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Retirement Planning Assistant

4 weeks ago

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

Valeo Financial Advisors LLC is a leading RIA firm in the Midwest, managing over $7 billion in assets. We are currently seeking a Financial Planning Intern to join our team and contribute to the success of our clients. As an intern, you will have the opportunity to work closely with experienced Certified Financial PlannerTM advisors, assisting with various tasks related to financial planning, investment analysis, and client relationship management.

The ideal candidate should possess strong analytical skills, effective communication abilities, and a basic understanding of financial planning concepts. If you are eager to learn and grow in a dynamic and supportive environment, we invite you to apply for this exciting opportunity.

Key Accountabilities:
  • Preparing detailed reports on client investments, cash flow, and tax optimization.
  • Supporting advisors with client meetings and follow-up tasks.
  • Reviewing client financial statements to identify areas for improvement.


About Us:
Valeo Financial Advisors LLC is a respected provider of comprehensive financial services to individuals and families in the Midwest. Our team of experienced advisors has a proven track record of helping clients achieve their financial goals, and we are committed to maintaining the highest standards of excellence. Apply now and become part of our talented team.