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Wealth Management Intern — Hands-On, Mentored

Job in Carmel, Hamilton County, Indiana, 46033, USA
Listing for: Shepherd Financial, LLC
Seasonal/Temporary, Apprenticeship/Internship position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
Position: Wealth Management Intern — Hands-On, Mentored Experience

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.

The Wealth Management Intern — Hands-On, Mentored Experience role at Shepherd Financial, LLC is now open for applications in Carmel, IN, United States.

Join Shepherd Financial, LLC and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Wealth Management Intern — Hands-On, Mentored Experience role at Shepherd Financial, LLC, based in Carmel, IN, United States.

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