Financial Planning Intern Winter

To gain insight into the professional working environment of a wealth management firm and develop a deeper understanding of the comprehensive financial planning process.

To create a positive learning environment that is mutually beneficial to both the intern and the firm and to observe the performance of potential new employees.

• Create letters outlining important tax information to share with clients and their preparers
• Input client data into client relationship management and financial planning software
• Prepare reports for, attend, and send follow-up for client review meetings
• Write 1-2 industry-related articles to be published on firm’s blog
• Help with other tasks as required by financial planning team
• Currently enrolled in a CFP ® program at a college or university
  , with completion of at least 2-3 financial planning courses
• Completion of sophomore year of college
• Resides in or ability to commute to Indianapolis for duration of internship
• Has reliable transportation to and from office
• Intern will sign a confidentiality agreement
• Intern will agree to operate under values and ethics of the firm

• Paid internship
• 2026 part-time internship available (fall semester)

Please Note: This is a financial planning internship, not an investment management internship.