KLAAS FINANCIAL ASSET ADVISORS, LLC. · 5 days ago
Summer College Internship in the Midwest: Financial Planning with Klaas Financial
Loves Park, IL
Internship
Onsite
Intern
$20/hr - $20/hr
Start in 2026 SummerKlaas Financial is a mid-size Midwest RIA celebrating its 50th anniversary, offering a paid summer college internship in financial planning. The internship provides hands-on experience, mentorship, and exposure to various areas of the firm, including client services, investments, and compliance.
Financial ServicesRetirementWealth Management
No H1B
Hiring Manager
Maleeah Cuevas
Responsibilities
Shadow advisors, assist with plan inputs, attend client meetings
Work with service associates, learn processing workflows
Portfolio design, trade execution, investment committee meetings
Documentation, risk management, technologies
Exposure to Marketing, Tax Planning, and 401(k) administration with an opportunity to complete a defined project during the internship
Qualification
Required
Junior or Senior in college (with preferred major in Finance, Financial Planning, Business, Economics)
Strong interest in financial planning/wealth management
Excellent communication & organizational skills
Willingness to travel between Rockford, IL and Madison, WI offices on occasion
Candidates must be eligible to work in the U.S
This position will require a criminal background check
Company
KLAAS FINANCIAL ASSET ADVISORS, LLC.
OUR MISSION: We are deeply committed to our client’s personal and financial wellbeing.
Founded in 1976
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Maleeah Cuevas
Chief Executive Officer (CEO), MBA, Investment Advisor Representative
Company data provided by crunchbase