Summer Internship, Investment Management jobs in United States
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Kestra Financial · 1 month ago

Summer Internship, Investment Management

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, allowing them to work on key projects and gain insights into the financial services industry.

BankingConsultingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Interns will impact our company, teams, and advisors in many areas of our business units and functions
Interns 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
Interns 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 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.

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