Financial Planning Intern - Summer 27'
About the Internship
The KEB Wealth Advisors Financial Planning Internship is designed to provide hands-on experience and exposure to the various areas of wealth management while working alongside professionals at all levels of the firm. Throughout the internship, you will develop skills that support a potential career path as a Wealth Advisor, with experience in financial planning, tax planning, trading platforms, client relationship management systems, and client interactions. You will work as part of the KEB Wealth Advisors team, participate in client meetings, and be paired with a mentor throughout the summer. While the internship is based in our Springfield, IL office, you will also have opportunities to interact and collaborate with team members across our other locations.
Exposure to Industry-Specific Software & Technology
- Money Guide Elite
- Orion Advisor Technology for Reporting and Portfolio Accounting
- Salesforce CRM Platform (Customized Overlay from Practifi)
- Box Cloud Based Document Storage
- Nitrogen Risk Assessments and Investment Analysis
- Holistiplan Tax Planning Software
Qualifications
- Enrolled in a Bachelor’s degree program in Finance, Accounting, or a related field.
- Strong analytical and problem-solving skills with attention to detail.
- Excellent verbal and written communication abilities.
- Proficiency in Microsoft Office Suite (Excel, Word, Teams).
- Ability to thrive in a fast-paced, team-oriented environment.
Preferred
- Interest in wealth management and familiarity with financial planning concepts.