Summer 2026 Intern bei SHEPHERD FINANCIAL

Description

About Shepherd Financial

Shepherd Financial is an independent firm, utilizing a thorough and highly efficient team approach to retirement plan consulting and wealth management. Our mission is helping people and companies thrive through empowered financial solutions. We implement a holistic view of individual wealth management, creating strategies to help our clients grow, protect, and transfer their assets. Our financial wellness programs enable retirement plan participants to prepare and retire on their terms, while our proven process provides consistent engagement, encouragement, and helpful resources to instill confidence and effectively transform financial behavior. Our vision is to grow in a meaningful way, becoming a nationally recognized name as a trusted financial partner and industry leader.

While we are proud of the work we do, it is clearly fueled by the team we have built. It is evident our team structure and environment set us apart in this industry. Each Shepherd Financial team member is invested in the well-being of others, offering support and assistance in any way possible. We genuinely care for one another, and that ultimately extends to every client and participant we serve.

 Our Core Values

• Integrity: We thoughtfully serve our clients and one another with trusted, dedicated, and highly responsive care.
• Service: We regularly and generously share our time, expertise, and money to positively impact the well-being of our clients, community, and one another.
• Empathy: We genuinely value people, honor their unique experiences and capabilities, and create inclusive, collaborative environments.
• Innovation: We are engaged and passionately curious, generating creative and flexible solutions for our clients and team.
• Quality: We provide consistent service and resources, offering unmatched value and accountability to our clients and the financial industry.
• Growth: We intentionally seek opportunities to learn, develop, and flourish, emphasizing individual and team health. 

Internship Location, Availability, and Hours  

• This internship runs Monday, June 8, 2026, through Wednesday, August 12, 2026.
• Internship hours are Monday-Thursday, 8:00 AM-4:00 PM out of our office in Carmel, IN.
• Interns will not work the week of the Independence Day holiday (Monday, June 29 through Friday, July 3). 
• This internship pays $20/hr.

Requirements

Core Responsibilities

As an intern, you will gain hands-on exposure to both wealth management and retirement plan advisory services. Working closely with our experienced team, you will help with and shadow and assist with a variety of tasks and responsibilities that reflect the core functions of our business.

Retirement Team Responsibilities

• Shadow and support retirement team members during client interactions and internal processes.
• Assist team members in preparing for client meetings, including enrollment sessions, financial wellness workshops and education sessions, and committee meetings.
• Observe how team members manage client accounts, address client needs, and proactively solve day-to-day concerns.
• Learn about key compliance issues, such as ERISA guidelines, DOL and IRS audits, vendor platforms, and plan contract transitions.
• Support efforts to promote client retention and enhance client relationships through high-quality service delivery.

Wealth Management Team Responsibilities

• Shadow wealth management team members during client meetings, including retirement readiness sessions and individual financial planning discussions.
• Observe and contribute to the process of identifying potential clients, helping prepare proposals for new business opportunities.
• Learn how to utilize financial planning tools to add value for clients, identify additional opportunities, and help retain relationships.
• Provide support for account administration and maintenance under team guidance, ensuring a seamless client experience.
• Observe how wealth management advisors stay informed of industry developments and offer innovative solutions to enhance client services.

General Responsibilities

• Learn to implement resources and technology effectively to assist team members in resolving client concerns.
• Support the team in maintaining a consistent, high-quality client experience.
• Contribute to projects that aim to strengthen client relationships and promote brand visibility in the marketplace.
• Gain exposure to insurance roles and offerings in partnership with our sister company, Shepherd Insurance. 

What We Look For

• Pursuing a Bachelor’s degree in Finance with a specific interest in financial services and/or wealth management or retirement planning
• Anticipated graduation date of December 2026 or Summer 2027
• Excellent active listening skills
• Strong organizational, analytical, and problem-solving skills
• Demonstrates a high level of professionalism and a positive attitude with clients and internal team members
• Proficient in MS Office (Outlook, Word, Teams, PowerPoint, and Excel)
• Prior experience working in an office setting is preferred
• Prior internship and/or relevant financial experience preferred