Financial Planning Intern

4 days ago


Carmel, Indiana, United States Valeo Financial Advisors LLC Full time
Job Summary

We are seeking a motivated and detail-oriented Financial Planning Intern to join our team at Valeo Financial Advisors LLC. As a key member of our team, you will assist our Certified Financial Planner advisors in providing comprehensive financial planning services to our clients.

This paid internship offers valuable experience in financial planning, including preparing reports, supporting client meetings, and reviewing client financials. You will also have the opportunity to work with our experienced team of advisors and participate in company events.

The ideal candidate will possess strong communication skills, advanced knowledge of Microsoft Excel, and an active interest in the CFP designation. If you are a driven individual looking to gain hands-on experience in financial planning, we encourage you to apply.

Key Responsibilities:

  • Assist advisors with report preparation and client meeting support
  • Review client financials to maximize deductions and credits
  • Perform administrative tasks, including record entry and database maintenance

Benefits:

  • A competitive salary: $45,000 - $50,000 per year
  • Opportunity to gain valuable experience in financial planning
  • Participation in company events and training sessions

About Us:

Valeo Financial Advisors LLC is one of the largest RIA firms in the Midwest, with over $7 billion in assets under management. We provide independent financial advice to our clients with a simple and transparent fee structure. Our team of 70+ credentialed advisors is committed to empowering the next generation of financial professionals.



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