting on the offer before it's made.
When should I apply for financial planning associate internships?
Earlier than most candidates expect. Large financial services firms and wealth management companies recruit summer interns the preceding fall, often wrapping cohorts before January. Smaller firms, regional practices, and co-op programs post closer to their actual start dates, so openings appear year-round. Checking listings regularly rather than waiting for a single application season keeps more options open.
Are financial planning associate internships paid?
Most professional financial planning associate internships in the United States are paid. Compensation varies by company size, industry segment, and location, so there's no single standard. Where an employer discloses pay, it appears on the listing. Unpaid arrangements exist at some smaller firms, but they're less common for roles with meaningful analytical responsibilities.
What should a financial planning associate internship resume include?
Lead with projects, not work history. Include two or three complete, documented projects showing the financial tools you used and where a recruiter can review the work, such as a linked financial model, a published market analysis, or a case study write-up. Add relevant coursework in finance, accounting, or economics beneath that. Keep the whole document to one page.
Are there remote financial planning associate internships?
Yes. Remote and hybrid roles make up 75% of the financial planning associate internship listings here, with the rest on-site. Remote cohorts fill fast because they draw applicants from every region, so apply early once you decide what works for your situation and use the work-type filter to see only the listings that fit.
What is a financial planning associate rotational internship?
Some larger wealth management firms and financial institutions run structured rotational internship programs that move participants through multiple teams, such as portfolio analysis, client services, and financial planning operations, over one or two summers. These programs target people new to the field, build broad exposure quickly, and are competitive. They recruit early in the fall, so identify the programs that interest you and apply in the first wave.
Can international students get financial planning associate 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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