Summer Internship, Private Wealth Services

Kestra Financial, Inc.; Austin (TX); On-site; USD 25,000 - 33,000; Full time

Job summary

Kestra Financial invites interns to join our summer program in our Austin headquarters, with roles across our nationwide member firms. The 2027 internship cohort will place interns into groups including Client Service, Compliance, Operations, Product/Data, Finance, Human Resources, Marketing, Legal, Technology and Investment Management.

Interns will work on key projects with group leaders, gaining deeper knowledge of the financial services industry, market insights, technology platforms, and how

Qualifications

• Minimum 3.0 GPA required.
• Enrolled as an undergraduate junior or senior.
• Familiarity with AI course preferred.
• Proficient in Microsoft Office (Excel, PowerPoint, Word).
• Strong teamwork and time-management skills.
• Interest in wealth management and finance.

Skills

Teamwork

Time management

Analytical skills

Interpersonal skills

Finance interest

Motivation

GPA awareness

Education

Undergraduate student (Junior or Senior)

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