2

Remote Financial Planning Internship Jobs in Colorado

VP, Advanced Planning

Aurora, CO · On-site +1

$118K - $226K/yr

The Advanced Planner leads a comprehensive financial and estate planning engagement leveraging ... The role is remote but does requires residing within commuting distance to an Investor Center or ...

Financial Analyst Lead

Colorado Springs, CO · On-site +1

$127K - $243K/yr

... remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity We are looking for a Financial Analyst Lead with strong FP&A ...

New

Remote (US-based) Industry: VC-backed SaaS Company Size: 20-50 THE ROLE Our client is seeking a ... Drive annual financial planning and rolling forecasts with the executive team. * Provide financial ...

Demand Planning Analyst

Denver, CO · On-site +1

$60K - $80K/yr

Time Type: Full time Remote Type: Job Family Group: Summary: The primary role of the Demand ... chain, finance, or a similar position with a strong focus on analytics (internship or co-op ...

next page

Showing results 1-20

Remote Financial Planning Internship information

What is a remote financial planning internship?

A Remote Financial Planning Internship is a temporary position where interns work virtually to support financial planners or advisors. Interns typically assist with tasks such as researching investment options, preparing client reports, and learning about financial planning strategies. This role allows students or recent graduates to gain hands-on experience in financial services while working from home or another remote location. The internship helps build key skills in finance, client communication, and the use of relevant software. It is an excellent opportunity for those interested in pursuing a career in financial planning or wealth management.

What types of projects and tasks can I expect to work on during a remote financial planning internship?

As a Remote Financial Planning Intern, you’ll typically assist with preparing financial reports, conducting market research, and supporting the analysis of investment portfolios. You may also help develop client presentations, update budgeting spreadsheets, and participate in virtual client meetings alongside experienced planners. Collaboration is common, often involving coordination with other interns and team members via digital tools. This hands-on experience helps you understand industry best practices and prepares you for a future role in financial planning.

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

To thrive as a Remote Financial Planning Intern, you need a solid background in finance or accounting, strong analytical skills, and typically be pursuing or have completed a relevant degree. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), Microsoft Excel, and possibly progress toward certifications like CFP is advantageous. Excellent communication, self-motivation, and time management skills are essential for collaborating with clients and teams remotely. These skills ensure accurate financial analysis, effective virtual teamwork, and the ability to deliver valuable client support in a remote environment.

What is the difference between Remote Financial Planning Internship vs Remote Financial Advisor?

AspectRemote Financial Planning InternshipRemote Financial Advisor
CredentialsTypically pursuing or recent graduate, some certifications like CFP preferredRequires CFP certification or similar credentials
Work EnvironmentInternship setting, often part-time or temporaryFull-time, client-facing role, often independent or within firms
Industry UsageEntry-level position in finance firms, banks, or advisory companiesProfessional advisory role serving clients directly

The main difference is that a Remote Financial Planning Internship is an entry-level, temporary position aimed at gaining experience, often requiring minimal credentials. In contrast, a Remote Financial Advisor is a professional role requiring certifications and involves providing financial advice directly to clients. Internships serve as a stepping stone toward becoming a licensed financial advisor.

What are the most commonly searched types of Remote Financial Planning jobs in Colorado?

The most popular types of Remote Financial Planning jobs in Colorado are:

What job categories do people searching Remote Financial Planning Internship jobs in Colorado look for?

The top searched job categories for Remote Financial Planning Internship jobs in Colorado are:

Infographic showing various Remote Financial Planning Internship job openings in Colorado as of August 2026, with employment types broken down into 50% Internship, and 50% Full Time. Highlights an 100% Remote job distribution.

Financial Planning & Analysis Manager, Global

Vantage Data Centers

Denver, CO • On-site, Remote

$130K - $140K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 days ago


Job description

About Vantage Data Centers


Vantage Data Centers powers, cools, protects and connects the technology of the world's well-known hyperscalers, cloud providers and large enterprises. Developing and operating across North America, EMEA and Asia Pacific, Vantage has evolved data center design in innovative ways to deliver dramatic gains in reliability, efficiency and sustainability in flexible environments that can scale as quickly as the market demands.

Position Overview

This role is based in Denver, CO, USA with flexible work arrangement: 3 days on-site and 2 days remote.

