Financial Planning Intern Winter 2026

Bedel Financial; Indianapolis, Northern (IN, KY); Hybrid; USD 2,066,000 - 3,444,000; Part time

Benefits offered by this job

Paid internship

Job summary

Bedel Financial in Indianapolis offers a wealth management internship focused on gaining hands-on experience in financial planning. Interns will support the team by preparing client communications, entering data, and assisting with reporting and blog content.

The role requires current enrollment in a CFP program with 2-3 courses completed, completion of sophomore year, and the ability to commute to the office.

Qualifications

• Currently enrolled in a CFP program with 2-3 financial planning courses completed.

Responsibilities

• Create letters outlining important tax information for clients and preparers.
• Input client data into CRM and financial planning software.
• Prepare reports for client review meetings and attend meetings.
• Write 1-2 industry-related articles for the firm blog.
• Assist with other tasks as required by the financial planning team.

Skills

Data entry

Report writing

Content creation

attention to detail

Education

CFP program enrollment

Sophomore year completed

2-3 financial planning courses

Tools

CRM software

Financial planning software

Job description

To gain insight into the professional working environment of a wealth management firm and develop a deeper understanding of the comprehensive financial planning process.

Goal for Firm

To create a positive learning environment that is mutually beneficial to both the intern and the firm and to observe the performance of potential new employees.

Internship Description

• Create letters outlining important tax information to share with clients and their preparers
• Input client data into client relationship management and financial planning software
• Prepare reports for, attend, and send follow-up for client review meetings
• Write 1-2 industry-related articles to be published on firm’s blog
• Help with other tasks as required by financial planning team
• Currently enrolled in a CFP ® program at a college or university, with completion of at least 2-3 financial planning courses
• Completion of sophomore year of college
• Resides in or ability to commute to Indianapolis for duration of internship
• Has reliable transportation to and from office
• Intern will sign a confidentiality agreement
• Intern will agree to operate under values and ethics of the firm

Other Information

• Paid internship
• 2026 part-time internship available (fall semester)

Please Note: This is a financial planning internship, not an investment management internship.