Wealth Management Internship (Spring 2027)

At Keating and 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. 

Wealth Management Intern

We are seeking a Wealth Management Intern to gain meaningful, hands-on experience in financial advising while supporting advisor teams, client relationships, and financial planning workflows across Keating & Associates. The Keating Wealth Management Internr Internship Program is designed to provide practical exposure to financial planning, advisor workflows, and client service environments to support the professional development of aspiring advisors.

As an Wealth Management Intern. you will work alongside experienced advisors and financial planning teams in a hands-on learning environment designed to provide meaningful exposure to advisor responsibilities and financial planning workflows. This internship is designed for individuals who naturally take initiative, move quickly from idea to action, communicate with confidence, and thrive in environments that involve challenge, variety, and performance expectations. Successful interns often demonstrate initiative by contributing ideas that support operational efficiency, workflow improvements, and positive client service experiences. 

High-performing interns may be considered for future opportunities within the firm, including advisor career paths, subject to business needs and individual performance. This internship is ideal for individuals with a strong internal drive to lead, perform, and grow into a client-facing advisory career. 

Interns will gain hand- on, real word experience in areas including, but not limited to:

• Supporting advisors with client meeting preparation and follow-up 

• Gathering and organizing client financial information and documentation 

• Assisting with building and updating financial plans in planning software 

• Preparing presentation materials and client-facing deliverables 

• Participating in mock client meetings and assisting with educational financial planning discussions under supervision.

• Assisting advisor teams with preparing client reporting materials and conducting market and financial planning research.

• Assisting with audits and data analysis projects 

• Collaborating with advisor teams across the organization 

• Building relationships with professionals and community connections 

• Recommending process improvements and operational efficiencies 

• Adapting quickly to changing priorities and client needs 

• Contributing ideas, tools, and solutions to improve outcomes 

As part of the internship experience, interns may also take on new learning opportunities and assist with emerging priorities that help drive client success and organizational growth.

Education 

• Junior standing or higher, currently pursuing a bachelor’s degree or minor in Financial Planning, Finance, Business, or a related field. 

• Strategic sales coursework or related business development experience preferred. 

Interns will have the opportunity to further develop and apply skills in areas including, but not limited to:

• Organization: Maintains strong attention to detail while managing multiple priorities and deadlines 
• Communication: Communicates clearly and professionally in written, verbal, and client-facing interactions 
• Initiative: Demonstrates personal drive, coachability, and willingness to take ownership of responsibilities 
• Technology: Proficient in Microsoft Office applications including Excel, Word, and PowerPoint 
• Process Management: Follows structured workflows, timelines, and planning processes with consistency 
• Execution: Completes assignments thoroughly and reliably with strong follow-through and accountability 
• Research: Researches thoroughly, verifies details, and fact-checks information accurately 
• Workflow Coordination: Organizes financial information, documents, and project workflows systematically 
• Client Service: Supports positive, professional, and relationship-focused client experience 
• Teamwork: Collaborates effectively with advisors, planning teams, and cross-functional partners 
• Professionalism: Demonstrates accountability, reliability, integrity, and a strong work ethic 
• Adaptability: Responds effectively to changing priorities and fast-paced environments 
• Growth Mindset: Eager to learn, improve, and grow within a financial planning and advisory environment 
• Problem Solving: Identifies challenges proactively and contributes thoughtful solutions and ideas