What are the responsibilities and job description for the Summer Internship, Client Service Tempe position at Kestra Financial?
ABOUT US:
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
Do you want to get a preview of your career? Are you looking to get real-world experience in a fast-paced, growing organization? Do you want to be part of a collaborative environment? Are you excited to make an impact this summer?
Join the dynamic team at Kestra! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that offers exceptional scale and efficiency combined with its personalized consulting services. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
Our '26 summer interns will impact our company, teams, and advisors in many areas of our business units and functions. They will be part of a cohort of smart, ambitious, and curious contributors. Our internship program will run from the beginning of June through the end of July 2026. The '26 summer internship will be in our corporate office in Austin, TX, and in many of our member firms nationwide. Based on background and major, interns will be assigned to one of the following groups:
Our internship program is open to students from all backgrounds, and we strongly encourage those passionate about wealth management to apply. We are committed to creating a diverse and inclusive workplace and welcome applicants from all walks of life.
Intern Knowledge, Skills, and/or Abilities:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
Do you want to get a preview of your career? Are you looking to get real-world experience in a fast-paced, growing organization? Do you want to be part of a collaborative environment? Are you excited to make an impact this summer?
Join the dynamic team at Kestra! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that offers exceptional scale and efficiency combined with its personalized consulting services. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
Our '26 summer interns will impact our company, teams, and advisors in many areas of our business units and functions. They will be part of a cohort of smart, ambitious, and curious contributors. Our internship program will run from the beginning of June through the end of July 2026. The '26 summer internship will be in our corporate office in Austin, TX, and in many of our member firms nationwide. Based on background and major, interns will be assigned to one of the following groups:
- Client Service
- Compliance
- Operations
- Product/Data
- Finance
- Human Resources
- Marketing
- Legal
- Technology
- Investment Management
Our internship program is open to students from all backgrounds, and we strongly encourage those passionate about wealth management to apply. We are committed to creating a diverse and inclusive workplace and welcome applicants from all walks of life.
Intern Knowledge, Skills, and/or Abilities:
- Minimum 3.0 GPA
- Preference to Undergraduate Juniors and Seniors
- 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
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
- You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.