Emerging Advisor Intern

At Keating and Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance mindset, and teamwork.Keating & Associates, Inc.Emerging Advisor Intern We are seeking an Emerging Advisor Intern to gain meaningful, hands-on experience in financial advising while supporting advisor teams, client relationships, and financial planning workflows across Keating & Associates. The Keating Emerging Advisor Internship Program is designed to accelerate the development of aspiring advisors through practical client work, intentional coaching, and comprehensive exposure to Keating’s advisory model.As an Emerging Advisor Intern, you will operate as a developing advisor, not simply an observer. You will work alongside experienced advisors and financial planning teams to support client relationships, build and update financial plans, assist with investment and retirement workflows, and communicate clearly in real client-facing environments. This internship is designed for individuals who naturally take initiative, move quickly from idea to action, communicate with confidence, and thrive in environments that involve challenge, variety, and performance expectations. Successful interns consistently look beyond simply completing tasks and focus on improving outcomes, processes, and client experiences.High-performing interns may have the opportunity to transition into long-term, producing advisor roles within the firm. This internship is ideal for individuals with a strong internal drive to lead, perform, and grow into a client-facing advisory career.This position is non-exempt, located onsite in our Manhattan, KS office and reports to the Internship ManagerInterns will gain hand- on, real word experience in areas including, but not limited to:Supporting advisors with client meeting preparation and follow-up Gathering and organizing client financial information and documentation Assisting with building and updating financial plans in planning software Preparing presentation materials and client-facing deliverables Participating in mock client meetings and present financial concepts Generating performance reports and conduct market research Assisting with audits and data analysis projects Collaborating with advisor teams across the organization Building relationships with professionals and community connections Recommending process improvements and operational efficiencies Adapting quickly to changing priorities and client needs Contributing ideas, tools, and solutions to improve outcomes As part of the internship experience, interns may also take on new learning opportunities and assist with emerging priorities that help drive client success and organizational growth.EducationJunior standing or higher, currently pursuing a bachelor’s degree or minor in Financial Planning, Finance, Business, or a related field. Strategic sales coursework or related business development experience preferred. Interns will have the opportunity to further develop and apply skills in areas including, but not limited to:Organization: Maintains strong attention to detail while managing multiple priorities and deadlines Communication: Communicates clearly and professionally in written, verbal, and client-facing interactions Initiative: Demonstrates personal drive, coachability, and willingness to take ownership of responsibilities Technology: Proficient in Microsoft Office applications including Excel, Word, and PowerPoint Process Management: Follows structured workflows, timelines, and planning processes with consistency Execution: Completes assignments thoroughly and reliably with strong follow-through and accountability Research: Researches thoroughly, verifies details, and fact-checks information accurately Workflow Coordination: Organizes financial information, documents, and project workflows systematically Client Service: Supports positive, professional, and relationship-focused client experience Teamwork: Collaborates effectively with advisors, planning teams, and cross-functional partners Professionalism: Demonstrates accountability, reliability, integrity, and a strong work ethic Adaptability: Responds effectively to changing priorities and fast-paced environments Growth Mindset: Eager to learn, improve, and grow within a financial planning and advisory environment Problem Solving: Identifies challenges proactively and contributes thoughtful solutions and ideas Salary Range: $15 per hourInterns do not provide investment advice independently. Powered by JazzHRdZrxtfR5ly