Financial Planning Intern: Hands-on Wealth Management

valeofinancial; Carmel (IN); On-site; USD 20,664,000 - 30,307,000; Full time

Job summary

Valeo Financial Advisors is seeking a motivated Financial Planning Intern to support the advisory team in delivering comprehensive wealth management and client service. The in-person internship is based in Carmel, IN and offers hands-on experience across financial planning processes, including data gathering, analysis, and client communication.

You will work with CERTIFIED FINANCIAL PLANNER professionals on investments, retirement, tax, insurance, and estate planning, developing strong

Qualifications

• Pursuing a bachelor's degree in Financial Planning, Finance, Accounting, Economics, Business, or a related field.
• Interest in a career in financial planning, wealth management, investment management, or financial advisory services.
• Coursework or experience related to personal finance, investments, accounting, economics, retirement planning, insurance, or estate planning is helpful.
• Strong analytical, research, and problem-solving skills with consistent attention to detail and data accuracy.
• Working knowledge of Microsoft Excel, Word, and PowerPoint; experience organizing data, using formulas, or creating presentations is helpful.
• Clear written and verbal communication skills, including the ability to summarize information and explain findings.
• Ability to manage multiple priorities, meet deadlines, ask thoughtful questions, and work effectively in a collaborative team environment.
• Demonstrated professionalism, accountability, and attention to detail in academic, work, leadership, athletic, or volunteer environments.
• Strong interpersonal skills with the ability to build relationships, collaborate with team members, and communicate effectively with individuals from diverse backgrounds.
• Intellectual curiosity and a willingness to learn through feedback, coaching, and hands-on experience.
• Ability to exercise sound judgment, maintain confidentiality, and handle sensitive information with discretion.
• Proven ability to take initiative, follow through on commitments, and contribute positively to a team-oriented culture.

Responsibilities

• Prepare and update financial planning reports covering cash flow, net worth, investments, retirement planning, risk management and insurance, tax planning, and estate planning.
• Gather, organize, and validate client financial data, including account statements, tax documents, insurance information, and estate planning documents.
• Support client meeting preparation and follow-up, helping ensure advisors deliver a thoughtful, organized, and exceptional client experience.
• Review client financial information to help identify planning considerations related to tax deductions and credits, cash flow, debt and credit management, insurance coverage, and long-term goals.
• Assist with investment and portfolio analysis, including asset allocation, diversification, performance reporting, and research on investment products and market conditions.
• Conduct industry, economic, and product research to support advisor recommendations and financial planning strategies.
• Create accurate client-facing materials, including presentations, deliverables, reports, and educational resources.
• Enter and maintain information in client relationship management (CRM), financial planning, and reporting systems while following documentation and data accuracy standards.
• Use Microsoft Excel, Word, and PowerPoint to organize data, perform basic analysis, and communicate findings.
• Participate actively in training sessions, and professional development opportunities while demonstrating curiosity, collaboration, and a willingness to learn.
• Collaborate with advisors and team members on special projects, process improvements, and business development support.

Skills

Analytical skills

Communication skills

Team collaboration

Attention to detail

Curiosity to learn

Interpersonal skills

Education

Bachelor's degree in Financial Planning, Finance, Accounting, Economics, Business, or related field

Tools

Excel

Word

PowerPoint

CRM systems

eMoney

Salesforce

Job description

Valeo Financial Advisors is seeking a motivated Financial Planning Intern to support the advisory team in delivering comprehensive wealth management and client service. The in-person internship is based in Carmel, IN and offers hands-on experience across financial planning processes, including data gathering, analysis, and client communication.

You will work with CERTIFIED FINANCIAL PLANNER professionals on investments, retirement, tax, insurance, and estate planning, developing strong