About the role#
The Private Wealth Advisors Intern will work directly with the IMA Private Wealth team during the Summer 2027 program. You will gain hands-on exposure to comprehensive financial planning and help prepare materials that support client financial goals. This role is designed as a learning and development opportunity where you will work alongside experienced financial planners and advisors.
What you'll do#
- Support financial planners and advisors by gathering, organizing, and entering client information into financial planning tools.
- Assist with preparing financial plans and reviewing planning scenarios under team guidance.
- Observe and participate in client meetings, assisting with meeting preparation, notes, and follow-up.
- Support the tracking of action items and coordinate planning-related implementation tasks.
- Organize and summarize information from client tax returns and estate planning documents.
- Research financial planning topics and industry developments to support team projects and client education materials.
- Build foundational knowledge of investments, retirement, tax, and estate planning through hands-on assignments.
- Assist with department projects and daily administrative tasks that support team workflow and client service.
What you'll need#
- Currently pursuing an undergraduate or graduate degree in finance, accounting, economics, business administration, or a related field.
- Anticipated graduation date in Spring 2027, December 2027, or Spring 2028.
- Genuine interest in wealth management and financial planning.
- Experience with Microsoft Office, specifically Excel, PowerPoint, and Outlook.
- Strong written and verbal communication skills with a high level of attention to detail.
- Ability to organize information accurately and exercise sound judgment when handling confidential client information.
- Collaborative, professional approach with a commitment to learning and professional development.
- Entrepreneurial spirit with the ability to solve problems, think critically, and take initiative.
- Related coursework or interest in pursuing CFP certification is a plus.
- Previous work or internship experience in professional services is a plus.
- Familiarity with MoneyGuide is helpful but not required.
Location & details#
- Location: Wichita, Kansas.
- Term: Summer 2027.
- Modality: On-site.
- Compensation: This is a paid, nonexempt position with an hourly pay range of $18.00 to $22.00, determined by your expected graduation year.
- Benefits: Interns are eligible for IMA paid holidays and five days of LifeBalance PTO.
About IMA Financial Group, Inc.
IMA Financial Group provides commercial insurance, risk management, surety, and employee benefits consulting. The firm serves clients across the United States and Canada. It employs between 1,001 and 5,000 people. Operations include risk assessments, claims management, and insurance placement for diverse business needs.
How to get in at IMA Financial Group, Inc.
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