Mentored Financial Advisor Internship — Path to Full-Time

Capstone Financial, LLC

Overland Park (KS)

On-site

USD 30,000 - 40,000

Full time

14 days+

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Mentorship from experienced advisors
Hands-on exposure to financial advisory career
Opportunity for potential full-time role post-internship

Job summary

Capstone Financial, LLC is looking for a motivated Financial Advisor Intern to gain real-world experience in wealth management. This full-time internship offers exposure to financial planning and mentorship from experienced advisors.

Interns will assist in client meetings, participate in business development initiatives, and develop essential skills in a supportive, high-energy environment.

Qualifications

  • Interest in financial services and wealth management.
  • Comfortable in a fast‑paced, relationship‑oriented environment.
  • Professionalism and dependability.

Responsibilities

  • Observe how advisors prepare for client meetings.
  • Assist with financial planning and data gathering.
  • Participate in prospecting and outreach initiatives.
  • Receive mentorship from experienced advisors.

Skills

Strong communication
Interpersonal skills
Organized
Motivated and eager to learn

Education

Current college student or recent graduate

Job description

Capstone Financial, LLC is looking for a motivated Financial Advisor Intern to gain real-world experience in wealth management. This full-time internship offers exposure to financial planning and mentorship from experienced advisors.

Interns will assist in client meetings, participate in business development initiatives, and develop essential skills in a supportive, high-energy environment.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Financial Advisor Internship — Mentored Path to Growth
Financial Advisor Internship — Mentored Path to Growth

Capstone Financial, LLC • Chesterfield (MO)

On-site
USD 30,000 - 50,000
Mentorship from experienced advisors
Hands-on exposure to financial advising
Team-oriented culture with growth potential
Financial Advisor Internship
Financial Advisor Internship

Capstone Financial, LLC • Overland Park (KS)

On-site
USD 30,000 - 40,000
Mentorship from experienced advisors
Hands-on exposure to financial advisory career
Opportunity for potential full-time role post-internship
Financial Advisor Internship
Financial Advisor Internship

Capstone Financial, LLC • Chesterfield (MO)

On-site
USD 30,000 - 50,000
Mentorship from experienced advisors
Hands-on exposure to financial advising
Team-oriented culture with growth potential
Financial Advisor Intern — Mentorship & CFP Path
Financial Advisor Intern — Mentorship & CFP Path

Northwestern Mutual • Wichita (KS)

On-site
USD 21,000 - 30,000
Award-winning training program
Mentorship and professional dev.
Diversity culture and work-lifebalance
Wealth Management Internship: Mentorship & Real Planning
Wealth Management Internship: Mentorship & Real Planning

Waggoner Financial • Lansing (MI)

On-site
USD 22,000 - 30,000
Mentorship from CFP professionals
Flexible scheduling around class work
Potential path to full-time offer
+1
Finance & Wealth Advisor Intern — Training, Mentorship & Impact
Finance & Wealth Advisor Intern — Training, Mentorship & Impact

Year Up United • Bethel Park

On-site
USD 22,000 - 30,000
Financial Advisor Intern — Hands-On Wealth Planning
Financial Advisor Intern — Hands-On Wealth Planning

Plante Moran • Detroit (MI)

On-site
USD 45,000 - 50,000
Health insurance
Dental insurance
Vision insurance
+3
Wealth Management Internship - Hands-On Mentorship
Wealth Management Internship - Hands-On Mentorship

Willis Johnson Wealth • Houston (TX)

On-site
USD 25,000 - 29,000
Paid Internship
Mentorship Program
Medical Insurance
+5
Junior Financial Advisor: Licensing & Mentorship Path
Junior Financial Advisor: Licensing & Mentorship Path

Equitable Advisors • United States

On-site
USD 31,050 - 37,950
Comprehensive benefits programs
Opportunities for mentorship
Paid training and development
Wealth Management Summer 2027 Internship
Wealth Management Summer 2027 Internship

Waggoner Financial • Lansing (MI)

Hybrid
USD 25,000 - 41,000
Mentorship CFP
Hands-on planning experience
Competitive hourly pay
+3