Financial Planning Intern in Leawood, Kansas

Jambalaya Group; Overland Park (KS); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

In-Office

Paid internship

Job summary

Respective Wealth, a private wealth advisory practice of Ameriprise Financial Services, seeks a motivated Financial Planning Intern for the summer in Overland Park, KS. This hands-on role offers exposure to client meetings, the financial planning process, and real client work under experienced advisors.

The internship aims to identify and develop future talent, with potential for full-time opportunities after graduation and progression toward an Advisor role.

Qualifications

• Pursuing a bachelor’s degree in Finance, Financial Planning, or a related field and entering your senior year.
• Genuine interest in building a long-term career in financial services and wealth management.
• Strong written and verbal communication skills.
• Professional, friendly, and personable communication style.
• Strong interpersonal and relationship-building skills.
• Highly organized with excellent attention to detail and accuracy.
• Strong analytical and independent problem-solving skills.

Responsibilities

• Participate in and observe client meetings to gain exposure to wealth management and client relationships.
• Assist advisors with financial planning and client service needs.
• Support the preparation and organization of client information.
• Update and maintain accurate client information within the CRM.
• Assist with financial planning and practice-related projects.
• Complete special projects designed to provide meaningful exposure to the business.
• Work collaboratively with the team while developing your knowledge of the financial services industry.

Skills

Financial planning

Client relationship

Analytical thinking

Communication

Organization

Education

Bachelor's degree in Finance/Financial Planning

Tools

Microsoft Office

Salesforce

Job description

Financial Planning Internship

Respective Wealth | Overland Park, KS | In-Office

Build Your Career in Wealth Management

Respective Wealth, a private wealth advisory practice of Ameriprise Financial Services, is seeking a motivated Financial Planning Intern to join our team for the summer. This is a hands-on opportunity to gain meaningful experience in financial planning and wealth management while working alongside experienced advisors and professionals.

Our internship is designed for a student who is serious about building a career in the financial services industry. You'll have the opportunity to participate in client meetings, gain exposure to the financial planning process, contribute to real client needs, and work on projects that provide valuable professional experience.

Most importantly, we view this internship as an opportunity to identify and develop future talent. For the right candidate, this internship may lead to a full-time opportunity after graduation, with a career path that can include continued professional development and future growth toward an Advisor role.

What You'll Do

• Participate in and observe client meetings to gain firsthand exposure to wealth management and client relationships
• Assist advisors with financial planning and client service needs
• Support the preparation and organization of client information
• Update and maintain accurate client information within the CRM
• Assist with financial planning and practice-related projects
• Complete special projects designed to provide meaningful exposure to the business
• Work collaboratively with the team while developing your knowledge of the financial services industry

What You'll Gain

This internship is designed to provide more than a summer work experience. You'll gain exposure to:

• The financial planning process and wealth management industry
• Client relationships and professional communication
• Real-world financial planning and client service
• CRM and practice technology
• The day-to-day responsibilities of a wealth management team
• Potential career opportunities following graduation

We are looking for someone who is thinking beyond the summer and interested in where a career in wealth management could take them. Our goal to invest in the right intern as a potential future member of our team.

Equal Opportunity Employer

Respective Wealth is an equal opportunity employer and welcomes applicants from all backgrounds.

Background Check

Employment with Respective Wealth is contingent upon the successful completion of a background check.

What We're Looking For

• Currently pursuing a bachelor’s degree in Finance, Financial Planning, or a related field and entering your senior year
• Genuine interest in building a long-term career in financial services and wealth management
• Strong interest in learning about financial planning and the Advisor profession
• Professional, friendly, and personable communication style
• Strong interpersonal and relationship-building skills
• Highly organized with excellent attention to detail and accuracy
• Strong analytical and independent problem-solving skills
• Ability to manage multiple responsibilities and prioritize effectively
• Strong written and verbal communication skills
• Proficiency with Microsoft Office, including Word, Excel, PowerPoint, and Outlook
• Salesforce experience is a plus
• Strong personal and professional ethics, integrity, and accountability
• Prior professional office experience, particularly within financial services, is preferred

Compensation

$20 per hour | Non-Exempt | In-Office