Kestra
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 LLC, in 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
Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
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.
With Runway
See Your Fit for This Role
1-5 min
Your Score
?
Top Applicants
90%
Your Job Search Advantage
Key Gaps & Next Steps:
Address these in your resume & Interview
Top Strengths For This Role
Highlight these in your cover letter & interview
Your Interview Guide
A Personalized Interview Strategy
Freshest Opportunities
Never Miss a Good Fit
Get notified when jobs mach your criteria