Finance Internships

Temple University’s Finance Department offers a wide array of opportunity for students to gain hands-on industry experience, solve real-world problems and build a robust network to launch and grow a meaningful and successful career upon graduation.  

Financial Planning majors are paired with the Temple University Investment Association (TUIA). Students become junior analysts and complete five training modules in order to be considered for a position with The Owl Fund. In addition, TUIA host

  • an interactive speaker series with experts in financial planning, investing and portfolio management.
  • trips to Wall Street firms and institutions.
  • two socials per semester for students in TUIA, the Fox Fund and the Owl Fund.
  • weekly student meetings with financial services professionals.

The Financial Planning Association is another way for students to deepen their understanding of the field outside the classroom. The association brings senior financial advisors from numerous firms across the Philadelphia area looking to hire passionate students for internships and jobs. Topics include

  • behavioral finance,
  • current regulation changes,
  • goals-based wealth management,
  • relationship building and
  • the value of a Certified Financial Planner.

In addition, the association organizes an exclusive Career Day for both students and financial planning professionals in the region. Unlike traditional job fairs, students have the opportunity to interview for internships and jobs during the event. Career Day includes

  • educational components for professionals looking to develop the next generation of financial planners,
  • guidance for firms on how to maximize the value of hiring financial planning students,
  • mock interviews,
  • networking opportunities,
  • résumé reviews, and
  • roundtable discussions with financial planners.

Internships & Opportunities

As part of the Center for Student Professional Development’s efforts to prepare students for the working world, guidance for identifying, procuring and preparing for internship opportunities is offered to all interested Fox School of Business students. The timeline for finding and securing an internship varies from student to student, but it is strongly recommended that all Fox students explore the many internship opportunities posted on Handshake, a career management platform. There is a wide variety of opportunities available with employers from varied industries.

Find out more about internships and school partners at Fox.

Careers

Financial planning is a growing field with expanding employment opportunities for graduates. As the population ages and life expectancies rise, financial planners are in high demand both locally in Philadelphia and nationally.

Alumni Employers

Temple University maintains strong ties with employers, both within the city of Philadelphia and beyond, who have employed, or who currently employ, former Temple students. Graduates from the Financial Planning program have gone on to work for a variety of employers, including

  • Ascensus,
  • AXA Advisors, LLC/Karr Barth Associates,
  • Bank of America,
  • BPM-D,
  • Charles Schwab,
  • Citizens Bank,
  • Creative Financial Group,
  • eMoney Advisor,
  • Family Wealth Management,
  • Hamilton Lane,
  • JFS Wealth,
  • Lincoln Investment Planning,
  • MassMutual Greater Philadelphia,
  • Menninger & Associates,
  • myCIO Wealth Partners,
  • Northwestern Mutual,
  • Nuoyuan Capital,
  • Penn Capital Management,
  • Power Home Remodeling Group,
  • Rodgers & Associates, Ltd.,
  • Trinity Wealth Management LLC,
  • The Uncommon Individual Foundation and
  • Vanguard.

Career Services

Outcomes

Career opportunities and mid-career salaries for the Financial Planning Major may include the following examples.

Career

Median Salary*

Accountants

$70,500.00

Billing, Cost, & Rate Clerks

$37,800.00

Bookkeeping, Accounting, & Auditing Clerks

$40,240.00

Budget Analysts

$76,220.00

Financial Examiners

$80,180.00

First-Line Supervisors of Office & Administrative Support Workers

$55,810.00

Licensing Examiners & Inspectors

$68,860.00

Payroll & Timekeeping Clerks

$45,050.00

Secretaries & Administrative Assistants

$36,630.00

Tax Preparers

$39,390.00

* Data obtained from the Occupational Information Network (O*NET) under sponsorship of the U.S. Department of Labor/Employment and Training Administration (USDOL/ETA).