Financial Planning Internship - Summer of 2027

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South Barrington, IL

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Financial Advisory

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During your internship, you will gain in-depth insight into the world of financial planning and asset management. Working alongside our staff, you will learn how to interact with clients while witnessing how all our departments work together to create a successful financial advisory experience for our clients.

What will I do at VFA?

Job Responsibilities include but are not limited to

• > Assisting advisors in client meetings
• > Helping advisors rebalance client investment portfolios
• > Researching various client financial planning issues and presenting findings to advisors
• > Conducting stock, ETF, and mutual fund research and analyses
• > Researching and creating financial illustrations and presentations to be used internally in client/business meetings
• > Researching industry software and conducting cost analysis research
• > Working with our technicians to collect data to create/improve forms, reports, and processes for Advisor-Client meetings
• > Helping construct financial strategy recommendations in concert with advisors and technicians
• What benefits will VFA provide you?
• > Exposure to real world Client-Advisor meetings and the financial planning process including client acquisition and financial marketing
• > Opportunity to learn directly from CFP® designated advisors who have been in the industry for 35+ years
• > Direct and consistent interaction with the firm’s president
• > In-person collaboration with other interns, staff members, and advisors
• > Opportunity to develop lifelong personal connections with fellow interns, staff members and advisors
• > Development of your presentation, marketing, time management, communication, and goal setting skills
• > Summer Reading Program – Led by VFA’s President, you will read wealth building books and discuss how these concepts will impact your personal finances followed by discussions about personal development and goal setting habits
• > Possible opportunity for full-time employment after graduation
• **** Button to apply is located above the map widget in the top right of this page******

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