Private Wealth Advisors Intern - Summer 2027

IMA Financial Group; Wichita (KS); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Paid holidays

LifeBalance PTO

Stock Purchase

401(k)

Job summary

IMA Financial Group in Wichita, KS seeks a Wealth Management Intern for Summer 2027 to gain hands-on exposure to comprehensive financial planning. You will support planners, prepare materials, and participate in client meetings under guidance, developing skills across investments, retirement, tax, and estate planning.

Ideal candidates are pursuing relevant degrees, with strong communication, curiosity, and a collaborative mindset.

Qualifications

• Currently pursuing an undergraduate or graduate degree in a related field.
• Anticipated graduation Spring 2027, December 2027, or Spring 2028.
• Interest in wealth management and planning; CFP is a plus.
• Prior work or internship in professional services; MoneyGuide helpful but not required.
• Experience with Microsoft Office (Excel, PowerPoint, Outlook).
• Strong communication, detail orientation, and information organization.
• Collaborative, professional approach and confidentiality handling.
• Curiosity, willingness to learn, and commitment to development.
• Entrepreneurial mindset with initiative and creative problem solving.

Responsibilities

• Gather, organize, and enter client data into planning tools.
• Assist in preparing plans and reviewing scenarios with guidance.
• Observe/participate in client meetings; prepare notes and follow-up.
• Support tracking items and coordinating planning tasks.
• Organize/summarize client tax returns and estate docs.
• Research planning topics and develop client education materials.
• Build foundational knowledge across investments, retirement, tax, estate planning.
• Assist with department projects and daily admin tasks.

Skills

Strong written and verbal comms

Attention to detail

Collaborative, professional approach

Curiosity and willingness to learn

Entrepreneurial spirit

Education

Undergrad or grad degree in financial planning or related field

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

Private Wealth Advisors Intern - Summer 2027

Interns at IMA are a big deal! We understand how significant your decision on where to spend an internship is and what a positive experience can do to catapult your career. The best experiences provide true immersion in a company’s culture, access to and networking with senior leaders and industry experts, opportunities to apply what you learn through real work that drives real results, and a fun and engaging cohort to share the experience with!

With this in mind, we’ve crafted our program to allow you to engage directly in our values-driven culture through company, department, and cohort events, all while being challenged with a blend of learning programs, informative networking sessions with IMA associates, and opportunities to engage in department-specific work projects that have real-world impact for our clients, our business, and our associates.

As an intern, your time will be divided between a core program shared with the entire cohort and specialized work, projects, and programming tailored to the department you join.

The IMA Private Wealth team is excited to welcome a Wealth Management Intern to our 2027 summer program! You’ll work alongside financial planners and advisors, gain hands‑on exposure to comprehensive financial planning, and help prepare materials that support our clients’ financial goals. Through guided projects and participation in the planning process, you’ll build practical knowledge across investments, retirement, tax, and estate planning.

Daily responsibilities will include:

• Support financial planners and advisors by gathering, organizing, and entering client information into financial planning tools.
• Assist with preparing financial plans and reviewing planning scenarios under the guidance of experienced team members.
• Observe and participate in client meetings, as appropriate, and assist with meeting preparation, notes, and follow‑up.
• Support advisors and planners in tracking action items and coordinating planning‑related implementation tasks.
• Assist with organizing and summarizing information from client tax returns and estate planning documents under team supervision.
• Research financial planning topics and industry developments to support team projects and client education materials.
• Build foundational knowledge of investments, retirement, tax, and estate planning through hands‑on assignments and team learning opportunities.
• Assist with department projects and daily administrative tasks that support the team’s workflow and client service.

We’re proud of the success many of our former interns have had when they’ve pursued careers as IMA associates after graduation and see our internship program as a key talent pipeline. Because of this, preference is given to students closer to graduation who demonstrate curiosity about future employment in wealth management and financial planning.

You Should Have:

• Currently pursuing an undergraduate or graduate degree in financial planning, finance, accounting, economics, business, or a related field.
• An anticipated graduation date in Spring 2027, December 2027, or Spring 2028.
• A genuine interest in wealth management and financial planning; related coursework, or interest in pursuing CFP® certification is a plus.
• Previous work or internship experience in professional services or a similar environment is a plus. Familiarity with MoneyGuide is helpful but not required.
• Experience with Microsoft Office, including Excel, PowerPoint, and Outlook.
• Strong written and verbal communication skills, attention to detail, and the ability to organize information accurately.
• A collaborative, professional approach and sound judgment when handling confidential client information.
• Curiosity, a willingness to ask questions and receive feedback, and a commitment to learning and professional development.
• An entrepreneurial spirit with the ability to solve problems, think critically, take initiative, and contribute creative solutions.

This internship is designed as a learning and development opportunity and does not include participation in the medical, dental, and vision insurance, and any other benefits program that are provided solely to regular full‑time associates. You will, however, enjoy IMA paid holidays and five days of LifeBalance PTO during your internship. The LifeBalance PTO is inclusive of vacation, sick time or personal time.

Compensation:

This position is classified as nonexempt and is paid on an hourly basis. The hourly pay range for IMA interns is 18.00 to 22.00 dollars and is determined by your expected graduating year. You will be paid for all hours worked and will be eligible for overtime in accordance with federal and state wage and hour laws.

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Places to Work

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Company Culture

Change makers. Employee owners.

We’re hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.

See what it feels like to be supported by IMA on your career journey.