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VLP Career Opportunities

Current Open Positions

We Believe in These Core Values and Hire to These Principles

Click Below To Learn More About Our Core Values

Our Core Values

Financial Planning Internship Program

Introduction:

We take pride in our Financial Planning Internship Program, a transformative initiative running successfully since 2006. As of July 2023, we've welcomed our 17th intern, further solidifying our commitment to the next generation of financial planners. Our program provides aspiring financial professionals with hands-on experience and comprehensive training, ultimately preparing them for a successful career.

Our Commitment to the Future:

We are passionate about supporting emerging talent in the world of financial planning. Our program provides interns with a strong skill set and hands-on knowledge laying the groundwork for essential subjects covered on the CFP exam.

Internship Experience:

Our program provides a comprehensive learning experience; immersing candidates in the daily life of a financial planner. Interns work closely with our Client Service Managers, Portfolio Managers, Investment team, and Financial Advisors actively participating in various financial planning aspects.

  • From Data to Plans: Learn the intricacies of creating financial plans and investment portfolios; from gathering data and conducting analyses to recommendation and plan implementation.
  • Administrative Proficiency: Build administrative skills, recognizing their pivotal role in a financial planner's toolkit.
  • Technology Integration: Introduction to state-of-the-art financial planning and investment software, providing valuable exposure to cutting-edge industry tools.

Benefits of Participation:

Our program offers numerous advantages, including:

  • Practical Application: Opportunity to apply classroom knowledge to real-world scenarios, sharpening your skills and gaining invaluable experience.
  • Industry Insights: Through on-the-job training, gain proficiency in financial planning industry-standards and investment software, including Morningstar, Holistiplan, Money Guide Pro, RedTail, and Tamarac.
  • Mentorship: Benefit from mentorship by seasoned professionals, receive guidance and insights that are instrumental to career growth.
  • Resume Enhancement: Graduating from our program equips interns with a strong resume foundation, setting them up for success in the profession.

Post-Graduation Path:

Upon completing the program, each intern "graduates" with exceptional experience, prepared to embark on a financial planning career and well-prepared to explore opportunities.

Ready to Join Our Team?

If you are interested in joining our team and contributing, we invite you to submit your information for future consideration. Click the "Contact" button in the top right corner to connect, or click on the "Current Open Positions" at the top of the page to explore our current open positions. We look forward to exploring the possibilities of working together.

Our Approach

At VLP we believe in partnering with you to take a holistic approach to financial management, aligning your investment and financial decisions with your values.

Our Approach

Our Team

All of our Advisors are Certified Financial Planner™ (CFP®) practitioners and are committed to helping you live greater through our holistic financial services.

Meet the Team

Contact Us

Contact us today to learn more about the VLP Live Greater Partnership™ and how we can help you live your best life at every life stage.

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