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Remote Wealth Management Internship Jobs in Indiana

Huntington

Wealth Planner

Indianapolis, IN · On-site +1

$51K - $70K/yr

Collaborate closely with internal wealth advisors to support client relationship management and ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Wealth Planner

Indianapolis, IN · On-site +1

$51K - $70K/yr

Collaborate closely with internal wealth advisors to support client relationship management and ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

MBC Talent Connections

Financial Advisor

Fort Wayne, IN · On-site +1

$90K - $120K/yr

Focus on higher-value advisory services Qualifications * 10+ years of wealth management experience ... Remote/hybrid flexibility * Benefits available for W2 employees * Transition and sign-on support

Stratford Davis

Digital Marketer

Indianapolis, IN · Remote

$85K - $120K/yr

... media management (internships count!). * Tools: Familiarity with social scheduling tools (e.g ... Remote (US-based) * Perks: * Flexible work schedule * Opportunities for skill development and paid ...

United Soccer League (USL)

$15 - $19/hr

Remote Overview of the United Soccer League (USL) The United Soccer League (USL) is the heartbeat ... sport management experience in a professional sports league setting. By working on various ...

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Remote Wealth Management Internship information

What are some common challenges faced by interns in a remote wealth management internship, and how can they overcome them?

Remote wealth management interns often face challenges related to communication, collaboration, and learning without in-person interaction. It can be harder to ask spontaneous questions or receive immediate feedback, and building relationships with mentors may require extra effort. To overcome these challenges, interns should proactively schedule regular check-ins, participate actively in virtual meetings, and utilize digital collaboration tools. Staying organized and being proactive about seeking guidance will help interns maximize their learning and connect more effectively with team members.

What is a Remote Wealth Management Internship?

A Remote Wealth Management Internship is a temporary, entry-level position where interns work virtually with financial advisors and wealth management firms. Interns typically assist with tasks such as conducting market research, preparing client reports, analyzing investment portfolios, and learning about financial planning strategies. The remote format allows interns to gain valuable experience in the finance industry without needing to be physically present at the firm's office. This type of internship is ideal for students or recent graduates interested in finance, investments, or client advisory roles. Participants develop relevant skills and build their professional network while working from any location.

What are the key skills and qualifications needed to thrive as a Remote Wealth Management Intern, and why are they important?

To thrive as a Remote Wealth Management Intern, you need a strong understanding of finance, investment principles, and analytical skills, often supported by coursework in finance or economics. Familiarity with financial modeling tools, portfolio management software, and proficiency in spreadsheets like Microsoft Excel are typically required. Strong communication, attention to detail, and the ability to work independently make candidates stand out in this remote role. These skills are crucial for effectively supporting advisors, analyzing client portfolios, and ensuring smooth virtual collaboration.

What is the difference between Remote Wealth Management Internship vs Remote Financial Advisor?

AspectRemote Wealth Management InternshipRemote Financial Advisor
CredentialsTypically pursuing or holding a degree in finance, economics, or related fieldRequires relevant certifications like CFP, CFA, or Series 7 license
Work EnvironmentInternship programs, often part-time or seasonal, with mentorshipFull-time or part-time remote work with client interaction
Industry UsageEntry-level position for gaining industry experienceProfessional role providing financial planning and advice to clients

While a Remote Wealth Management Internship offers hands-on experience and learning opportunities in the finance industry, a Remote Financial Advisor is a licensed professional providing personalized financial services. Internships serve as a stepping stone toward becoming a licensed advisor, who handles client portfolios and financial planning remotely.

What are the most commonly searched types of Remote Wealth Management jobs in Indiana? The most popular types of Remote Wealth Management jobs in Indiana are:
What are popular job titles related to Remote Wealth Management Internship jobs in Indiana? For Remote Wealth Management Internship jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Remote Wealth Management Internship jobs in Indiana look for? The top searched job categories for Remote Wealth Management Internship jobs in Indiana are:
What cities in Indiana are hiring for Remote Wealth Management Internship jobs? Cities in Indiana with the most Remote Wealth Management Internship job openings:
Remote Wealth Management Internship jobs near you
Infographic showing various Remote Wealth Management Internship job openings in Indiana as of July 2026, with employment types broken down into 17% Internship, and 83% Full Time. Highlights an 100% Remote job distribution.

Wealth Planner

Huntington

Indianapolis, IN • On-site, Remote

$51K - $70K/yr

Full-time

Posted 27 days ago

Job description

Description

Summary:
The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies.


Duties And Responsibilities

  • Lead financial planning engagements for clients with a net worth of $1-10M.
  • Conduct thorough discovery conversations to identify client goals, values, and financial objectives.
  • Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies.
  • Collaborate closely with internal wealth advisors to support client relationship management and plan implementation.
  • Provide mentorship, training, and guidance to wealth advisors on financial planning best practices and effective discovery techniques.
  • Ensure all financial plans meet compliance and regulatory requirements and reflect the firm’s planning philosophy.
  • Stay informed of industry trends, tax laws, and planning strategies to provide clients with cutting-edge advice.
  • Perform other duties as assigned.

Basic Qualifications:

  • Bachelor’s degree
  • CFP® designation preferred.
  • Minimum 8 years of experience in financial planning or wealth management.
  • Exceptional interpersonal and communication skills.
  • Strong coaching and presentation abilities.


Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters:  Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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