ZipRecruiter

Log In

1

Financial Advising Intern Jobs in Indiana (NOW HIRING)

Korhorn Financial Group Inc

College Intern

Granger, IN · On-site

$13.50 - $18/hr

Responsibilities and Tasks - Daily check-in with small team leader (To be assigned) - Weekly Intern ... financial advisors! By joining our team, you will find that every member of our team is dedicated ...

Freddie Mac

$14.25 - $19.25/hr

... Finance, Risk Management, Technology (including Cyber and Software Development) and more ... Join us to hear directly from our University Talent Advisors about: -Who we are and how we serve ...

Freddie Mac

$14.75 - $19.75/hr

... Finance, Risk Management, Technology (including Cyber and Software Development) and more ... Join us to hear directly from our University Talent Advisors about: -Who we are and how we serve ...

next page

Showing results 1-20

All JobsFinancial Advising Intern JobsFinancial Advising Intern Jobs in Indiana

Financial Advising Intern information

What does a financial advising intern do?

A Financial Advising Intern assists financial advisors by conducting research, preparing client reports, and analyzing financial data. They may help with administrative tasks, participate in client meetings, and learn about investment strategies and financial planning. This role provides hands-on experience in the finance industry, helping interns develop essential skills and understand the day-to-day operations of a financial advisory firm.

What types of projects or tasks can a financial advising intern expect to work on during their internship?

As a Financial Advising Intern, you can expect to assist with preparing client financial reports, conducting market research, and supporting advisors with portfolio analysis. You may also help with administrative tasks, attend client meetings as an observer, and participate in internal training sessions. These responsibilities provide hands-on exposure to the financial planning process and allow you to develop practical skills while working closely with experienced advisors in a collaborative team setting.

What are the key skills and qualifications needed to thrive as a financial advising intern, and why are they important?

To thrive as a Financial Advising Intern, you need a strong understanding of finance principles, analytical skills, and often progress toward a degree in finance, economics, or a related field. Familiarity with financial planning software, Microsoft Excel, and CRM systems is typically required, and pursuing certifications like the Series 7 or CFP may be beneficial. Excellent communication, attention to detail, and a client-focused mindset help interns build trust and effectively support senior advisors. These skills and qualities are vital for accurately assessing client needs, supporting financial planning, and gaining foundational experience in the financial services industry.
What are the most commonly searched types of Financial Advising jobs in Indiana? The most popular types of Financial Advising jobs in Indiana are:
What are popular job titles related to Financial Advising Intern jobs in Indiana? For Financial Advising Intern jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Financial Advising Intern jobs in Indiana look for? The top searched job categories for Financial Advising Intern jobs in Indiana are:
What cities in Indiana are hiring for Financial Advising Intern jobs? Cities in Indiana with the most Financial Advising Intern job openings:
Financial Advising Intern jobs near you

College Intern

Korhorn Financial Group Inc

Granger, IN • On-site

$13.50 - $18/hr

Other

Re-posted 28 days ago

Job description

Do you want a college internship that provides an opportunity for you to help clients develop wise habits of stewardship in pursuit of financial freedom? If you answered yes to this, then this In-Person/In-Office college internship may be for you! PLEASE NOTE THAT THIS IS AN IN-PERSON POSITION AND ALL APPLICANTS MUST BE ABLE TO MEET THE REQUIREMENT OF WORKING IN THE OFFICE.

PLEASE NOTE - We are now accepting resumes for the Fall 2026 Session

Summer Hours: 8:00 AM –5:00 PM, Monday through Friday

Fall Hours: Schedule dependent

Spring Hours: Schedule dependent


Position Mission Statement

Helping students who are passionate about the financial services industry get hands on learning and experience through observing client meetings, participating in case management, and leading special client and company projects so that they can confirm their calling into a career in the financial services industry.

Responsibilities and Tasks

- Daily check-in with small team leader (To be assigned)
- Weekly Intern L10 participation (Identify, discuss, solve)
- Weekly study session participation for current certification (if applicable)
- Weekly book study participation (if applicable)
- Weekly Case Class attendance to assist with note taking and get exposure to financial planning
- Observe and take notes in client meetings
- Work jointly on assigned projects
- Become familiar with applicable essential KFG technology:
  1. Orion
  2. Wealthscape
  3. Fusion
  4. eMoney
  5. UltraTax
  6. QuickBooks
  7. AMS 360

- Additional duties as required

Required Skills and Abilities

- Strong written and verbal communication skills
- Strong computer and typing skills
- Experience in Microsoft Office with a focus on Excel and Word
- Above average math and analytical skills
- Well organized with time, resources, physical office space, and client documents/information, detail oriented, and be able to manage a large workload
- Must be intrinsically motivated and able to work individually with little direction
- Must be a team player and able to collaborate with team members
- Must be coachable, goal oriented, grasp concepts quickly, able to work in a fast-paced environment, embrace change, and have a strong desire to learn and grow in the financial services industry.


Education and Experience

- Pursuing a bachelor's degree

Physical Requirements

- Prolonged periods of sitting at a desk and working on a computer (Standing desks are available)

- May be asked to lift 15 pounds at times



At Korhorn Financial Group, we are in the business to change the world, one financial life at a time. Our team partners with our clients by coming alongside them to educate, listen and offer guidance to improve their financial lives throughout each stage of their journeys.
KFG is a faith-based organization and is looking to add interns to support and grow with our team of dedicated professionals that are educated financial advisors!

By joining our team, you will find that every member of our team is dedicated to living out the values that exemplify how we work together and how we deliver white glove service to our clients. Our commitment to doing the right thing and delivering exceptional service is what makes KFG who we are today. We take pride in our SCHAPE!

S - Spirit

C - Communication

H - Hustle

A - Approach

P - Precision

E - Enhance

Do you have the Spirit to bring energy to the table? Are you a communicator that adds value, even when the message is hard? Do you have hustle, are you bias for action? Are you aware of your approach and the impact it makes on others? Do you have the Precision to put your focus on the right things at the right time and in the right way? Finally, do you want to Enhance yourself and your surroundings to do better and become better? If you connect to these standards of commitment, this team is for you!

If you are a college student who is passionate about finance and teaching others how to be financially healthy, we invite you to apply. Do you want to get started in this profession while having the support and partnership you need to be successful?
KFG will come along side you so you can focus on educating and empowering your clients while developing into an exceptional planner.
We would love the opportunity to speak with you about how we can help you grow and develop in your career and in our profession at Korhorn Financial Group.
Learn more about our company and the opportunity on our website with the link below: https://www.korhorn.com/join-our-team
#financialplanningjob #korhornfinancialgroup #CFP #growth #development#elevatetheprofession#careers #financialplanners #internship