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Finance advising internship skills for your resume and career

Updated January 8, 2025

5 min read

Quoted experts

Sean Edmund Rogers Ph.D.,

David M. Lang

Finance advising internship example skills

Below we've compiled a list of the most critical finance advising internship skills. We ranked the top skills for finance advising interns based on the percentage of resumes they appeared on. For example, 12.5% of finance advising internship resumes contained client portfolios as a skill. Continue reading to find out what skills a finance advising internship needs to be successful in the workplace.

15 finance advising internship skills for your resume and career

1. Client Portfolios

Here's how finance advising interns use client portfolios:

Managed an example client portfolio with personal decision making on retirement plan/portfolios.
Analyzed and provided financial recommendations on existing client portfolios to my superiors.

2. Life Insurance

Here's how finance advising interns use life insurance:

Prepared Financial Planning Proposals, Investment Portfolios and Life Insurance Presentations.
Run life insurance policy illustrations tailored for individual client needs.

3. Student Athletes

Student-athletes are the participants in a planned competitive sport sponsored by an educational institution in which the student takes part.

Here's how finance advising interns use student athletes:

Communicate with student athletes, and other individuals to answer questions, disseminate or explain information and address complaints.
Negotiate Pirate SUCCESS contracts with student athletes on academic probation for the first time.

4. Client Data

Here's how finance advising interns use client data:

Analyzed specific client data and tailored individualistic proposals based on the specific needs of the client.
Served as a key role to senior management executives churning client data and information on file.

5. Wealth Management

Wealth management is the act of good wealth planning for purposes of growth and sustenance.

Here's how finance advising interns use wealth management:

Coordinated with VP of Wealth Management to developed and implement a direct mailing marketing initiative.
Practiced financial investment modeling for wealth management and retirement planning.

6. Financial Products

Financial products refer to instruments through which an individual can invest, borrow or save money. Such devices include credit cards, shares, deposits, bonds, and loans.

Here's how finance advising interns use financial products:

Researched information from various sources including financial products and providers.
Evaluated client's risk preference, requirement of return and income level and recommended pertinent financial products to clients.

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7. PowerPoint

Here's how finance advising interns use powerpoint:

Drafted PowerPoint for presentation to senior executives.
Processed, analyzed over 500 alumni responses via Excel format then presented results via PowerPoint to Director of Career Center.

8. Morningstar

Here's how finance advising interns use morningstar:

Performed portfolio analysis using MorningStar workstation and completed cost basis research project.
Analyzed mutual fund information for existing clients using Morningstar.

9. Client Relations

Here's how finance advising interns use client relations:

Improved productivity by streamlining client relationship maintenance process.
Provided high quality of Client relationship management.

10. Administrative Tasks

Here's how finance advising interns use administrative tasks:

Organized various confidential files, collateral material, while performing other administrative tasks.
Assisted in the organization of retirement plans, preparation of upcoming meetings with clientele, and other administrative tasks.

11. Financial Services

Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

Here's how finance advising interns use financial services:

Marketed and implemented comprehensive fee-based financial services to individuals integrating proprietary and non-proprietary products.
Developed the inter-personal skills and consistent habits of building a financial services practice

12. Client Accounts

Here's how finance advising interns use client accounts:

Managed existing client accounts including contact updates and notification of investment changes.
Maintained personal information in client accounts.

13. Retirement Planning

Retirement Planning is a long-term groundwork where you must determine your income goals and the decisions and implementations to attain such goals. It requires financial strategies of saving, investments, or the expenditure of money in a way that means to sustain one's life during the period of retirement.

Here's how finance advising interns use retirement planning:

Prepared asset allocation, education funding, insurance and retirement planning analyses.
Assisted with preparation for monthly retirement planning workshops.

14. Market Research

Market research is a collective effort to collect information related to a consumer's needs and wants. It is a systematic approach that involves recording and analysis of both qualitative and quantitative data. Market research helps a business to identify a target market correctly and identify the gaps in potential consumer's expectations.

Here's how finance advising interns use market research:

Analyzed investments with market research to categorize investment for qualified clients.
Performed market research to identify customer wants and preferences.

