Financial Planning Internship Opportunity
1 month ago
Valeo Financial Advisors LLC is seeking a highly motivated and detail-oriented individual to join our team as a Financial Planning Intern. This is an excellent opportunity to gain hands-on experience in comprehensive financial planning and work with a team of Certified Financial PlannerTM advisors.
As a Financial Planning Intern, you will assist our advisors in preparing reports for regular analysis of clients' investments, risk management, cash flow, taxes, and estate planning. You will also support the advisors with all required follow-up items from client meetings, review client financials throughout the year to maximize deductions and credits, reduce tax liabilities, and manage credit.
Some of the key responsibilities of this role include:
- Preparing reports and analysis for clients' investments and financial planning.
- Supporting advisors with client meetings and follow-up tasks.
- Reviewing client financials to identify opportunities for tax savings and credit management.
- Assisting with administrative tasks such as record entry, database maintenance, and scanning/filing.
In exchange for your hard work and dedication, you will receive a competitive salary, gain valuable exposure and skills in an RIA firm, and participate in all company events.
Valeo Financial Advisors LLC is an Equal Opportunity Employer. We do 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.
-
Senior Financial Advisor
1 month ago
Carmel, Indiana, United States Trajan Wealth LLC Full timeJob OpportunityTrajan Wealth LLC, a leading Registered Investment Advisor (RIA) firm, is seeking a seasoned Financial Advisor to join our team in the Carmel, IN area. With over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA), we offer a rare and prestigious opportunity for a seasoned professional.We pride ourselves on our...
-
Carmel, Indiana, United States LanceSoft Full timeWe are seeking a highly skilled accountant to join our team. The ideal candidate will have a strong background in financial reporting and analysis. Key responsibilities will include:Preparing and reviewing financial reportsAnalyzing financial data to identify trends and areas for improvementDeveloping and implementing financial strategies to drive business...
-
Virtual Phone Sales Representative
4 weeks ago
Carmel, Indiana, United States The WRS Group - Symmetry Financial Full timeAbout The WRS Group - Symmetry FinancialWe are a financial services agency partnered with Symmetry Financial Group, serving clients nationwide in the areas of mortgage protection life insurance, whole life, term life, accidental coverage, retirement planning strategies, and more.We offer a 100% commission-only pay structure, allowing our agents full control...
-
Audit Professional
1 month ago
Carmel, Indiana, United States DOZ Full timeJoin Our Team as an Audit ProfessionalWe are seeking a highly motivated and detail-oriented individual to join our team as an audit professional. As a member of our audit team, you will have the opportunity to work on a variety of engagements, including audits of affordable housing clients. Our team is dedicated to providing high-quality services to our...
-
Investment Client Services Specialist
4 weeks ago
Carmel, Indiana, United States BMO Financial Group Full timeKey ResponsibilitiesAs a Client Relationship Specialist at BMO Financial Group, you will provide administrative and operational support to deliver exceptional customer experiences. You will work collaboratively within the assigned team/branch and with business partners to identify gaps, issues, and best practices through monitoring of sales and service...
-
Solutions Consultant
1 month ago
Carmel, Indiana, United States Baker Hill Solutions Full timeJob OverviewThe Solutions Consultant role at Baker Hill Solutions is a key position that assists sales teams in generating revenue by selling software solutions and services to new and existing clients within assigned territories.This position requires strong financial services knowledge, lending operational expertise, and excellent communication skills to...
-
Insurance and Financial Services Professional
1 month ago
Carmel, Indiana, United States Shawn Higgins - State Farm Agent Full timeJob OverviewAs a successful State Farm Agent, we are seeking a highly motivated and driven professional to join our team as an Insurance and Financial Services Position. This role offers a unique opportunity to grow your career in a fast-paced environment, with excellent income and growth potential.Key ResponsibilitiesEstablish and maintain strong customer...
-
Bartender - Part-Time Opportunity
4 weeks ago
Carmel, Indiana, United States New Perspective Senior Living LLC Full timeJob SummaryWe are seeking a skilled Bartender to join our team at New Perspective Senior Living LLC. As a Bartender, you will be responsible for providing exceptional customer service and ensuring that every resident, guest, and team member has a positive experience.Key Responsibilities:Prepare and serve beverages and food items with a focus on excellent...
-
Nurse Practitioner
4 weeks ago
Carmel, Indiana, United States Ascension Full timeAbout the Role:We are seeking a skilled Nurse Practitioner to join our Family Medicine team at Ascension St. Vincent. As a key member of our healthcare team, you will provide high-quality patient care and work collaboratively with our physicians to deliver exceptional medical services.Responsibilities: Provide primary healthcare services to patients,...