The Financial Planning & Analysis Manager, Global will play a highly visible role in building and scaling Vantage's global financial planning and analysis capabilities. This role is ideal for someone who enjoys connecting business strategy with financial performance, partnering with senior leaders, and turning complex data into clear insights that drive decision-making. The individual will help lead budgeting, forecasting, business performance management, executive reporting, and process improvement across Vantage's global platform as the company continues its rapid growth.

Essential Job Functions

Corporate Budgeting Process

  • Help lead the annual budgeting and forecasting process for global support functions, including planning timelines, templates, assumptions, and financial review materials.

  • Partner with global business leaders to translate strategic priorities, operating plans, and investment needs into a comprehensive financial plan.

Business Segment Partnering

  • Serve as a trusted FP&A partner to global support function leaders, helping them understand performance trends, trade-offs, and opportunities to improve financial outcomes.

  • Own monthly variance analysis across budget, forecast, and actuals; identify risks and opportunities early and work with stakeholders to close gaps.

  • Lead monthly budget-versus-actual discussions with business segment leaders, using financial insights and KPIs to support better business decisions.

  • Collaborate with Accounting and operational finance teams to ensure financial results are accurate, well-supported, and appropriately classified, including accruals and capitalization.

Systems and Processes

  • Work across global finance systems, including Yardi, Workday, and Adaptive Planning, to improve the quality, consistency, and accessibility of financial data.

  • Build scalable reporting processes, data models, and analytical tools that reduce manual work and enable faster, more accurate global consolidation.

Executive Leadership Reporting

  • Prepare executive-ready financial materials, dashboards, and analyses that clearly communicate business performance, risks, and opportunities.

  • Develop insights and recommendations for senior leadership by combining financial analysis, operational KPIs, and business context.

Additional Duties:

  • Perform other duties as assigned by management.

Why This Role Is Exciting

  • High-impact FP&A role with exposure to senior leaders and business partners across Vantage's global platform.

  • Opportunity to help shape the planning, reporting, and analytics infrastructure of a rapidly growing global data center business.

  • Meaningful ownership of financial analysis, executive reporting, and process improvement initiatives that directly influence decision-making.

  • Strong platform for candidates who want to grow in FP&A, strategic finance, corporate finance, or finance leadership roles.

Job Requirements

  • Bachelor's degree in Finance, Economics, Accounting, or a related field required.

  • MBA, CFA, or similar advanced credential preferred.

  • 3-5 years of experience in FP&A, strategic finance, investment banking, consulting, or a related environment.

  • Experience supporting large-scale financial projects and strategic planning initiatives preferred.

  • Strong financial knowledge, forecasting, and scenario analysis skills.

  • Ability to synthesize complex financial concepts and communicate clearly to senior stakeholders.

  • High attention to detail with the ability to manage multiple priorities in a fast-paced environment.

  • Travel required is expected to be up to 5% but may increase over time as the business evolves.

Physical Demands and Special Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to handle, or feel objects; reach with hands and arms; climb stairs; balance; stoop or kneel; talk and hear. The employee must occasionally lift and/or move up to 25 pounds.

Additional Details

  • Salary Range: $130,000-140,000 Base + Bonus (this range is based on Colorado market data and may vary in other locations)

  • This position is eligible for company benefits including but not limited to medical, dental, and vision coverage, life and AD&D, short and long-term disability coverage, paid time off, employee assistance, participation in a 401k program that includes company match, and many other additional voluntary benefits.

  • Compensation for the role will depend on a number of factors, including your qualifications, skills, competencies, and experience and may fall outside of the range shown.

#LI-Hybrid

#LI-CD1

We operate with No Ego and No Arrogance. We work to build each other up and support one another, appreciating each other's strengths and respecting each other's weaknesses. We find joy in our work and each other, actively seeking opportunities to inject fun into what we do. Our hard and efficient work is rewarded with an above market total compensation package. We offer a comprehensive suite of health and welfare, retirement, and paid leave benefits exceeding local expectations.


Throughout the year, the advantage of being part of the Vantage team is evident with an array of benefits, recognition, training and development, and the knowledge that your contribution adds value to the company and our community.

Don't meet all the requirements? Please still apply if you think you are the right person for the position. We are always keen to speak to people who connect with our mission and values.

Vantage Data Centers is an Equal Opportunity Employer

Vantage Data Centers does not accept unsolicited resumes from search firm agencies. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired; such resumes will be deemed the sole property of Vantage Data Centers.

We'll be accepting applications for at least one week from the date this role is posted. If you're interested, we encourage you to apply soon-we're excited to find the right person and will keep the role open until we do!