Wealth Management Internship: Finance & Client Impact

Kestra Investment Management, LLC; 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

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.