Financial Advising/Planning Internship

2 weeks ago

Manhattan, United States KEATING Full time

At Keating & Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance mindset, and teamwork. Learn more about us at https: //keatinginc.com/why-keating .    Keating and Associates, Inc.   Financial Advising/Planning Internship Job Summary   The purpose of a Keating and Associates internship is to give 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. Additionally, this internship gives both the intern and the company the opportunity to consider potential next steps post-internship for a salaried advisor or entrepreneurial advisor pathway.To learn more about our company, visit www.keatinginc.com.   This position is a part-time, non-exempt paid internship located onsite in our Manhattan office and reports to our Advisor Integration and Internship Manager.    Responsibilities could include, and are not limited to:    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.  Assist in preparing financial plans, updating CRM records, and managing key documents—contributing directly to client satisfaction.  Support data-driven decision-making by generating performance reports, conducting market research, and assisting with audits.  Present in mock client meetings and deliver presentations on financial concepts learned, demonstrating practical application and understanding.  Expand your network by engaging with wealth advisor teams and connecting with other professionals in the community.  Ensure compliance and operational accuracy across KFAS, Investments, and TPA departments by managing key tasks like beneficiary audits and contributions.  Required qualifications:  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 include:   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 a finance or financial planning.   Ability to manage time effectively to meet deadlines.      Powered by JazzHR

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