Paid Financial Planning Internship with Mentorship

Valeo Financial Advisors LLC; Carmel (IN); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Paid internship

Job summary

Valeo Financial Advisors LLC in Carmel, IN invites a motivated Financial Planning Intern to support the advisory team with comprehensive wealth planning, research, and client meeting prep. This in-person internship offers exposure to investments, retirement, tax, insurance, and estate planning under CERTIFIED FINANCIAL PLANNER™ professionals.

Ideal candidates are pursuing a bachelor's in related fields, demonstrate intellectual curiosity, strong communication, and professionalism, and are eager

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 and net worth.
• Gather, organize, and validate client financial data.
• Support client meeting preparation and follow-up.
• Review client information to identify planning considerations.
• Assist with investment and portfolio analysis and market research.
• Create client-facing materials and presentations.
• Enter data into CRM and planning systems with accuracy.
• Use Excel, Word, and PowerPoint to organize data and communicate findings.
• Participate in training and professional development.
• Collaborate with advisors and team on projects.

Skills

Communication skills

Attention to detail

Teamwork

Analytical thinking

Education

Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, Business, or related field

Tools

Excel

PowerPoint

Word

Job description

Valeo Financial Advisors LLC in Carmel, IN invites a motivated Financial Planning Intern to support the advisory team with comprehensive wealth planning, research, and client meeting prep. This in-person internship offers exposure to investments, retirement, tax, insurance, and estate planning under CERTIFIED FINANCIAL PLANNER™ professionals.

Ideal candidates are pursuing a bachelor's in related fields, demonstrate intellectual curiosity, strong communication, and professionalism, and are eager