Summer Internship, Client Service Tempe jobs in United States
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Kestra Financial · 1 month ago

Summer Internship, Client Service Tempe

Kestra Financial is a leading independent advisor platform that empowers financial professionals. The summer internship program offers students real-world experience in various business units, focusing on client service and financial advisory support.

BankingConsultingFinanceFinancial Services

Responsibilities

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
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

Qualification

Microsoft OfficeAnalytical skillsClient serviceProblem-solvingInterest in financeTeamworkTime managementMotivation

Required

Minimum 3.0 GPA
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

Preferred

Preference to Undergraduate Juniors and Seniors

Company

Kestra Financial

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Kestra Financial provides a leading independent advisor platform.

Funding

Current Stage
Growth Stage
Total Funding
unknown
2019-02-25Acquired

Leadership Team

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Joel Bennett
CFO
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Kris Chester
Executive Vice President + Chief Operating Officer
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Company data provided by crunchbase