Summer Internship, Private Wealth Services

Kestra • Austin, TX

3d

About The Position

Kestra Financial’s summer internship offers students real-world experience in a fast-paced, growing organization and a collaborative environment. Interns will join a cohort of smart, ambitious, and curious contributors and work on key projects with goals and activities established by leaders in 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 internship runs from the beginning of June through the end of July 2027. Interns will be based at Kestra’s corporate office in Austin, Texas, or at member firms nationwide. Assignment to a group is based on the intern’s background and major. The program is open to students from all backgrounds, with applicants passionate about wealth management encouraged to apply. Kestra states its commitment to a diverse and inclusive workplace.

Requirements

• Minimum 3.0 GPA.
• Basic understanding of Microsoft Excel, PowerPoint, and Word functions.
• Highly motivated and driven.
• Demonstrated ability to work well with teams.
• Strong time-management capabilities.
• Analytical and problem-solving ability, including the ability to understand and interpret numeric data.
• Strong interpersonal skills and an interest in a client-service-oriented environment.
• Basic knowledge of or a keen interest in finance, with a strong desire to learn more about the wealth management business.

Nice To Haves

• Undergraduate junior or senior standing is preferred.
• Completion of an AI course is preferred.

Responsibilities

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

What This Job Offers

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