Financial Planning and Analysis Internship

1 week ago


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

Financial Planning and Analysis Internship

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

Key Responsibilities

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

Requirements

  • Ability to work effectively as part of a team.
  • Strong communication and analytical skills.
  • Advanced knowledge of Microsoft Excel and other Microsoft Office products.
  • Intermediate industry knowledge is preferred.
  • Active interest in the CFP designation is preferred.

About Valeo Financial Advisors LLC

Valeo Financial Advisors LLC is a leading RIA firm 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.

Equal Opportunity Employer

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.



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