Summer Internship, Financial Advisory

Kestra • Oklahoma City, OK

1d • Onsite

About The Position

Lead with Purpose. Partner with Impact.
Do you want to get a preview of your career? Are you looking to get real-world experience in a fast-paced, growing organization? Do you want to be part of a collaborative environment? Are you excited to make an impact this summer?
Our '26 summer interns will impact our company, teams, and advisors in many areas of our business units and functions. They will be part of a cohort of smart, ambitious, and curious contributors. Our internship program will run from the beginning of June through the end of July 2026. The '26 summer internship will be located at our Oklahoma Financial Center, in Oklahoma City, OK and in many of our member firms nationwide.
Our interns will work on key projects with specific goals and activities outlined by the leaders with whom they’ll work in their assigned groups. They will gain a more profound knowledge and understanding of the financial services industry, market insights and outlook, technology platforms, and how we provide services and support to our firms.
Our internship 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.

Requirements

• Minimum 3.0 GPA
• Preference to Undergraduate Juniors and Seniors
• Microsoft Office suite: Should understand 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 individual 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 and/or a keen interest in finance and a strong desire to gain further understanding of the wealth management business

What This Job Offers

• Career Level: Intern
• Education Level: No Education Listed