Summer Internship, Wealth Management jobs in United States
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Kestra Financial · 4 weeks ago

Summer Internship, Wealth Management

positionAustin, TX
timeInternship
remoteHybrid
seniorityIntern
workcardStart in 2026 Summer

Kestra Financial is a leading independent advisor platform that empowers financial professionals. They are seeking summer interns to gain real-world experience in various business units, contributing to projects and learning about the financial services industry.

BankingConsultingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Impact our company, teams, and advisors in many areas of our business units and functions
Work on key projects with specific goals and activities outlined by the leaders with whom they’ll work in their assigned groups

Qualification

Microsoft OfficeAnalytical skillsProblem-solvingInterest in financeTeamworkTime managementInterpersonal skills

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.
dateFounded in 1996
location
Austin, Texas, USA
people-size201-500 employees
web-link
http://www.kestrafinancial.com/

H1B Sponsorship

Kestra Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (14)
2023 (4)
2022 (3)
2021 (1)
2020 (6)

Funding

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

Leadership Team

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Joel Bennett
CFO
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leader-logo
Kris Chester
Executive Vice President + Chief Operating Officer
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Recent News

Business Wire
Grandview Partners Joins Kestra Financial’s Advisor Community
2025-11-20
Business Wire
Bluespring Wealth Partners Acquires $1.41B Signature Wealth
2025-11-04
Pulse 2.0
Kestra Onboards $866 Million Firm Ascend Private Wealth Partners
2025-10-27
Company data provided by crunchbase