Financial Planning Advising Intern
Financial Planning Advising Intern
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Job Description
At Keating & Associates each individual has a unique ability a unique story and a unique contribution that is vital to our success. With diverse experiences cultures backgrounds and beliefs we are a better company and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best we fully embrace our core values of excellence abundance mindset and teamwork.
Learn more about usat and Associates Inc.
Financial Planning and Advising Internship
Job Summary
The purpose of a Keating and Associates internship is to give an inside look at our company introducing exposure to various wealth management service areas and the career paths available in investment management and financial planning. Additionally this internship gives both the intern and the company the opportunity to consider potential next steps postinternship for a salaried advisor or entrepreneurial advisor pathway. To learn more about our company visit .
This position is a parttime nonexempt paid internship located onsite in our Manhattan office and reports to our Internship plan for this initial internship to run June 2nd through August 8th with the potential to renew for the fall semester.
Responsibilities could include and are not limited to:
Shadow financial advisors and planners gaining handson experience in client meetings and helping build and update financial plans while learning to use financial planning software.
Assist in preparing financial plans updating CRM records and managing key documentscontributing directly to client satisfaction.
Support datadriven decisionmaking by generating performance reports conducting market research and assisting with audits.
Present in mock client meetings and deliver presentations on financial concepts learned demonstrating practical application and understanding.
Expand your network by engaging with wealth advisor teams and connecting with other professionals in the community.
Ensure compliance and operational accuracy across Investments and TPA departments by managing key tasks like beneficiary audits and contributions.
Required qualifications:
A student in their second semester junior year of college with course experience relevant to this internship.
Able to reside in the Manhattan KS area and work from our office.
Desired skills include:
Positive attitude.
Desire to learn.
Strong communication skills: written interpersonal and through virtual platforms.
Teamwork approach with a willingness to jump in and help.
Tech Savvy.
Resourceful and takes initiative to ask questions and find answers.
Completed or current coursework in a related area such a finance or financial planning.
Ability to manage time effectively to meet deadlines.
Required Experience:
Intern
Employment Type
Intern
