Goal for Intern:
To gain insight into the professional working environment of a wealth management firm and develop a deeper understanding of the comprehensive financial planning process.
Goal for Firm:
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.
Internship Description
- Research existing client information in document management software
- Input client data into client relationship management and financial planning software
- Prepare reports for client review meetings
- Conduct research and assist with special projects
- Organize client information and scan into document management software
- Write 1-2 industry-related articles to be published on firm’s blog
- Help with other tasks as required by financial planning team
Minimum Position Requirements
- 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
Other Information
- Paid internship
- 2025 full-time internship available (summer)
How to Apply
Applicants should send a copy of their resume and college transcripts to Kate Sullivan, CFP® at ksullivan@bedelfinancial.com.
Please also provide a short written response to the following question: What excites you most about a career in financial planning?
Please Note: This is a financial planning internship, not an investment management internship.