Wealth Management Intern: Hands-On Finance & Client Service

KEATING; Manhattan (KS); On-site; USD 18,000 - 23,000; Full time

Job summary

Keating & Associates, Inc. invites applications for a Wealth Management Intern position based in our Manhattan, KS office.

This internship offers hands-on exposure to financial planning, advisor workflows, and client service in a supportive, learning-focused environment. Work alongside experienced advisors to gain real-world experience in client relationships, preparing materials, and contributing to planning workflows.

Qualifications

• Junior standing or higher, currently pursuing a bachelor’s degree or minor in Financial Planning, Finance, Business, or a related field.
• Strategic sales coursework or related business development experience preferred.

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 assist with educational financial planning discussions under supervision.
• Assist advisor teams with preparing client reporting materials and conducting market and financial planning research.
• Assist with audits and data analysis projects.
• Collaborate with advisor teams across the organization.
• Build relationships with professionals and community connections.
• Recommend process improvements and operational efficiencies.
• Adapt quickly to changing priorities and client needs.
• Contribute ideas, tools, and solutions to improve outcomes.

Skills

Attention to detail

Communication skills

Initiative

Teamwork

Professionalism

Education

Bachelor’s degree or progress in Financial Planning/Finance/Business

Job description

Keating & Associates, Inc. invites applications for a Wealth Management Intern position based in our Manhattan, KS office.

This internship offers hands-on exposure to financial planning, advisor workflows, and client service in a supportive, learning-focused environment. Work alongside experienced advisors to gain real-world experience in client relationships, preparing materials, and contributing to planning workflows.