About the role#
This summer internship offers a preview of a career in the financial services industry. You will join a cohort of contributors and work within the Operations group to gain firsthand experience in wealth management. You will work on key projects with specific goals and activities defined by your group leaders.
What you'll do#
- Complete projects with clear goals and tasks assigned by your group leaders.
- Gain knowledge of the financial services industry and market outlook.
- Learn about technology platforms and the support services provided to member firms.
What you'll need#
- Minimum 3.0 GPA.
- Preference for undergraduate juniors and seniors.
- Basic understanding of Excel, PowerPoint, and Word.
- Analytical and problem-solving skills with the ability to interpret numeric data.
- Strong time-management and interpersonal skills.
- Motivation to work in a client-service-oriented environment.
- Interest in finance and the wealth management business.
- Ability to work well within a team.
- Completed AI course is preferred.
- Students from all backgrounds are encouraged to apply.
Location & details#
- Location: Austin, Texas (On-site).
- Term: Summer 2027 (June through July).
- Employment: Full-time internship.
- This role is paid and does not offer sponsorship.
About Kestra Financial
Kestra Financial provides wealth management, technology, and practice enrichment services for independent financial advisors. The firm operates as a parent company for various subsidiaries, including Kestra Investment Services and Kestra Advisory Services. Based in Austin, Texas, the company employs between 201 and 500 people. It has operated for over 20 years.
How to get in at Kestra Financial
Securing an internship at Kestra Financial requires speed because the volume of applications is high. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, so you apply among the first. Early applicants get seen before the pile grows. You should also focus on networking with the right people at the firm. Intern Insider surfaces the recruiters behind the company's roles so you can reach out directly to ask about the role or a referral, which materially improves response rates.
