Wealth Management Internship

About the role

We are seeking a Wealth Management Intern to gain meaningful, hands-on experience in financial advising while supporting advisor teams, client relationships, and financial planning workflows across Keating & Associates. The internship is designed to provide practical exposure to financial planning, advisor workflows, and client service environments to support the professional development of aspiring advisors.

Responsibilities

• Supporting advisors with client meeting preparation and follow-up
• Gathering and organizing client financial information and documentation
• Aiding in building and updating financial plans in planning software
• Preparing presentation materials and client-facing deliverables
• Participating in mock client meetings and assisting with educational financial planning discussions under supervision
• Aiding advisor teams with preparing client reporting materials and conducting market and financial planning research
• Aiding with audits and data analysis projects
• Collaborating with advisor teams across the organization
• Building relationships with professionals and community connections
• Recommending process improvements and operational efficiencies
• Adapting quickly to changing priorities and client needs
• Contributing ideas, tools, and solutions to improve outcomes

Requirements

• Junior standing or higher, currently pursuing a bachelor’s degree or minor in Financial Planning, Finance, Business, or a related field
• Strategic sales coursework or related business development experience preferred

Qualifications

• Organization: Maintains strong attention to detail while managing multiple priorities and deadlines
• Communication: Communicates clearly and professionally in written, verbal, and client-facing interactions
• Initiative: Demonstrates personal drive, coachability, and willingness to take ownership of responsibilities
• Technology: Proficient in Microsoft Office applications including Excel, Word, and PowerPoint
• Process Management: Follows structured workflows, timelines, and planning processes with consistency
• Execution: Completes assignments thoroughly and reliably with strong follow-through and accountability
• Research: Researches thoroughly, verifies details, and fact-checks information accurately
• Workflow Coordination: Organizes financial information, documents, and project workflows systematically
• Client Service: Supports positive, professional, and relationship-focused client experience
• Teamwork: Collaborates effectively with advisors, planning teams, and cross-functional partners
• Professionalism: Demonstrates accountability, reliability, integrity, and a strong work ethic
• Adaptability: Responds effectively to changing priorities and fast-paced environments
• Growth Mindset: Eager to learn, improve, and grow within a financial planning and advisory environment
• Problem Solving: Identifies challenges proactively and contributes thoughtful solutions and ideas

Skills

• Microsoft Office Suite proficiency
• Financial planning and analysis
• Client relationship management
• Collaboration and teamwork
• Adaptability and problem-solving

Benefits

• Hands-on learning experience in wealth management
• Opportunities for professional growth and development
• Collaborative work environment with experienced advisors
• Supervised learning under the guidance of experienced professionals

Pay

Non-exempt, hourly pay rate will be determined based on experience and qualifications.

Schedule

The internship is located onsite in our Manhattan, KS office and reports to the Internship Manager. Hours are flexible and will be determined based on the intern's availability and the needs of the team.