Fortune Capital Management
Greenwood, IN
Summary description:
This hybrid Financial Planning Intern role offers a hands-on learning experience under a Senior Financial Advisor. The internship focuses on practical application through observation, direct assistance with financial analysis and client materials, and independent study toward CFP certification. It is an excellent opportunity for aspiring financial professionals to gain real-world experience and build a foundational understanding of the industry. Does not provide CFP certification, only working hours that may count towards its experience requirement.
Job description:
As a hybrid Financial Planning Intern, you will gain comprehensive, on-the-job training by working directly with a Senior Financial Advisor. Your responsibilities will include observing client meetings and daily operations, as well as providing hands-on support by completing financial analyses, creating client-facing products, and assisting with administrative tasks. You will also dedicate time to independent study, preparing for CFP certification by focusing on specific financial topics. The ideal candidate is a proactive and detail-oriented individual eager to develop their skills and knowledge in a practical, fast-paced environment.
Position available locally only in Greenwood, IN.
Eligibility factors:
Space Force
Indiana
Typical pay $50K – $164K/yr
Median pay: $88K/yr
What Personal Financial Advisors typically earn in Indiana — from U.S. Bureau of Labor Statistics data (May 2025). It's the going rate for this line of work, not this employer's offer.CareerPCS publishes these benchmarks with explicit limits so they are not mistaken for an employer offer or a prediction.Read the salary methodology
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