Summer Internship, Financial Advisory

Kestra

Posted about 20 hours ago

Internship

Brookfield, Wisconsin

In Person

Smart Summary

Responsibilities

Interns will work on key projects with specific goals to support business units and advisors. They will gain knowledge of the financial services industry, market insights, and technology platforms.

Qualifications

You have a minimum 3.0 GPA and are a junior or senior in college, demonstrating strong analytical and problem-solving skills. You are proficient in Microsoft Office Suite, including basic Excel, PowerPoint, and Word functions, and have a keen interest in finance and wealth management.

Must Have Skills for ATS

Excel

PowerPoint

Word

Job Description

Lead with Purpose. Partner with Impact.

Do you want to get a preview of your career? Are you looking to get real-world experience in a fast-paced, growing organization? Do you want to be part of a collaborative environment? Are you excited to make an impact this summer?

Our '26 summer interns will impact our company, teams, and advisors in many areas of our business units and functions. They will be part of a cohort of smart, ambitious, and curious contributors. Our internship program will run from the beginning of June through the end of July 2026. The '26 summer internship will be located at our Charter Capital Management LLCin Brookfield, WI and in many of our member firms nationwide.

Our interns will work on key projects with specific goals and activities outlined by the leaders with whom they’ll work in their assigned groups. They will gain a more profound knowledge and understanding of the financial services industry, market insights and outlook, technology platforms, and how we provide services and support to our firms. 

Our internship program is open to students from all backgrounds, and we strongly encourage those passionate about wealth management to apply. We are committed to creating a diverse and inclusive workplace and welcome applicants from all walks of life.

What You Bring

  • Minimum 3.0 GPA
  • Preference to Undergraduate Juniors and Seniors
  • Microsoft Office suite: Should understand basic Excel, PowerPoint, and Word functions
  • Highly motivated and driven individual
  • Demonstrated ability to work well with teams
  • Strong time-management capabilities
  • Analytical and problem-solving individual with the ability to understand and interpret numeric
  •  data
  • Strong interpersonal skills and an interest in working in a client-service-oriented environment
  • Basic knowledge and/or a keen interest in finance and a strong desire to gain further understanding of the wealth management business

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

Kestra

Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. Meet Kestra at KestraFinancial.com. Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/. Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.

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