Summer Internship, Advisor Platform Tech Ecosystem

Kestra Financial; Austin (TX); On-site; USD 28,000 - 39,000; Full time

Job summary

Kestra Financial offers a summer internship program in Austin, TX, inviting students from diverse backgrounds to gain real-world experience in a fast-paced, growing organization. Interns will join one of several groups—Client Service, Compliance, Operations, Product/Data, Finance, HR, Marketing, Legal, Technology, or Investment Management—and work on key projects with leaders in their assigned areas.

The program runs from June to July 2027 at the corporate office in Austin and at partner firms

Qualifications

• Minimum 3.0 GPA required.
• Preference for undergraduate juniors and seniors.
• AI course completed preferred.
• Proficient with Microsoft Office (Excel, PowerPoint, Word).
• Highly motivated, team-oriented, strong time management.
• Analytical with numeric data interpretation.
• Strong interpersonal skills for client service.
• Basic finance knowledge and eagerness to learn wealth management.

Skills

Team collaboration

Time management

Analytical thinking

Finance interest

Microsoft Office

Client service mindset

Interpersonal skills

Problem-solving

Education

Minimum GPA 3.0

Undergraduate juniors/seniors preferred

AI course completed

Tools

Microsoft Office

Job description

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