Wealth Management Intern - Summer 2026

Job Description

Job Description

About KEB Wealth Advisors

KEB Wealth Advisors is a leading wealth management firm dedicated to delivering personalized financial solutions with a client-centric approach. By leveraging innovative technology and a collaborative team environment, we empower our professionals to excel in the field of wealth advising. Join us in our St. Louis office for a transformative summer internship.

Position Overview

We are seeking a motivated Financial Planning Intern to join our team for Summer 2026. This internship offers a unique opportunity to immerse yourself in the KEB Wealth Advisors philosophy while working alongside professionals from every level of our firm. Designed to pave the way toward a career as a Wealth Advisor, this role provides hands-on experience and mentorship in a dynamic, supportive environment. Based in our St. Louis office, you will collaborate with colleagues across our network of offices, gaining exposure to the full spectrum of wealth management operations.

Responsibilities

Under the guidance of experienced professionals, you will :

• Assist in preparing financial plans and analyzing client data.
• Contribute to client relationship management through CRM software and data management.
• Observe and participate during in-person client meetings to enhance communication skills.
• Perform administrative tasks to support team efficiency and client service.
• Dynamic special projects on an as-needed basis.

What You Will Gain

o    Money Guide Elite for financial planning.

o    Orion Advisor Technology for reporting and portfolio accounting.

o    Salesforce CRM Platform (customized overlay from Practifi) for client management.

o    Box Cloud Based Document Storage for secure file handling.

o    Morningstar Investment Analysis Software for investment insights.

o    Holistiplan Tax Planning Software for tax strategy development.

o    Social Security Optimization Software for retirement planning.

Qualifications

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