What are the responsibilities and job description for the Financial Planning Intern - Summer 2025 position at KEB?
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 2025. 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:
To apply, please submit your resume and a copy of your most recent academic transcript to brookev@kebcpa.com with the subject line “Financial Planning Intern - Summer 2025 Application.” We look forward to learning more about your passion for wealth management!
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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 2025. 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
- Direct mentorship from a dedicated Wealth Advisor throughout the summer
- Practical experience with industry-leading tools and technologies, including:
- Money Guide Elite for financial planning
- Orion Advisor Technology for reporting and portfolio accounting
- Salesforce CRM Platform (customized overlay from Practifi) for client management
- Box Cloud Based Document Storage for secure file handling
- Morningstar Investment Analysis Software for investment insights
- Holistiplan Tax Planning Software for tax strategy development
- Social Security Optimization Software for retirement planning
- Exposure to live client interactions and in-person meetings
- Development of administrative, professional, and interpersonal skills applicable to any career
- Collaboration with a cohesive team across multiple office locations
- Enrolled in a Bachelor’s degree program in Finance, Accounting, Economics, or a related field
- Strong analytical and problem-solving skills with attention to detail
- Excellent verbal and written communication abilities
- Proficiency in Microsoft Office Suite (Excel, Word, Teams)
- Ability to thrive in a fast-paced, team-oriented environment
- Preferred: Interest in wealth management and familiarity with financial planning concepts
To apply, please submit your resume and a copy of your most recent academic transcript to brookev@kebcpa.com with the subject line “Financial Planning Intern - Summer 2025 Application.” We look forward to learning more about your passion for wealth management!
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