Summer 2027: Financial Planning Internship - Carmel

Valeo Financial Advisors • Carmel, IN

1d • Onsite

About The Position

Valeo Financial Advisors is seeking a motivated, detail-oriented Financial Planning Intern to support its advisory team in delivering comprehensive wealth management and client service. The intern will contribute to financial planning analysis, investment research, and client meeting preparation. The role is intended for a student interested in financial planning, wealth management, investment management, or financial advisory services, and offers firsthand experience assisting CERTIFIED FINANCIAL PLANNER™ professionals who provide personalized advice across investments, retirement, tax, insurance, and estate planning. This is a paid, in-person internship in the Carmel, Indiana office for Summer 2027.

The intern will gain hands-on exposure to the financial planning process, investment analysis, client service, and advisor workflows. Training includes financial planning software such as eMoney, Salesforce, and portfolio reporting tools, along with mentorship and career guidance from experienced advisors and CFP® professionals.

Requirements

• 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.
• Strong analytical, research, and problem-solving skills, with consistent attention to detail and data accuracy.
• Working knowledge of Microsoft Excel, Word, and PowerPoint.
• 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 and ability to build relationships, collaborate with team members, and communicate effectively with individuals from diverse backgrounds.
• Intellectual curiosity and willingness to learn through feedback, coaching, and hands-on experience.
• Ability to exercise sound judgment, maintain confidentiality, and handle sensitive information with discretion.
• Ability to take initiative, follow through on commitments, and contribute positively to a team-oriented culture.

Nice To Haves

• Coursework or experience related to personal finance, investments, accounting, economics, retirement planning, insurance, or estate planning.
• Experience organizing data, using spreadsheet formulas, or creating presentations.
• Participation in a financial planning or investment club, case competition, student organization, leadership role, volunteer experience, or other activity demonstrating initiative and teamwork.
• Previous internship, customer service, administrative, research, accounting, banking, or financial services experience.
• Familiarity with financial planning software, portfolio reporting tools, CRM systems, or data analysis tools.
• Interest in pursuing the CFP® certification and learning professional conduct, confidentiality, and compliance standards for a client-facing financial services environment.
• Leadership experience through student organizations, athletics, community involvement, or campus activities.
• Experience in customer service, hospitality, retail, coaching, mentoring, or other roles requiring relationship management and communication.
• Evidence of balancing multiple commitments while maintaining strong academic, extracurricular, or professional performance.

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 to help deliver an organized client experience.
• Review client financial information to 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 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 in training and professional development opportunities while demonstrating curiosity, collaboration, and willingness to learn.
• Collaborate with advisors and team members on special projects, process improvements, and business development support.

Benefits

• Paid internship
• Mentorship and career guidance from experienced financial advisors and CERTIFIED FINANCIAL PLANNER™ professionals
• Training on financial planning software, Salesforce, portfolio reporting tools, and advisor workflows
• Professional development opportunities in Excel, research, reporting, presentation development, communication, and client engagement

What This Job Offers

• Job Type: Full-time
• Career Level: Intern