Financial Planning Intern Resume Examples & Tips for 2025
We are seeking a driven Financial Planning Intern to assist our wealth management team in developing comprehensive financial plans, conducting market research, and analyzing investment portfolios for high-net-worth clients. The ideal candidate will possess strong analytical skills, proficiency in Excel, and be pursuing a bachelor's degree in Finance, Economics, or related field, with a minimum GPA of 3.0 and completion of core finance coursework. This role offers invaluable hands-on experience in the financial planning industry while contributing to our mission of helping clients achieve their long-term financial goals through data-driven strategies and personalized wealth management solutions.
What Makes This Financial Planning Intern Resume Great
Resume Writing Tips
- Highlight relevant coursework in finance, economics, and investment analysis
- Showcase quantitative skills and experience with financial modeling
- Include any experience with financial planning software or tools
- Emphasize client service experience and communication abilities
Key Achievements to Highlight
- Analyzed 20+ client portfolios totaling $5M+ in assets
- Developed financial models resulting in 15% improved projection accuracy
- Created 10+ comprehensive financial plans for high-net-worth clients
Technical Skills
Soft Skills
Relevant Certifications
- Series 7 License
- Certified Financial Planning (CFP) Candidate
2025 Financial Planning Intern Market Insights
Salary Range
$45,000 - $65,000
Experience Level Impact
Growth Rate
7% annually
Industry Growth Trend
Market Demand
high Demand
Strong growth in personal financial planning services due to aging population and increased financial complexity
Top Employers Hiring Financial Planning Interns
Skills Analysis & Career Paths
Skills Breakdown
Related Career Paths
Financial Planning Intern Career Timeline
Entry Level
Financial Planning Intern
0-2 years
Learning & Foundation
Mid Level
Financial Advisor
3-7 years
Specialization & Growth
Senior Level
Senior Financial Planner
8+ years
Leadership & Strategy
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