Financial Planning Specialist Internships
Financial planning specialist 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 planning specialists, and, at many employers, a path toward a full-time offer. Roles 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 Specialist 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 Specialist Internship Market
Who's Hiring
Top Industries Hiring
- Manufacturing
- Medical Devices
Tips for Your Financial Planning Specialist Internship Search
Apply for summer roles in the fall
Large financial services employers and wealth management firms open summer internship applications as early as August or September for the following year. Smaller companies and co-op programs post closer to their start dates. Check listings throughout the year rather than waiting for spring, or the roles you want will already be filled.
Build a portfolio before you apply
Hiring teams for financial planning specialist interns expect limited work history, so documented projects carry more weight than past jobs. Build two or three complete examples: a personal budget model, a mock financial plan for a hypothetical client, or a written investment case study. Link or attach them wherever the application allows.
Work your campus network and apply directly at the same time
Campus career fairs surface structured programs tied to your university, and recruiters there often move faster for students they meet in person. Your professors and career center staff frequently know which financial planning firms recruit from your school before roles post publicly. Applying directly to companies running smaller cohorts alongside campus activity widens the pool you reach.
Practice your interview format out loud before applying
Financial planning specialist intern screens often include a case-style conversation where you walk through a client scenario, a budgeting problem, or an investment rationale. Practice explaining your reasoning aloud, not just arriving at an answer, because interviewers weigh how you think through uncertainty as much as the conclusion you reach.
Target structured rotational and cohort programs early
Large financial institutions run formal intern cohort programs that rotate students through financial planning, client services, and investment teams over a single summer. These programs are built to train people new to the field, recruit in the fall, and fill in the first application wave. Identify the programs that fit your target firms and submit before they open to the general pool.
Set your work-type filter before you start
On-site roles are 25% of the financial planning specialist internships listed here. Decide what you can realistically commit to before you start applying, then filter by location and work type so you're only reviewing roles you can actually take. Sorting through listings that don't fit your situation wastes time you could spend on stronger applications.
Financial Planning Specialist Internships: Frequently Asked Questions
How do I get a financial planning specialist internship?
Lead with coursework and projects rather than work history, since hiring teams expect limited experience at the intern level. A documented portfolio of financial analyses, budgeting models, or case study write-ups gives recruiters something concrete to assess. Submit direct applications to companies running smaller cohorts alongside campus career fairs, where recruiters often move faster for students they meet in person.
Can a financial planning specialist 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 specialist interns is consistent performance on real client or analytical work, available headcount on the team, and understanding when return-offer decisions happen so you can ask early. Position for one by delivering quality work throughout, but keep your full-time search running in parallel.
When should I apply for financial planning specialist internships?
Earlier than most expect. Large financial services employers and wealth management firms recruit summer interns the preceding fall, often closing cohorts before spring semester begins. Smaller companies, regional advisory firms, and co-op programs post closer to their start dates, so openings appear year-round. Check listings regularly rather than waiting for a single application season.
Are financial planning specialist internships paid?
Most professional financial planning specialist internships in the United States are paid. Compensation varies by company size, industry, and location, and listings show it where the employer discloses it. Unpaid arrangements are less common in this field but do appear occasionally at nonprofits or very small firms, so review each listing carefully before applying.
What should a financial planning specialist internship resume include?
Lead with projects, not work history: two or three documented projects showing the financial tools and software you used, with links to published analyses, case studies, or model outputs where available. Add relevant coursework in financial planning, investment analysis, or accounting. Keep everything to one page, since hiring teams screen intern resumes quickly and brevity signals clarity.
Are there remote financial planning specialist internships?
Yes. Remote and hybrid roles make up 75% of the financial planning specialist internship listings here, with the rest on-site. Remote cohorts fill fast because they draw applicants nationally, so apply early and filter by work type to see them before they close.
What is a financial planning rotational internship program?
Some large financial institutions and wealth management firms run structured rotational intern programs that place cohorts across departments, such as financial planning, investment research, and client services, over a single summer. These programs target people new to the field, provide built-in mentorship, and recruit early in the fall. They are competitive and fill in the first application wave, so identify target firms and apply as soon as they open.
Can international students get financial planning specialist 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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