Client Coordinator
Vermillion Financial Advisors
Financial Planning Internship - Summer of 2027
Vermillion Financial Advisors· Financial Advisory
About this role
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
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Frequently Asked Questions
Is the salary disclosed for the Financial Planning Internship - Summer of 2027 position at Vermillion Financial Advisors?
The salary for this Financial Planning Internship - Summer of 2027 role at Vermillion Financial Advisors is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Financial Planning Internship - Summer of 2027 position at Vermillion Financial Advisors located?
This Financial Planning Internship - Summer of 2027 role at Vermillion Financial Advisors is based in South Barrington, IL. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Financial Planning Internship - Summer of 2027 role at Vermillion Financial Advisors full-time or part-time?
This is listed as a FULL TIME position. It is posted as a Financial Planning Internship - Summer of 2027 role in the Financial Advisory department at Vermillion Financial Advisors.
Which team or department does the Financial Planning Internship - Summer of 2027 at Vermillion Financial Advisors belong to?
This Financial Planning Internship - Summer of 2027 position is part of the Financial Advisory department at Vermillion Financial Advisors. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Financial Planning Internship - Summer of 2027 position at Vermillion Financial Advisors?
Click the "Apply Now" button on this page. You will be redirected to Vermillion Financial Advisors's official application portal hosted on breezy where you can submit your application directly.
When was the Financial Planning Internship - Summer of 2027 job at Vermillion Financial Advisors posted?
This Financial Planning Internship - Summer of 2027 position at Vermillion Financial Advisors was posted on Oct 2, 2026. Apply as soon as possible — early applications are often reviewed first.
Financial Planning Internship - Summer of 2027
Vermillion Financial Advisors
You'll be redirected to Vermillion Financial Advisors's official application page on breezy.