Summer Internship, Investment Management

Kestra Financial; Austin (TX); On-site; USD 21,000 - 34,000; Full time

Job summary

Kestra Financial, Inc. offers a 2027 summer internship program in Austin, TX, inviting students from all backgrounds to join a fast-growing, collaborative environment.

Interns will gain exposure to wealth management, strategic projects, and group work across Client Service, Compliance, Operations, Product/Data, Finance, HR, Marketing, Legal, Technology, and Investment Management within Kestra’s corporate offices and member firms nationwide.

Qualifications

• Minimum 3.0 GPA required.
• Preference for Undergraduates Juniors and Seniors.
• AI Completed Course preferred.
• Microsoft Office should be understood (Excel, PowerPoint, Word).
• Highly motivated and driven individual.
• Demonstrated ability to work well with teams.
• Strong time-management capabilities.
• Analytical and problem-solving with ability to interpret numeric data.
• Strong interpersonal skills and interest in wealth management.

Skills

Team collaboration

Time management

Analytical thinking

Interpersonal skills

Problem solving

Data interpretation

Motivated and driven

Interest in wealth management

Education

GPA 3.0 minimum

Undergraduate Juniors/Seniors

AI Completed Course

Tools

Microsoft Office

Excel

PowerPoint

Word

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