Wealth Management Internship — In-Office, $20/hr

Jambalaya Group; Leawood (KS); On-site; USD 23,000 - 32,000; Full time

Job summary

Respective Wealth, a private wealth advisory practice of Ameriprise Financial Services, seeks a motivated Financial Planning Intern for the summer, in-office in Overland Park, KS. You’ll participate in client meetings, assist advisors, and gain hands-on experience across the financial planning process.

This paid internship offers exposure to client relationships, CRM tools, and real-world wealth management tasks, with potential for full-time opportunities after graduation.

Qualifications

• Currently pursuing a bachelor's degree in Finance, Financial Planning, or related field and entering your senior year.
• Genuine interest in building a long-term career in financial services and wealth management.
• Strong interpersonal and communication skills, with attention to detail.

Responsibilities

• Participate in and observe client meetings to gain exposure to wealth management and client relationships.
• Assist advisors with financial planning and client service needs.
• Support preparation and organization of client information.
• Update and maintain accurate client information within the CRM.
• Assist with financial planning and practice-related projects.
• Complete special projects to provide exposure to the business.

Skills

Finance

Financial Planning

CRM

Client service

Attention to detail

Education

Bachelor's degree in Finance/Financial Planning

Tools

CRM

Microsoft Office

Salesforce

Job description

Respective Wealth, a private wealth advisory practice of Ameriprise Financial Services, seeks a motivated Financial Planning Intern for the summer, in-office in Overland Park, KS. You’ll participate in client meetings, assist advisors, and gain hands-on experience across the financial planning process.

This paid internship offers exposure to client relationships, CRM tools, and real-world wealth management tasks, with potential for full-time opportunities after graduation.