Summer 2027 Retirement Plans & Wealth Management Intern

Shepherd Financial, LLC; Carmel (IN); On-site; USD 2,480,000 - 3,031,000; Part time

Job summary

Shepherd Financial, LLC in Carmel, IN, is offering a summer internship to gain hands-on exposure to wealth management and retirement plan advisory services. You will work under mentors to build skills through real projects and valuable mentorship.

You will shadow retirement and wealth management teams, assist with enrollment sessions, planning tools, and client meetings, and contribute to a high-quality client experience.

Qualifications

• Pursuing a Bachelor’s degree in Finance with interest in financial services and/or wealth management or retirement planning.
• Excellent active listening skills.
• Strong organizational, analytical, and problem-solving skills.

Responsibilities

• Gain hands-on exposure to wealth management and retirement plan advisory services.
• Shadow and support retirement team members during client interactions and internal processes.
• Assist in enrollment sessions, financial wellness workshops and education sessions, and committee meetings.
• Observe how team members manage client accounts and address client needs.
• Shadow wealth management team members during client meetings and planning discussions.
• Learn to utilize financial planning tools to add value and help retain client relationships.
• Provide support for account administration and maintenance under team guidance.
• Support the team in delivering a high-quality client experience.

Skills

Active listening

Organizational skills

Analytical skills

Problem solving

MS Office

Education

Bachelor’s degree in Finance (pursuing)

Tools

MS Office

Job description

NOTE: Application review & phone screening for this internship will not begin until late October 2026.

About Shepherd Financial

Shepherd Financial is an independent, privately held financial advisory firm headquartered in Carmel, Indiana. We advise on employer-sponsored retirement plans and household wealth. For organizations, we design and manage retirement plans that help ease administrative burden and seek to produce stronger outcomes for their people. For individuals and families, we manage every part of their financial life. Our mission is to deliver financial guidance that brings clarity and confidence to every family and organization we serve. While we are proud of the work we do, that work is only possible because of the team behind it. Every Shepherd Financial team member is invested in the well-being of others, offering support and assistance in any way possible.

Our Core Values

• Integrity: Earn trust through actions
• Service: Create exceptional experiences
• Quality: Precision in every detail
• Innovation: Keep raising the bar
• Empathy: Listen first, advise second
• Growth: Always look for a better way

Internship Location, Availability, and Hours

• This internship runs Monday, June 7, through Wednesday, August 11, 2027.
• Internship hours are M-Th, 8:00 AM-4:00 PM out of our office in Carmel, IN with a one-hour lunch break.
• Interns will not work the week of the Independence Day holiday (July 5-9, 2027).

Core Responsibilities

As an intern, you will gain hands‑on exposure to both wealth management and retirement plan advisory services. Beyond shadowing our experienced team, you will take on real projects designed to build your skills and deepen your understanding of the business. This is a learning-focused internship built around three goals: learn everything you can from the work and our team, grow by gaining new skills and knowledge, and contribute to work that genuinely matters. You will be supported throughout by dedicated mentors and regular one‑on‑one check‑ins.

Retirement Team Responsibilities

• Shadow and support retirement team members during client interactions and internal processes.
• Assist team members in preparing for client meetings, including enrollment sessions, financial wellness workshops and education sessions, and committee meetings.
• Observe how team members manage client accounts, address client needs, and proactively solve day‑to‑day concerns.

Wealth Management Team Responsibilities

• Shadow wealth management team members during client meetings, including retirement readiness sessions and individual financial planning discussions.
• Learn how to utilize financial planning tools to add value for clients, identify additional opportunities, and help retain client relationships.
• Provide support for account administration and maintenance under team guidance.

General Responsibilities

• Learn to implement resources and technology effectively to assist team members in resolving client concerns.
• Support the team in maintaining a consistent, high‑quality client experience.
• Contribute to projects that aim to strengthen client relationships and promote brand visibility in the marketplace.
• Gain exposure to insurance roles and offerings in partnership with our sister company, Shepherd Insurance.

Signature Projects & Development

Our Internship Is Intentionally Learning-focused, With Development Opportunities And Mentorship Built In Throughout The Summer. In Addition To Day‑to‑day Exposure, You Will

• Build presentation and public speaking skills through dedicated coaching, culminating in a 401(k) Enrollment Presentation delivered to our Retirement Team.
• Create a mock financial plan using our planning software and present your recommendations to our Wealth Management team in a plan delivery meeting.
• Get to know the firm by meeting one‑on‑one with team members across departments to learn about their roles, career paths, and the business.
• Manage a simulated investment portfolio, keeping a research‑backed investment journal throughout the summer.
• Complete a competitive analysis of the market and deliver a capstone presentation to company leadership on what sets Shepherd Financial apart.
• Set development goals and reflect on your growth throughout the program with regular feedback and support

What We Look For

• Pursuing a Bachelor’s degree in Finance with a specific interest in financial services and/or wealth management or retirement planning
• Anticipated graduation date of December 2027 or Summer 2028
• Excellent active listening skills
• Strong organizational, analytical, and problem‑solving skills
• Demonstrates a high level of professionalism and a positive attitude with clients and internal team members
• Curious, engaged, and proactive; someone who comes prepared, asks questions, and follows through
• Proficient in MS Office (Outlook, Word, Teams, PowerPoint, and Excel)
• Prior experience working in an office setting is preferred
• Prior internship and/or relevant financial experience preferred

Compensation

This internship pays $20/hour.