Summer 2027 Retirement Plans & Wealth Management Intern

SHEPHERD FINANCIAL•Carmel, IN

7d•Onsite

About The Position

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.

Requirements

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)

Nice To Haves

Prior experience working in an office setting is preferred
Prior internship and/or relevant financial experience preferred

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.
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.
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.
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.