Financial Planning Internship

Jambalaya Group; Leawood (KS); On-site; USD 23,000 - 32,000; Full time

Job summary

Respective Wealth, a private wealth advisory practice of Ameriprise Financial Services, seeks a motivated Financial Planning Intern for the summer, in-office in Overland Park, KS. You’ll participate in client meetings, assist advisors, and gain hands-on experience across the financial planning process.

This paid internship offers exposure to client relationships, CRM tools, and real-world wealth management tasks, with potential for full-time opportunities after graduation.

Qualifications

• Currently pursuing a bachelor's degree in Finance, Financial Planning, or related field and entering your senior year.
• Genuine interest in building a long-term career in financial services and wealth management.
• Strong interpersonal and communication skills, with attention to detail.

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 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 to provide exposure to the business.

Skills

Finance

Financial Planning

CRM

Client service

Attention to detail

Education

Bachelor's degree in Finance/Financial Planning

Tools

CRM

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

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