Wealth Management Intern

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KEATING

11-50 employeesFounded 1975Manhattan, KSFinancial Services
Actively hiringPaidWinter 2027Financial Services
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Best applied by Dec 22

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About the role#

Keating is seeking a Wealth Management Intern for the Winter 2027 term. This program provides practical, hands-on experience in financial advising by supporting advisor teams and client service workflows. You will work in an office environment in Manhattan, Kansas, gaining exposure to the day-to-day responsibilities of financial planning. This is a full-time, paid position intended for students who want to develop their skills in a professional advisory setting.

What you'll do#

  • Support advisors with client meeting preparation and follow-up tasks.
  • Gather and organize financial information and documentation.
  • Build and update financial plans using specialized software.
  • Prepare presentation materials and deliverables for clients.
  • Participate in mock client meetings and assist with educational discussions under supervision.
  • Prepare client reporting materials and conduct market research.
  • Assist with audits and data analysis projects.
  • Collaborate with advisor teams across the organization.
  • Build relationships with professionals and community members.
  • Recommend process improvements and operational efficiencies.

What you'll need#

  • Junior standing or higher, currently pursuing a bachelor’s degree or minor in Finance, Business Administration, Financial Planning, or a related field.
  • Proficiency in Microsoft Office applications, specifically Excel, Word, and PowerPoint.
  • Strong attention to detail and ability to work effectively in a team.
  • Excellent communication skills.
  • Personal drive, coachability, and a willingness to take ownership of tasks.
  • Strategic sales coursework or business development experience is preferred.

Location & details#

  • This role is located on-site in Manhattan, KS.
  • The internship takes place during the Winter 2027 term.
  • This is a paid, full-time position.

About KEATING

KEATING is a financial services firm based in Manhattan, Kansas. Founded in 1975, the company supports the business strategies and daily operations of its advisor partners. This structure allows advisors to focus on client goals and service. The firm maintains a staff of 11 to 50 employees.

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