Summer 2026 : Financial Planning Internship

Job Description

Job Description

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financial advice to our clients with one simple transparent fee. Based in central Indiana, we are committed to empowering the next generation and revolutionizing the financial services industry. Valeo provides competitive benefits including unlimited PTO, 401(k) with company match, and health coverage.

Position Overview :

We are seeking a motivated and detail-oriented Intern to join our financial advisory team. The Intern will support advisors in delivering exceptional client service through research, reporting, and administrative support. This role is ideal for students interested in financial planning, investment management, and wealth advisory services.

During your paid internship, you will receive firsthand experience in comprehensive financial planning by assisting a team of Certified Financial Planner® advisors who work with a limited number of clients.

This internship requires in-person office attendance at our Carmel, IN headquarters.

Duties and Responsibilities :

• Prepare reports for regular analysis of clients’ investments, risk management, cash flow, taxes, and estate planning.
• Support advisors with follow-up items and documentation from client meetings.
• Review client financials throughout the year to help identify opportunities to maximize deductions and credits, reduce tax liabilities, and improve credit management.
• Assist with administrative tasks including record entry, database maintenance, and document scanning / filing.
• Conduct industry and product research to support client recommendations and planning strategies.
• Create client-facing materials such as presentations, proposals, and educational resources.
• Help monitor market trends, economic news, and policy changes that may impact client portfolios.
• Participate in team meetings, workshops, and training sessions to expand industry knowledge.
• Shadow client meetings (when appropriate) to gain exposure to advisor-client interactions.
• Support marketing and business development initiatives such as newsletters, client events, or social media content.
• Collaborate with team members on special projects and research assignments.

Requirements :

What You Will Gain :

Valeo is an Equal Opportunity Employer. Valeo does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business need.