Paid Financial Planning Internship — Richmond, VA

Valeo Financial Advisors LLC; Richmond (VA); On-site; USD 21,000 - 30,000; Part time

Job summary

Valeo Financial Advisors LLC in Richmond, VA is offering a paid Financial Planning Internship to support the advisory team with wealth management and client service. The role involves financial planning analysis, investment research, and meeting preparation, ideal for students pursuing a career in financial planning or advisory services.

You will work with CERTIFIED FINANCIAL PLANNER™ professionals, gain hands-on experience across cash flow, investments, tax planning, estate planning, and client

Qualifications

• Pursuing a bachelor's degree in a related field.
• Interest in financial planning, wealth management, or advisory services.
• Strong analytical, research, and problem-solving skills.
• Proficient with Microsoft Office; data organization and presentation.
• Clear written and verbal communication; ability to summarize information.
• Ability to manage multiple priorities and work in a team.
• Demonstrated professionalism and confidentiality.

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

Analytical thinking

Communication

Team collaboration

Intellectual curiosity

Education

Bachelor's degree candidate in Financial Planning / related field

Tools

Excel

PowerPoint

Salesforce

CRM systems

eMoney

Job description

Valeo Financial Advisors LLC in Richmond, VA is offering a paid Financial Planning Internship to support the advisory team with wealth management and client service. The role involves financial planning analysis, investment research, and meeting preparation, ideal for students pursuing a career in financial planning or advisory services.

You will work with CERTIFIED FINANCIAL PLANNER™ professionals, gain hands-on experience across cash flow, investments, tax planning, estate planning, and client