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Financial Planning Internship Opportunity

2 months ago

Carmel, Indiana, United States Valeo Financial Advisors LLC Full time
Financial Planning Internship Opportunity

Valeo Financial Advisors LLC is seeking a highly motivated and detail-oriented individual to join our team as a Financial Planning Intern. As a member of our team, you will have the opportunity to gain hands-on experience in comprehensive financial planning, working closely with a team of Certified Financial PlannerTM advisors.

Key Responsibilities:

  • Assist in preparing reports for regular analysis of clients' investments, risk management, cash flow, taxes, and estate planning.
  • Support advisors with follow-up items from client meetings.
  • Review client financials to maximize deductions and credits, reduce tax liabilities, and manage credit.
  • Perform administrative tasks, including record entry, database maintenance, and scanning/filing.

Requirements:

  • Ability to work effectively as part of a team.
  • Strong communication and computer skills, specifically advanced knowledge of Microsoft Excel and other Microsoft Office products.
  • Intermediate industry knowledge is preferred.
  • Strong analytical skills with attention to detail and accuracy.

Valeo Financial Advisors LLC is an Equal Opportunity Employer. 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. We provide comprehensive, independent financial advice to our clients with one, simple transparent fee. Our advisors never sell a product or earn a commission.