Summer 2025: Financial Planning Internship
1 week ago
Do you possess a strong interest in financial planning (retirement planning, investment allocations, and research), technology (Excel, Access, CRM systems, other databases), economics, and general finance? If so - then clear and proactive communication skills along with attention to detail are a must in this rewarding Financial Planning Internship opportunity.
During your paid internship, you will receive firsthand experience in comprehensive financial planning by assisting a team of Certified Financial Planner™ advisors who work with a limited number of clients. This in-person internship in our Carmel, IN office.
Some of the projects for which you will provide support include:
- Preparing reports for regular analysis of clients’ investments, risk management, cash flow, taxes, and estate planning.
- Supporting the advisors with all required follow-up items from client meetings.
- Reviewing client financials throughout the year to maximize deductions and credits, reduce tax liabilities, and manage credit.
- Administrative tasks including record entry, database maintenance, and scanning/filing.
In exchange, you will receive a competitive salary, gain valuable exposure and skills in an RIA firm, and participate in all company events.
Requirements
- Ability to work effectively as part of a team.
- Strong communication skills.
- Strong computer skills, specifically advanced knowledge of Microsoft Excel and other Microsoft Office products.
- Intermediate industry knowledge is preferred.
- Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
- Active interest in the CFP designation is preferred.
Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with approximately $7B in assets under management. We provide comprehensive, independent financial advice to our clients with one, simple transparent fee. Our advisors never sell a product or earn a commission. We are committed to empowering the next generation and have 30 former interns on staff today. Learn from a team of 70+ CFP® | CFA® | CPA | JD | Master's credentialed advisors.
Valeo is an Equal Opportunity Employer. Valeo does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.
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