What are the responsibilities and job description for the Summer Intern - Oklahoma Financial Center position at Bluespring Wealth Partners?
Bluespring is a leading acquirer and partner to the wealth management industry’s premier organizations. In 2019 we launched with a vision of infusing entrepreneurship and intrapreneurship into the acquisition space. As an intern, you will learn about the financial advisory space and gain an understanding of the business model of the wealth management industry. Additionally, you can partner with our best-in-class organizations that have a demonstrated track record of growth and client-focused success.
SUMMER INTERNSHIP:
The 2025 Bluespring Internship Program is an 8 week program running from June to July and is ideal for incoming Junior and Senior year college students pursuing areas of study in, but not limited to, Business, Finance, General Studies, and Management. Our '25 summer interns will make an impact on our company, our teams, and our advisors in many areas of our business units and functions. They will be part of a cohort of smart, ambitious, and curious contributors.
Bluespring Wealth Partners is seeking incoming Junior and Senior year college students pursuing areas of study in, but not limited to, Business, Finance, General Studies, and Management. The 2025 Summer Internship program will run from June to July 2025 with a focus on development and professionalism, and affords participants real-world experience in running an entrepreneurial business and advising clients while gaining a deep understanding of the scope and opportunity that exists in the industry.
Our internship program is open to students from all backgrounds, and we strongly encourage those who are passionate about wealth management to apply. We are committed to creating a diverse and inclusive workplace and welcome applicants from all walks of life.
LOCATION: In office 4-5 days a week in Oklahoma City, OK.
Intern Essential Duties
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).
DISCLOSURE:
By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.
SUMMER INTERNSHIP:
The 2025 Bluespring Internship Program is an 8 week program running from June to July and is ideal for incoming Junior and Senior year college students pursuing areas of study in, but not limited to, Business, Finance, General Studies, and Management. Our '25 summer interns will make an impact on our company, our teams, and our advisors in many areas of our business units and functions. They will be part of a cohort of smart, ambitious, and curious contributors.
Bluespring Wealth Partners is seeking incoming Junior and Senior year college students pursuing areas of study in, but not limited to, Business, Finance, General Studies, and Management. The 2025 Summer Internship program will run from June to July 2025 with a focus on development and professionalism, and affords participants real-world experience in running an entrepreneurial business and advising clients while gaining a deep understanding of the scope and opportunity that exists in the industry.
Our internship program is open to students from all backgrounds, and we strongly encourage those who are passionate about wealth management to apply. We are committed to creating a diverse and inclusive workplace and welcome applicants from all walks of life.
LOCATION: In office 4-5 days a week in Oklahoma City, OK.
Intern Essential Duties
- Annual Internship Program case study summer project based around a hypothetical wealth management client and scenario
- Individual projects designed to develop business and operational skills
- Shadowing and exposure to client meetings/calls, internal reviews of client cases, shadowing of individuals throughout the organization
- Industry and market research
- Structured educational training & development
- Intern Networking
- Minimum 3.0 GPA
- 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 strong desire to gain further understanding of the wealth management business
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).
DISCLOSURE:
By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:
- You acknowledge that if hired, Bluespring Wealth Partners 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.
- It is the policy of Bluespring Wealth Partners 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. Bluespring Wealth Partners prohibits any such discrimination or harassment.
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.
