Financial Advising / Planning Internship

Financial Advising / Planning Internship

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. 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 documentscontributing 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 :

Desired skills include :