15. Scheduling Appointments

Scheduling appointments is the practice of finding a free slot with the person(s) you want to meet. The process of scheduling appointments involves finding mutually free time, negotiating follow-ups, sending reminders, and creating new appointments. Scheduling appointments is important to ensure that the timings of consecutive meetings do not clash with each other.

Here's how finance advising interns use scheduling appointments:

Assisted job developers with filing, scheduling appointments, researching jobs on-line, filling out paper work, and answering telephones.
Conducted approximately 15 client prospect calls per week, resulting in 30% scheduling appointments

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What skills help Finance Advising Interns find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on finance advising internship resumes?

Sean Edmund Rogers Ph.D.

Associate Professor, Spachman Professor of Human Resources and Labor Relations, University of Rhode Island

The same ones that have always stood out - a solid record of performance and achievement, strong job knowledge and skills, relevant experience, reliability and dependability, a commitment to professional development such as via industry certifications, and so on. If there was one thing to add given the ever-increasing competition for jobs, it is that job seekers who have verifiable and demonstrable abilities that suggest they can hit the ground running and quickly create value for an organization may have a leg up. This is more than someone just being a self-starter. I'm talking about having a specific expertise like data analytics and visualization skills using Tableau. Just as firms seek to create and sustain competitive advantage, job seekers should be looking for ways they can hone their skills and expand their value-add for employers.

What finance advising internship skills would you recommend for someone trying to advance their career?

David M. Lang

Professor, California State University - Sacramento

The job market will reward people that require as little supervision and training as possible. Our pandemic times and likely, our post-pandemic times will involve a fair amount of remote working. As such, employers will want to make sure that the individuals they hire are self-motivated, quick learners who can hit the ground running without a lot of hand-holding. If taking a year off, I would make sure that job applicants devote some time to learning about the industry standards in which they plan to work. Does the industry use a particular software? Start learning about how to use that. Does the occupation use specific data or require coding? Devote some time to learning the basics of that as well. As always, don't forget the soft skills of communication (orally and written) and interpersonal relationships.

What type of skills will young finance advising internships need?

Ann M. Ebberts

CEO, AGA

What I see as critical skills for newcomers to the government workforce in financial management roles, including budget development and analysis – will continue to be critically important.

Given the current state of the economy and the cost of the response to the COVID-19 pandemic, recent graduates entering the workforce will need to leverage communication, collaboration, analytical, and problem-solving skills. The ability to leverage new technologies to analyze, develop, and communicate with others in government and with the public will be important.

Budget analysts (and all financial roles) need to be productive, collaborative and have strong communication skills. They will also need to be able to process a variety of information from different sources and develop an understanding of the priorities of the organization and interrelationships with other government entities.

Desirable skills and attributes for graduates entering the workforce:
· Good listening skills
· Math and writing skills -- preparing annual/special reports
· Comfortable learning new and applying existing technologies
· Need to be detail-oriented
· Need to understand the role of the government entity they serve and the role of the budget in government
· Data analysis abilities
· Developing and/or analyzing planned vs. actual reports and providing options for moving forward
· Leveraging textual and visualization methods to enable communication of budget priorities -- proposal evaluation (pros and cons), potential impacts of decisions
· Presenting analysis in a concise and convincing manner
· Evaluating programs to determine whether they are providing desired results

Do you want to know more?

List of finance advising internship skills to add to your resume

The most important skills for a finance advising internship resume and required skills for a finance advising internship to have include:

Client Portfolios
Life Insurance
Student Athletes
Client Data
Wealth Management
Financial Products
PowerPoint
Morningstar
Client Relations
Administrative Tasks
Financial Services
Client Accounts
Retirement Planning
Market Research
Scheduling Appointments
Salesforce
Market Trends

Financial Analysis
Cold Calls
Health Insurance
Asset Allocation
Financial Aid
Portfolio Management
Financial Statements
Business Development
Annuities
Risk Tolerance
Portfolio Analysis
Investment Portfolios
Financial Objectives
Bloomberg
Community Involvement
Course Selection
Insurance Policies

Financial Reports
Mock Interviews
Equities
ETFs
Financial Data
FINRA
Client Service
Portfolio Reviews
Investment Strategies
Academic Probation
Technical Analysis
Conference Calls
General Assembly
Investment Vehicles
Estate Planning
Investment Products

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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