Paid Financial Planning Internship: Wealth Management Prep

Valeo Financial Advisors LLC

Centennial (CO)

On-site

USD 30,000 - 36,000

Part time

14 days+

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Benefits offered by this job

Employee Assistance Program

Job summary

Valeo Financial Advisors LLC invites motivated students for a Summer 2027 Financial Planning Internship in Denver. You will support advisory teams with planning analysis, data gathering, and client meeting prep, gaining exposure to investments, retirement, tax, insurance, and estate planning.

This paid internship emphasizes intellectual curiosity, professional conduct, and collaboration within a team. You will work with CERTIFIED FINANCIAL PLANNER™ professionals to learn best practices and

Qualifications

Pursuing a bachelor’s degree in a related field is required or preferred.
Strong analytical, research, and problem-solving skills with attention to detail.
Clear written and verbal communication skills and ability to summarize information.

Responsibilities

Prepare and update financial planning reports covering cash flow, net worth, investments, retirement, tax, and estate planning.
Gather and validate client financial data and documents.
Support client meeting preparation and follow-up to ensure a thoughtful client experience.
Assist with investment analysis, asset allocation, and performance reporting.
Conduct industry and product research to support recommendations and strategies.
Create client-facing materials and maintain CRM and planning systems.