Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. We are dedicated to empowering independent financial professionals to grow their businesses and deliver exceptional client service by combining advanced business management technology with personalized consulting. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

Responsibilities

Work on key projects with specific goals and activities outlined by leaders.
Gain profound knowledge and understanding of the financial services industry, market insights and outlook, technology platforms, and how we provide services and support to our firms.

Requirements

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
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.

Skills

Basic Excel functions
Basic PowerPoint functions
Basic Word functions
Analytical skills
Problem-solving skills
Interpersonal skills
Time-management capabilities

Location

Austin, TX
Nationwide

Work Type

Internship

Experience Level

Undergraduate Juniors
Undergraduate Seniors

Education Level

Undergraduate degree

About the Company

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide.
Kestra is dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service.
We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support.
Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.
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 Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them.
Kestra Values: Serve, Make it Happen, and One team.

Equal Opportunity

It is the policy of Kestra 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.