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KEATING · 3 months ago

Financial Advising/Planning Internship

Manhattan, KS

Internship

Onsite

Intern

Keating and Associates is a company that values diverse experiences and teamwork. They are offering a Financial Advising/Planning Internship that provides exposure to wealth management services and potential career paths in investment management and financial planning.

Financial Services

Responsibilities

Shadow financial advisors and planners, gaining hands-on 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 documents—contributing directly to client satisfaction

Support data-driven decision-making 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 KFAS, Investments, and TPA departments by managing key tasks like beneficiary audits and contributions