Summer Internship, Wealth Management

Posted 3 Days Ago
Be an Early Applicant
Austin, TX, USA
In-Office
Internship
Financial Services
The Role
Summer interns support projects across client service, compliance, operations, product and data, finance, HR, marketing, legal, technology, and investment management. Interns gain exposure to wealth management, financial services, market insights, technology platforms, and advisor support while collaborating with assigned teams and contributing to defined business goals.
Summary Generated by Built In

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients

Lead with Purpose. Partner with Impact.

 

Do you want to get a preview of your career? Are you looking to get real-world experience in a fast-paced, growing organization? Do you want to be part of a collaborative environment? Are you excited to make an impact this summer?

Join the dynamic team at Kestra! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that offers exceptional scale and efficiency combined with its personalized consulting services. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.  

Our '27 summer interns will impact on our company, teams, and advisors in many areas of our business units and functions. They will be part of a cohort of smart, ambitious, and curious contributors. Our internship program will run from the beginning of June through the end of July 2027. The '27 summer internship will be in our corporate office in Austin, TX, and in many of our member firms nationwide. Based on background and major, interns will be assigned to one of the following groups:

 

Kestra Groups:

  • Client Service
  • Compliance
  • Operations
  • Product/Data
  • Finance
  • Human Resources
  • Marketing
  • Legal
  • Technology
  • Investment Management

Our interns will work on key projects with specific goals and activities outlined by the leaders with whom they’ll work in their assigned groups. They will gain a more profound knowledge and understanding of the financial services industry, market insights and outlook, technology platforms, and how we provide services and support to our firms. 

Our internship program is open to students from all backgrounds, and we strongly encourage those passionate about wealth management to apply. We are committed to creating a diverse and inclusive workplace and welcome applicants from all walks of life.

 

What You Bring:

  • Minimum 3.0 GPA
  • Preference, Undergraduate Juniors and Seniors
  • AI Completed Course, Preferred
  • Microsoft Office suite: Should understand basic Excel, PowerPoint, and Word functions
  • Highly motivated and driven individual
  • Demonstrated ability to work well with teams
  • Strong time-management capabilities
  • Analytical and problem-solving individual with the ability to understand and interpret numeric
  •  data
  • Strong interpersonal skills and an interest in working in a client-service-oriented environment
  • Basic knowledge and/or a keen interest in finance and a strong desire to gain further understanding of the wealth management business

 

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

Skills Required

  • Minimum 3.0 GPA
  • Undergraduate student, preferably a junior or senior
  • Completed an AI course
  • Basic proficiency with Microsoft Office, including Excel, PowerPoint, and Word
  • Highly motivated and driven
  • Ability to work effectively in teams
  • Strong time-management skills
  • Analytical and problem-solving ability, including interpreting numeric data
  • Strong interpersonal skills and interest in client service
  • Basic finance knowledge or strong interest in finance and wealth management
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The Company
HQ: Austin, TX
331 Employees

What We Do

Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. Meet Kestra at KestraFinancial.com. Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/. Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.

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