Finance Advising Internship Job Openings - 18 Jobs

  • Estimated Salary

    $88,061

    Finance Manager - Planning & Forecasting
    Verizon

    Ashburn, VA

  • Estimated Salary

    $88,061

    Finance Manager - Planning & Forecasting
    Verizon

    Ashburn, VA

  • Estimated Salary

    $88,061

    Finance Manager - Planning & Forecasting
    Verizon

    Ashburn, VA

  • Estimated Salary

    $88,061

    NEW
    Finance Manager Planning & Forecasting
    Verizon Communications

    Ashburn, VA

  • Estimated Salary

    $88,061

    NEW
    Finance Manager Planning & Forecasting
    Verizon Communications

    Ashburn, VA

  • Estimated Salary

    $124,030

    NEW
    CFO Finance leader
    Apertus Partners

    Ashburn, VA

  • Estimated Salary

    $74,000

    NEW
    AWS Senior Finance Analyst - Data Center Infrastructure
    Amazon

    Ashburn, VA

  • Estimated Salary

    $49,000

    NEW
    Entry Level Financial Advisor
    Mutual of Omaha

    Ashburn, VA

  • Estimated Salary

    $89,320

    NEW
    Lead Financial Analyst Planning & Forecasting
    Verizon Communications

    Ashburn, VA

  • Estimated Salary

    $89,320

    Lead Financial Analyst - Planning & Forecasting
    Verizon

    Ashburn, VA

  • Estimated Salary

    $89,320

    Lead Financial Analyst - Planning & Forecasting
    Verizon

    Ashburn, VA

  • Estimated Salary

    $89,320

    NEW
    Lead Financial Analyst Planning & Forecasting
    Verizon Communications

    Ashburn, VA

  • Estimated Salary

    $74,000

    NEW
    Senior Financial Analyst
    Creative Financial Staffing

    Ashburn, VA

  • Estimated Salary

    $74,000

    NEW
    Senior Financial Analyst
    Amazon

    Ashburn, VA

  • Estimated Salary

    $99,130

    Oracle Senior Solutions Consultant- Finance Cloud
    Oracle

    Ashburn, VA

  • Estimated Salary

    $89,160

    Gallagher Fiduciary Advisors Summer Intern
    Gallagher

    Washington, DC

  • Estimated Salary

    $89,160

    NEW
    Gallagher Fiduciary Advisors Summer Intern
    Arthur J Gallagher & Co

    Washington, DC

  • Estimated Salary

    $89,160

    Gallagher Fiduciary Advisors Summer Intern
    Gallagher

    Washington, DC

Finance Advising Internship Jobs

average

$89,160

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

Example of what a Finance Advising Internship does

  • Provided life insurance and retirement planning advice to over 100 clients.
  • Researched and designed financial plans enabling clients to reach their financial goals using state-of-the- art software tools.
  • 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.
  • Learned about portfolio management, investment strategies, and maintaining client relationships.
  • Prepared F.G.A.s (Financial Goals Analyses) for clients & prospects Tracked mutual funds & investment transactions
  • Discussed various investment strategies with Financial Advisors.
  • 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.

Education

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.

Training

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.

Advancement

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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Possible Finance Advising Internship Career Paths

Finance Analyst
Financial Analyst Internship
Finance Advisor

Top Skills for a Finance Advising Internship

Know what it takes to get the job done

ClientPortfoliosPotentialClientsFinancialPlansClientMeetingsNEWClientsFinancialProductsMorningstarClientDataLifeInsuranceAssetAllocationClientInformationFinancialServicesCustomerServiceRiskTolerancePhoneCallsFinancialGoalsClientBaseClientRelationshipsInvestmentStrategiesClientAccounts

Top Finance Advising Internship Skills

Many of the most in demand skills for finance advising internship jobs include:
  1. Client Portfolios
  2. Potential Clients
  3. Financial Plans
Here’s how the most requested skills appear on resumes:
  • Utilized software and Excel spreadsheets to forecast and model potential growth of client portfolios.
  • Participated in networking events focused on prospecting for potential clients.
  • Prepared Financial Plans and proposed investments for potential clients based on portfolio analysis and the client's goals and risk tolerance.
  • Prepared portfolio performance reports for client meetings, re-balanced asset allocation models, and checked all trade confirmations.
  • Worked under experienced financial planners and helped obtain new clients

Morningstar, Risk Tolerance, Client Meetings, Financial Plans, Client Information, Phone Calls, Financial Products, Client Base, Client Portfolios, Client Accounts, Client Data, Client Relationships, Financial Goals, Investment Strategies, Financial Services, Life Insurance, Customer Service, Potential Clients, Asset Allocation, NEW Clients

Top Finance Advising Internship Employers

Find the best employers to advance your career

Top 10 Finance Advising Internship Employers

Finance Advising Internship positions seems to be very popular at AXA Advisors where they currently get hired the most.

Finance Advising Internship job seekers will have an easy time finding open jobs at these firms:
  1. Edward Jones
  2. Waddell & Reed
  3. Merrill Lynch
  4. Prudential Financial

Overall, there are 10 companies that have hired for Finance Advising Internship candidates.

AXA Advisors, Edward Jones, Waddell & Reed, Merrill Lynch, Prudential Financial, UBS Financial Services, Mutual of Omaha, LPL Financial, Davinci Technologies Corporation, Ing Financial Partners

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