Financial Planning Internships
Financial planning internships give university students, recent graduates, and early-career switchers hands-on project experience analyzing client portfolios and financial models, mentorship from working financial planners, and, at many employers, a path toward a full-time offer. Roles cover Insurance, Manufacturing, and Chemicals & Materials, with Mariner Wealth Advisors, Valeo Financial Advisors, and Tektronix among the employers posting roles now.
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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 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 Internship Search
Apply for summer roles in the fall
Large financial services firms and wealth management companies open summer internship applications as early as August or September the year before. Waiting until spring means the structured cohort programs are already closed. Treat fall as your primary application season and set reminders for when target firms typically post.
Build financial models before you apply
Hiring teams for financial planning internships expect limited work history, so your portfolio carries the weight. Document two or three projects, such as a personal finance analysis, a DCF model, or a budgeting case study, noting the tools used and linking to the work. Recruiters need a concrete artifact to evaluate your skills.
Work your campus network and apply directly at the same time
Campus career fairs surface structured programs tied to your university, and professors or career center staff often know which financial planning employers recruit from your school before roles post publicly. Applying directly to smaller firms running their own cohorts alongside campus activity widens the pool you reach.
Practice walking through a financial scenario out loud
Financial planning intern screens often include a case-style conversation where you analyze a client scenario, work through a budgeting problem, or interpret a financial statement. Practice your answers out loud, explaining your reasoning step by step, because interviewers weigh how you think through the problem as much as the final answer.
Target CFP-track and rotational programs early
Larger financial services firms run structured internship programs designed to train people new to the field, often aligned with the CFP pathway or a rotational model covering planning, investments, and client service. These programs recruit early and fill fast, so identify the ones that fit your goals and apply in the first wave.
Set your work-type filter before you start
On-site roles are 66% of the financial planning internships listed here. Decide what you can realistically commit to before you search, then filter by location and work type so you are not sorting through roles you cannot take. Applying only to roles that fit your situation keeps your effort focused.
Financial Planning Internships: Frequently Asked Questions
How do I get a financial planning internship?
Lead with coursework and projects rather than work history, since hiring teams expect limited experience at the intern level. Build a portfolio that includes financial models, investment analyses, or budgeting case studies, giving recruiters a concrete artifact to assess. Combine direct applications with campus career fairs, where financial planning recruiters often move faster with students they meet in person.
Can a financial planning internship turn into a full-time job?
Many employers extend return offers to strong interns, but conversion is never guaranteed. What actually drives it for financial planning interns is the quality of your work on real client or analytical projects, available headcount on the team, and how early in the internship you signal interest in returning. Position for it without counting on it.
When should I apply for financial planning internships?
Earlier than most expect. Large financial services employers and wealth management firms recruit summer interns the preceding fall, sometimes opening applications in August or September. Smaller firms, regional practices, and co-op programs post much closer to start dates, so openings appear year-round. Check listings regularly and treat fall as prime application season for the following summer.
Are financial planning internships paid?
Most professional financial planning internships in the U.S. are paid. Compensation varies by company size, industry segment, and location. Where an employer discloses pay, the listing shows it. Larger firms and structured rotational programs tend to offer more competitive compensation than smaller independent practices.
What should a financial planning internship resume include?
Lead with projects, not work history. Include two or three documented projects showing the tools you used, such as Excel financial models, DCF analyses, or budgeting simulations, with links to the work where possible. Add relevant coursework like financial planning, investments, or tax. Keep the whole resume to one page.
Are there remote financial planning internships?
Yes. Remote and hybrid roles make up 34% of the financial planning internship listings here, with the rest on-site. Remote cohorts fill fast because they attract applicants nationally, so apply early and filter by work type to see them before they close.
What is a CFP-track internship program in financial planning?
Some larger financial planning firms and wealth management companies run structured internship programs designed to introduce candidates to the Certified Financial Planner pathway. These programs pair interns with planners working toward or holding CFP certification, focus on client-facing skills and plan construction, recruit early in the fall, and are competitive, so apply in the first wave when applications open.
Can international students get financial planning 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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