Summer Internship, Private Wealth Services

Kestra Investment Management; Austin (TX); On-site; USD 25,000 - 39,000; Full time

Job summary

Kestra Investment Management, LLC in Austin, TX offers a dynamic summer internship designed to expose undergraduates to wealth management and financial services. Interns will be assigned to one of Kestra Groups and work on meaningful projects alongside experienced professionals.

Open to students with a minimum 3.0 GPA, preferred for juniors/seniors, with basic Excel/PowerPoint skills and an interest in finance.

Qualifications

• In-progress undergraduate studies with a minimum 3.0 GPA (or equivalent).
• Preference for juniors and seniors pursuing finance, business, or related fields.
• AI course completed is preferred.
• Proficiency with Microsoft Excel, PowerPoint, and Word.
• Demonstrated teamwork, motivation, and strong time management.

Responsibilities

• Join one of Kestra's groups (Client Service, Compliance, Operations, Product/Data, Finance, HR, Marketing, Legal, Technology, Investment Management) and work on key projects.
• Gain knowledge of financial services, market insights, and technology platforms to support advisors and clients.
• Collaborate with leaders and teams to deliver contributions during the internship period.

Skills

Analytical skills

Team player

Time management

Finance interest

AI course completed

Education

Undergraduate student

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?

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

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.