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Valeo Financial Advisors LLC · 4 months ago

Summer 2026: Financial Planning Internship - Richmond

Richmond, VA

Internship

Onsite

Intern

Start in 2026 Summer

Valeo Financial Advisors LLC is one of the largest RIA firms in the Midwest, and they are seeking a motivated and detail-oriented Intern to join their financial advisory team. The Intern will support advisors in delivering exceptional client service through research, reporting, and administrative support, gaining firsthand experience in comprehensive financial planning.

ConsultingFinancial Services

Growth Opportunities

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

Qualification

Financial PlanningAnalytical SkillsMicrosoft Office SuiteCommunication SkillsTeam CollaborationClient ServiceInterest in CFP®Problem-Solving SkillsAttention to Detail

Required

Currently pursuing or a degree in Finance, Accounting, Economics, Business, or a related field

Strong analytical and problem-solving skills with attention to detail

Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and ability to learn financial planning software

Excellent written and verbal communication skills

Ability to manage multiple priorities and work effectively in a team environment

Commitment to professionalism, integrity, and client service

Preferred

Active interest in obtaining the Certified Financial Planner (CFP®) designation

Benefits

Unlimited PTO

401(k) with company match

Health coverage

Company

Valeo Financial Advisors LLC

Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times.

Founded in 2003