Summer Internship, Corporate Strategy

About the role

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

The 2027 summer internship program runs from the beginning of June through the end of July 2027. Interns will be based in our corporate office in Austin, TX, or at 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. The program is open to students from all backgrounds, and we strongly encourage those passionate about wealth management to apply. We are committed to creating a diverse and inclusive workplace and welcome applicants from all walks of life.

Responsibilities

• Work on key projects with specific goals and activities as defined by group leaders
• Gain profound knowledge of the financial services industry, market insights, and technology platforms
• Contribute to the delivery of services and support to independent financial advisors and their clients
• Collaborate with team members in a fast-paced, growing organization

Requirements

• Minimum 3.0 GPA
• Preference for undergraduate juniors and seniors
• AI Completed Course (preferred)
• Proficiency with Microsoft Office suite: basic Excel, PowerPoint, and Word functions
• 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 understand and interpret numeric data
• Strong interpersonal skills and an interest in working in a client-service-oriented environment
• Basic knowledge of and/or keen interest in finance, with a strong desire to gain further understanding of the wealth management business

Schedule & Location

Program dates: Early June through late July 2027. Locations: Corporate office in Austin, TX, and member firms nationwide.