Summer Internship, Marketing

Kestra • Austin, TX

3d

About The Position

Kestra Holdings provides wealth management platforms, technology, consulting, and support to independent financial professionals nationwide. The summer internship offers students real-world experience in a fast-paced, collaborative organization and an opportunity to contribute to company teams and advisors.

The 2027 internship program runs from the beginning of June through the end of July. The internship will be based in Kestra’s corporate office in Austin, Texas, and in member firms nationwide. Interns are assigned to a group based on their background and major; possible groups include Client Service, Compliance, Operations, Product/Data, Finance, Human Resources, Marketing, Legal, Technology, and Investment Management.

Interns work on key projects with goals and activities set by the leaders of their assigned groups. The program provides exposure to the financial services industry, market insights and outlook, technology platforms, and the services and support Kestra provides to its firms. The program welcomes students from all backgrounds and encourages applicants interested in wealth management.

Requirements

• Minimum 3.0 GPA.
• Understand basic functions in Excel, PowerPoint, and Word.
• Be highly motivated and driven.
• Demonstrate the ability to work well with teams.
• Have strong time-management capabilities.
• Have analytical and problem-solving abilities, including the ability to understand and interpret numeric data.
• Have strong interpersonal skills and an interest in a client-service-oriented environment.
• Have basic knowledge of finance and/or a keen interest in finance, with a strong desire to learn more about the wealth management business.

Nice To Haves

• Undergraduate juniors and seniors are preferred.
• Completion of an AI course is preferred.

Responsibilities

• Work on key projects with goals and activities outlined by leaders in the assigned group.
• Contribute to the company, teams, and advisors during the summer internship.
• Learn about the financial services industry, market insights and outlook, technology platforms, and services and support provided to member firms.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: No Education Listed