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Financial Planner 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 ... to financial planning - Observe and take notes in client meetings - Work jointly on assigned ...

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Financial Planner Intern information

What are some typical projects or tasks a financial planner intern can expect to work on during their internship?

As a Financial Planner Intern, you can expect to assist with creating and updating financial plans, conducting research on investment options, and preparing client meeting materials. Interns often support senior advisors by gathering and analyzing client data, helping with portfolio reviews, and tracking market trends. You may also have opportunities to sit in on client meetings, collaborate with team members on case studies, and participate in internal training sessions to deepen your industry knowledge.

What are the key skills and qualifications needed to thrive as a financial planner intern?

To thrive as a Financial Planner Intern, you need a basic understanding of financial principles, analytical skills, and progress toward a relevant degree such as finance, economics, or accounting. Familiarity with financial planning software (like eMoney or MoneyGuidePro), Microsoft Excel, and, in some cases, pursuit of certifications such as the CFP is often expected. Strong interpersonal communication, attention to detail, and a client-focused attitude set outstanding interns apart. These skills and qualities are vital for supporting advisors, accurately analyzing client portfolios, and building trust with clients.

What does a financial planner intern do?

A Financial Planner Intern supports experienced financial planners by assisting with research, preparing client reports, and helping to develop financial plans. They may also participate in client meetings, gather and analyze financial data, and learn about investment strategies, budgeting, and retirement planning. This role is designed to provide hands-on experience in the financial planning industry, allowing interns to gain practical knowledge and develop essential skills for a future career as a financial advisor.

What is the difference between Financial Planner Intern vs Financial Advisor?

AspectFinancial Planner InternFinancial Advisor
CredentialsTypically pursuing or holds a degree in finance, economics, or related field; may have certifications like CFP or Series 7 in progressOften holds CFP, Series 7, or other professional certifications
Work EnvironmentInternship setting, often in financial firms or banks, focusing on learning and support tasksClient-facing roles, providing financial advice and planning services
Employer & Industry UsageUsed in training programs, internships, and entry-level positions within financial servicesFull-time professionals working directly with clients in financial planning firms or banks

The main difference is that a Financial Planner Intern is an entry-level trainee gaining experience, while a Financial Advisor is a licensed professional providing financial advice to clients. Interns focus on learning and supporting roles, whereas advisors actively manage client portfolios and offer personalized financial planning services.

What are the most commonly searched types of Financial Planner jobs in Indiana? The most popular types of Financial Planner jobs in Indiana are:
What cities in Indiana are hiring for Financial Planner Intern jobs? Cities in Indiana with the most Financial Planner Intern job openings:
Financial Planner Intern jobs near you

College Intern

Korhorn Financial Group Inc

Granger, IN • On-site

$13.50 - $18/hr

Other

Re-posted 29 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
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