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Become A Finance Advising Internship

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Working As A Finance Advising Internship

  • Getting Information
  • Evaluating Information to Determine Compliance with Standards
  • Interacting With Computers
  • Making Decisions and Solving Problems
  • Establishing and Maintaining Interpersonal Relationships
  • Mostly Sitting

  • $89,160

    Average Salary

Example Of What A Finance Advising Internship does

  • Supported agents responsible for the solicitation and the sale of life insurance products, IRAs, Roth IRAs, and annuities.
  • Evaluate financial plans and risks.
  • Review data to provide accurate client information / profile Prepare presentation for client meetings
  • Updated client information using a database server.
  • Answer phone calls * Organize mailings for hundreds of clients * Transferred funds through Federal wires
  • Learned knowledge about financial products IRA's, 401k, Insurances, Etc.
  • Extracted insurance opportunities from current client base.
  • Managed individual retirement accounts, trust accounts and high net worth client portfolios.
  • Prepare portfolios containing financial data for client accounts.
  • Created and analyzed client database of area schools enrolled in AXA financial advising policy plans.
  • Prepared F.G.A.s (Financial Goals Analyses) for clients & prospects Tracked mutual funds & investment transactions
  • Learned about portfolio management, investment strategies, and maintaining client relationships.
  • Provided in-depth research on stocks and made recommendations to the financial advisor.
  • Obtain a better understanding of the financial services industry and the financial planning profession.
  • Prepared reports of clients' investment portfolios using Morningstar.
  • Gained valuable cold calling and inbound customer service skills.
  • Conducted interviews with potential clients in need of advice and assistance concerning consumer rights matters.
  • Assisted in marketing, data management through Excel, and CRM; reviewed asset allocation portfolios.
  • Organized potential CEO's/New clients onto a call sheet for invitational purposes to recruitment events.
  • Assisted the financial advisor with every facet of wealth management.

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How To Become A Finance Advising Internship

Personal financial advisors typically need a bachelor’s degree. A master’s degree and certification can improve one’s chances for advancement in the occupation.


Personal financial advisors typically need a bachelor’s degree. Although employers usually do not require personal financial advisors to have completed a specific course of study, a degree in finance, economics, accounting, business, mathematics, or law is good preparation for this occupation. Courses in investments, taxes, estate planning, and risk management are also helpful. Programs in financial planning are becoming more available in colleges and universities.


Once they are hired, personal financial advisors often enter an on-the-job training period. During this time, new advisors work under the supervision of senior advisors and learn how to perform their duties, including building a client network and developing investment portfolios. This training usually lasts for more than a year.

Licenses, Certifications, and Registrations

Personal financial advisors who directly buy or sell stocks, bonds, or insurance policies, or who provide specific investment advice, need a combination of licenses that varies with the products they sell. In addition to being required to have those licenses, advisors in smaller firms that manage clients’ investments must be registered with state regulators and those in larger firms must be registered with the Securities and Exchange Commission. Personal financial advisors who choose to sell insurance need licenses issued by state boards. Information on state licensing board requirements for registered investment advisors is available from the North American Securities Administrators Association.

Certifications can enhance a personal financial advisor’s reputation and can help bring in new clients. The Certified Financial Planner Board of Standards offers the Certified Financial Planner (CFP) certification. For this certification, advisors must have a bachelor’s degree, complete at least 3 years of relevant work experience, pass an exam, and agree to adhere to a code of ethics. The exam covers the financial planning process, insurance and risk management, employee benefits planning, taxes and retirement planning, investment and real estate planning, debt management, planning liability, emergency fund reserves, and statistical modeling.


A master’s degree in an area such as finance or business administration can improve a personal financial advisor’s chances of moving into a management position and attracting new clients.

Important Qualities

Analytical skills. In determining an investment portfolio for a client, personal financial advisors must be able to take into account a range of information, including economic trends, regulatory changes, and the client’s comfort with risky decisions.

Interpersonal skills. A major part of a personal financial advisor’s job is making clients feel comfortable. Advisors must establish trust with clients and respond well to their questions and concerns.

Math skills. Personal financial advisors should be good at mathematics because they constantly work with numbers. They determine the amount invested, how that amount has grown or decreased over time, and how a portfolio is distributed among different investments.

Sales skills. To expand their base of clients, personal financial advisors must be convincing and persistent in selling their services.

Speaking skills. Personal financial advisors interact with clients every day. They must explain complex financial concepts in understandable language.

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Finance Advising Internship jobs

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Top Skills for A Finance Advising Internship


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Top Finance Advising Internship Skills

  1. Financial Advisor
  2. Potential Clients
  3. Client Meetings
You can check out examples of real life uses of top skills on resumes here:
  • Provided administrative support to the financial advisor.
  • Participated in networking events focused on prospecting for potential clients.
  • Review data to provide accurate client information / profile Prepare presentation for client meetings
  • Evaluate financial plans and risks.
  • Worked directly under Branch Manager, learning operation and structure of wealth management business.

Top Finance Advising Internship Employers