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
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
Kestra Financial provides a leading independent advisor platform.
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Recent News
2025-11-20
2025-11-04
2025-10-27
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