Financial Planning Internship: Hands-On Wealth Management

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

Benefits offered by this job

Employee Assistance Program

Job summary

Valeo Financial Advisors is seeking a motivated Financial Planning Intern to support the advisory team in delivering comprehensive wealth management. This in-person, paid internship is based in our Denver, CO office and offers exposure to financial planning, investments, retirement, tax, insurance and estate planning.

You will gain hands-on experience, work with CFP professionals, and develop skills in data gathering, client service, and research while collaborating with a friendly, professional

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 problem5 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.

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 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

Excel

Word

PowerPoint

Data analysis

Communication

Teamwork

Education

Bachelor's degree in Financial Planning or related field

Tools

eMoney

Salesforce

CRM software

Portfolio reporting tools

Job description

Valeo Financial Advisors is seeking a motivated Financial Planning Intern to support the advisory team in delivering comprehensive wealth management. This in-person, paid internship is based in our Denver, CO office and offers exposure to financial planning, investments, retirement, tax, insurance and estate planning.

You will gain hands-on experience, work with CFP professionals, and develop skills in data gathering, client service, and research while collaborating with a friendly, professional