Financial Planning Internship

Respective Wealth | Overland Park, KS | In-Office Build Your Career in Wealth Management Respective Wealth, a private wealth advisory practice of Ameriprise Financial Services, is seeking a motivated Financial Planning Intern to join our team for the summer. This is a hands-on opportunity to gain meaningful experience in financial planning and wealth management while working alongside experienced advisors and professionals. Our internship is designed for a student who is serious about building a career in the financial services industry. You'll have the opportunity to participate in client meetings, gain exposure to the financial planning process, contribute to real client needs, and work on projects that provide valuable professional experience. Most importantly, we view this internship as an opportunity to identify and develop future talent. For the right candidate, this internship may lead to a full-time opportunity after graduation, with a career path that can include continued professional development and future growth toward an Advisor role. What You'll Do Participate in and observe client meetings to gain firsthand exposure to wealth management and client relationshipsAssist advisors with financial planning and client service needsSupport the preparation and organization of client informationUpdate and maintain accurate client information within the CRMAssist with financial planning and practice-related projectsComplete special projects designed to provide meaningful exposure to the businessWork collaboratively with the team while developing your knowledge of the financial services industry What You'll Gain This internship is designed to provide more than a summer work experience. You'll gain exposure to: The financial planning process and wealth management industryClient relationships and professional communicationReal-world financial planning and client serviceCRM and practice technologyThe day-to-day responsibilities of a wealth management teamPotential career opportunities following graduation We are looking for someone who is thinking beyond the summer and interested in where a career in wealth management could take them. Our goal is to invest in the right intern as a potential future member of our team. How To Apply Please submit the following for consideration: ResumeCover letter Equal Opportunity Employer Respective Wealth is an equal opportunity employer and welcomes applicants from all backgrounds. Background Check Employment with Respective Wealth is contingent upon the successful completion of a background check. Requirements What We're Looking For Currently pursuing a bachelor's degree in Finance, Financial Planning, or a related field and entering your senior yearGenuine interest in building a long-term career in financial services and wealth managementStrong interest in learning about financial planning and the Advisor professionProfessional, friendly, and personable communication styleStrong interpersonal and relationship-building skillsHighly organized with excellent attention to detail and accuracyStrong analytical and independent problem-solving skillsAbility to manage multiple responsibilities and prioritize effectivelyStrong written and verbal communication skillsProficiency with Microsoft Office, including Word, Excel, PowerPoint, and OutlookSalesforce experience is a plusStrong personal and professional ethics, integrity, and accountabilityPrior professional office experience, particularly within financial services, is preferred Benefits Compensation $20 per hour | Non-Exempt | In-Office