Financial Planning Internship: Empowering the Next Generation
2 weeks ago
Valeo Financial Advisors LLC, one of the largest RIA firms in the Midwest with approximately $7B in assets under management, seeks a motivated and detail-oriented Financial Planning Intern to join our team. This paid internship offers a competitive salary and provides valuable exposure and skills in an RIA firm.
As a Financial Planning Intern, you will assist a team of Certified Financial PlannerTM advisors who work with a limited number of clients. You will receive firsthand experience in comprehensive financial planning by working on various projects such as:
- 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 gain valuable exposure and skills in an RIA firm, participate in all company events, and receive a competitive salary.
Required Skills and Qualifications- 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 committed to empowering the next generation and has 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.
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