Financial Planning Intern: Learn from CFP Pros (Denver)

Valeo Financial Advisors LLC; Denver (CO); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Employee Assistance Program

Job summary

Valeo Financial Advisors LLC in Denver is offering a Summer 2027 Financial Planning Internship to support the advisory team with financial planning analysis, investment research, and client meeting preparation.

This paid internship provides hands-on experience across wealth management, tax planning, estate planning, and CRM data management, with mentorship from CERTIFIED FINANCIAL PLANNER™ professionals and exposure to eMoney, Salesforce, and portfolio reporting tools.

Qualifications

• Currently 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.

Education

Currently pursuing a bachelor’s degree in Financial Planning, Finance, Accounting, Economics, Business, or a related field

Job description

Valeo Financial Advisors LLC in Denver is offering a Summer 2027 Financial Planning Internship to support the advisory team with financial planning analysis, investment research, and client meeting preparation.

This paid internship provides hands-on experience across wealth management, tax planning, estate planning, and CRM data management, with mentorship from CERTIFIED FINANCIAL PLANNER™ professionals and exposure to eMoney, Salesforce, and portfolio reporting tools.