-
Travel Nurse RN Med Surg Opportunity
4 weeks ago
Carmel, Indiana, United States Travel Nurses, Inc. Full timeTravel Nurse RN Med Surg Job DescriptionWe are seeking a highly skilled MedSurg RN for a travel nursing position in Carmel, Indiana. This 13-week assignment offers a 36-hour workweek with 12-hour night shifts. As a travel nurse with Travel Nurses, Inc., you will enjoy excellent benefits, including day-one health care coverage, a 401(k) plan, and competitive...
-
Multifamily Development Executive
4 weeks ago
Carmel, Indiana, United States SC Bodner Company Full timeDirector of DevelopmentSC Bodner Company is seeking a seasoned professional to lead our multifamily projects from inception to completion. The ideal candidate will have a deep understanding of the multifamily housing market, strong leadership skills, and a proven track record in managing complex development processes.Key Responsibilities:Project Leadership:...
-
Carmel, Indiana, United States Indiana University Health Full timeJob Summary: We are seeking a skilled Hospitalist to join our team at IU Health North Hospital in Carmel, IN. As a Hospitalist, you will be responsible for providing high-quality patient care, collaborating with other healthcare professionals, and contributing to the growth and development of our hospital.Responsibilities:Provide inpatient care to patients...
-
Certified Nursing Assistant PRN Opportunity
1 month ago
Carmel, Indiana, United States CommuniCare Family of Companies Full timeBridgewater Healthcare Center, a member of the CommuniCare Family of Companies, is seeking a Certified Nursing Assistant (CNA) to provide routine nursing and personal care for residents. This role is responsible for ensuring the highest degree of quality resident care is maintained at all times. The successful candidate will work effectively with team...
-
Certified Nursing Assistant
3 weeks ago
Carmel, Indiana, United States CommuniCare Family of Companies Full timeBridgewater Healthcare Center, a part of the CommuniCare Family of Companies, is currently recruiting for Certified Nursing Assistants to work in various shifts. The position of Certified Nursing Assistant exists to provide routine nursing and personal care for residents, ensuring high-quality resident care at all times. This role requires effective...
-
Hospice Nurse Practitioner
4 weeks ago
Carmel, Indiana, United States CorsoCare Full timeJob OverviewCorsoCare is seeking a skilled Nurse Practitioner to join our team in providing high-quality hospice care to patients in Indianapolis and surrounding areas.The ideal candidate will have a Master's Degree in nursing, be certified/licensed as a Nurse Practitioner in the state of practice, and possess a DEA License. A minimum of 5 years of nursing...
-
Travel Nurse RN
4 weeks ago
Carmel, Indiana, United States Travel Nurses, Inc. Full timeJob Title: Travel Nurse RN - Progressive Care Unit Opportunity in Carmel, IndianaWe are seeking a highly skilled Travel Nurse RN to join our team in Carmel, Indiana. As a Travel Nurse RN, you will be responsible for providing high-quality patient care in a Progressive Care Unit setting.Job Description:Specialty: PCU - Progressive Care UnitDiscipline:...
-
Part-Time Bookkeeper I
1 month ago
Carmel, Indiana, United States Mercadien Consulting LLC Full timePart-Time Bookkeeper IMercadien Consulting LLC is seeking a detail-oriented and dedicated Part-Time Bookkeeper I to join our team. As a key member of our finance team, you will play a crucial role in maintaining accurate financial records and ensuring the smooth operation of our financial systems.Key Responsibilities:Maintain accurate and organized financial...
-
Economic Studies Engineer
1 month ago
Carmel, Indiana, United States MISO Full timeTransform the Grid of the FutureAs a key member of our team, you will play a crucial role in analyzing transmission expansions to address energy market inefficiencies. Using advanced production cost modeling tools, you will identify opportunities to optimize the grid and contribute to the development of innovative solutions that will shape the future of the...
-
Travel Nurse RN
4 weeks ago
Carmel, Indiana, United States TotalMed Staffing Full timeTotalMed Staffing is seeking a travel nurse RN for a medical surgical position in a reputable healthcare facility.Job DetailsSpecialty: Medical SurgicalDiscipline: RNEmployment Type: TravelWe are looking for a skilled Registered Nurse to join our team for a travel assignment in a medical surgical unit.TotalMed Staffing offers a competitive pay package and a...
-
OB Laborist
4 weeks ago
Carmel, Indiana, United States Indiana University Health Full timeOB Laborist Opportunity at IU HealthWe are seeking a Full-Time Laborist to provide coverage at our community hospitals in Carmel and Avon. As an OB Laborist at IU Health, you will be part of a cohesive team of women's health providers, providing intrapartum, antepartum, and postpartum care.Key Responsibilities:Provide full-time laborist coverage with an...