Valeo Financial Advisors LLC
Do you possess a strong interest in financial planning (retirement planning, investment allocations, and research), technology (Excel, Access, CRM systems, other databases), economics, and general finance? If so – then clear and proactive communication skills along with attention to detail are a must in this rewarding Financial Planning Internship opportunity.
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 in-person internship in our Carmel, IN office.
Some of the projects for which you will provide support include:
- Preparing reports for regular analysis of clients’ investments, risk management, cash flow, taxes, and estate planning.
- Supporting the advisors with all required follow-up items from client meetings.
- Reviewing client financials throughout the year to maximize deductions and credits, reduce tax liabilities, and manage credit.
- Administrative tasks including record entry, database maintenance, and scanning/filing.
In exchange, you will receive a competitive salary, gain valuable exposure and skills in an RIA firm, and participate in all company events.
Requirements
- Ability to work effectively as part of a team.
- Strong communication skills.
- Strong computer skills, specifically advanced knowledge of Microsoft Excel and other Microsoft Office products.
- Intermediate industry knowledge is preferred.
- Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
- Active interest in the CFP designation is preferred.
Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with approximately $7B in assets under management. We provide comprehensive, independent financial advice to our clients with one, simple transparent fee. Our advisors never sell a product or earn a commission. We are committed to empowering the next generation and have 30 former interns on staff today. Learn from a team of 70+ CFP® | CFA® | CPA | JD | Master’s credentialed advisors.
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 is decided on the basis of qualifications, merit, and business need.
To apply, please visit the following URL:https://www.whatjobs.com/pub_api__cpl__1751127682__5078?utm_campaign=publisher&utm_medium=api&utm_source=5078&geoID=6924→