Summer Internship, Financial Advisory

Kestra • Waco, TX

16h • Hybrid

About The Position

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 Life Bridge Financial Group in Waco, Texas 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
• 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
• Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra.
• Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Nice To Haves

• Preference to Undergraduate Juniors and Seniors

Responsibilities

• Work on key projects with specific goals and activities outlined by leaders in assigned groups.
• Gain knowledge and understanding of the financial services industry, market insights and outlook, and technology platforms.
• Learn how Kestra provides services and support to its firms.

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: No Education Listed
• Number of Employees: 101-250 employees