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 :
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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Wealth Management Intern • Saint Louis, MO, US