Internship, Finance
About the role
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. We are dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.
The 2026 internship will be based in our corporate office in Austin, TX, and in many of our member firms nationwide. Based on background and major, interns will be assigned to one of the following groups:
- Client Service
- Compliance
- Operations
- Product/Data
- Finance
- Human Resources
- Marketing
- Legal
- Technology
- Investment Management
Interns will work on key projects with specific goals and activities outlined by the leaders in their assigned groups. They will gain a deeper knowledge and understanding of the financial services industry, market insights and outlook, technology platforms, and how we provide services and support to our firms.
Requirements
- Minimum 3.0 GPA
- Preference for undergraduate juniors and seniors
- Proficiency in Microsoft Office suite (Excel, PowerPoint, Word)
- Highly motivated and driven individual
- Demonstrated ability to work well with teams
- Strong time-management capabilities
- Analytical and problem-solving skills with the ability to interpret numeric data
- Strong interpersonal skills and an interest in a client-service-oriented environment
- Basic knowledge and/or a keen interest in finance and wealth management
Company Values
Our mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We live by our values:
- Serve
- Make it Happen
- One Team