Financial Planning Intern - Summer 27'

KEB CPA•Leland Grove, IL

6d•Onsite

About The Position

The KEB Wealth Advisors Financial Planning Internship is designed to provide hands-on experience and exposure to the various areas of wealth management while working alongside professionals at all levels of the firm. Throughout the internship, you will develop skills that support a potential career path as a Wealth Advisor, with experience in financial planning, tax planning, trading platforms, client relationship management systems, and client interactions. You will work as part of the KEB Wealth Advisors team, participate in client meetings, and be paired with a mentor throughout the summer. While the internship is based in our Springfield, IL office, you will also have opportunities to interact and collaborate with team members across our other locations.

Requirements

Enrolled in a Bachelor’s degree program in Finance, Accounting, or a related field.
Strong analytical and problem-solving skills with attention to detail.
Excellent verbal and written communication abilities.
Proficiency in Microsoft Office Suite (Excel, Word, Teams).
Ability to thrive in a fast-paced, team-oriented environment.

Nice To Haves

Interest in wealth management.
Familiarity with financial planning concepts.

Responsibilities

Gain hands-on experience and exposure to various areas of wealth management.
Develop skills supporting a career path as a Wealth Advisor.
Gain experience in financial planning, tax planning, trading platforms, client relationship management systems, and client interactions.
Work as part of the KEB Wealth Advisors team.
Participate in client meetings.
Be paired with a mentor throughout the summer.
Interact and collaborate with team members across other locations.