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Financial Planning and Wealth Management Internship

2 months ago

Manhattan, Kansas, United States Keating Company Full time
About Keating Company

At Keating Company, we believe that every individual has a unique ability, a unique story, and a unique contribution that is vital to our success. Our diverse team of professionals brings together a wide range of experiences, cultures, backgrounds, and beliefs, making us a better company and allowing us to better serve our valued clients.

We strive to create an environment where our employees feel welcome and equipped to do their best, and we fully embrace our core values of Excellence, Abundance Mindset, and Teamwork.

Internship Overview

The purpose of our internship program is to provide an inside look at our company, introducing exposure to various wealth management service areas and the career paths available in investment management and financial planning. This internship also gives both the intern and the company the opportunity to consider potential next steps post-internship for a salaried advisor or entrepreneurial advisor pathway.

Responsibilities
  1. Shadow financial advisors and planners, gaining hands-on experience in client meetings and helping build and update financial plans, while learning to use financial planning software.
  2. Assist in preparing financial plans, updating CRM records, and managing key documents—contributing directly to client satisfaction.
  3. Support data-driven decision-making by generating performance reports, conducting market research, and assisting with audits.
  4. Present in mock client meetings and deliver presentations on financial concepts learned, demonstrating practical application and understanding.
  5. Expand your network by engaging with wealth advisor teams and connecting with other professionals in the community.
  6. Ensure compliance and operational accuracy across KFAS, Investments, and TPA departments by managing key tasks like beneficiary audits and contributions.
Requirements
  • A student in their second semester junior year of college, with course experience relevant to this internship.
  • Able to reside in the Manhattan, KS area.
Desired Skills
  • Positive attitude.
  • Desire to learn.
  • Strong communication skills: written, interpersonal, and through virtual platforms.
  • Teamwork approach with a willingness to jump in and help.
  • Tech Savvy.
  • Resourceful and takes initiative to ask questions and find answers.
  • Completed or current coursework in a related area such as finance or financial planning.
  • Ability to manage time effectively to meet deadlines.