Emerging Advisor Intern

KEATING•Manhattan, KS

1d•$15 - $15•Onsite

About The Position

We are seeking an Emerging Advisor Intern to gain meaningful, hands-on experience in financial advising while supporting advisor teams, client relationships, and financial planning workflows across Keating & Associates. The Keating Emerging Advisor Internship Program is designed to accelerate the development of aspiring advisors through practical client work, intentional coaching, and comprehensive exposure to Keating’s advisory model. As an Emerging Advisor Intern, you will operate as a developing advisor, not simply an observer. You will work alongside experienced advisors and financial planning teams to support client relationships, build and update financial plans, assist with investment and retirement workflows, and communicate clearly in real client-facing environments. This internship is designed for individuals who naturally take initiative, move quickly from idea to action, communicate with confidence, and thrive in environments that involve challenge, variety, and performance expectations. Successful interns consistently look beyond simply completing tasks and focus on improving outcomes, processes, and client experiences. High-performing interns may have the opportunity to transition into long-term, producing advisor roles within the firm. This internship is ideal for individuals with a strong internal drive to lead, perform, and grow into a client-facing advisory career.

Requirements

Junior standing or higher, currently pursuing a bachelor’s degree or minor in Financial Planning, Finance, Business, or a related field.
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

Nice To Haves

Strategic sales coursework or related business development experience preferred.

Responsibilities

Supporting advisors with client meeting preparation and follow-up
Gathering and organizing client financial information and documentation
Assisting with building and updating financial plans in planning software
Preparing presentation materials and client-facing deliverables
Participating in mock client meetings and present financial concepts
Generating performance reports and conduct market research
Assisting 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
Take on new learning opportunities and assist with emerging priorities that help drive client success and organizational growth.