Wealth Management Intern: Hands-On Client Service

Keating & Associates, Inc.; Manhattan (KS); On-site; USD 17,000 - 24,000; Full time

Job summary

Keating & Associates, Inc. in Manhattan, KS seeks a Wealth Management Intern to gain hands-on experience in financial advising while supporting advisor teams, client relationships, and planning workflows. The program provides practical exposure to financial planning and client service under supervision.

Ideal candidates are proactive, communicate confidently, and thrive in varied, performance-driven environments. High-performing interns may be considered for future opportunities within the firm.

Qualifications

• Junior standing or higher pursuing a related bachelor's degree.
• Strategic sales coursework or related business development experience preferred.
• Strong organization and communication skills are required.

Responsibilities

• Support advisors with client meeting preparation and follow-up.
• Gather and organize client financial information and documentation.
• Assist with building and updating financial plans in planning software.
• Prepare presentation materials and client-facing deliverables.
• Participate in mock client meetings and education-focused planning discussions.
• Assist with audits and data analysis projects.
• Collaborate with advisor teams across the organization.
• Build relationships with professionals and community connections.

Skills

Attention to detail

Communication

Teamwork

MS Office proficiency

Financial planning knowledge

Education

Junior standing or higher pursuing bachelor’s degree in Financial Planning/Finance/Business

Strategic sales coursework or related business development experience preferred

Tools

Excel

PowerPoint

Word

Job description

Keating & Associates, Inc. in Manhattan, KS seeks a Wealth Management Intern to gain hands-on experience in financial advising while supporting advisor teams, client relationships, and planning workflows. The program provides practical exposure to financial planning and client service under supervision.

Ideal candidates are proactive, communicate confidently, and thrive in varied, performance-driven environments. High-performing interns may be considered for future opportunities within the firm.