What are the responsibilities and job description for the Summer Intern - Bedell Frazier position at Kestra Holdings?
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 Walnut Creek, CA .
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
Intern Knowledge, Skills, and / or Abilities :
BENEFITS :
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 :
KESTRA VALUES :
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.
