Financial Planning Intern

Our goal for this paid internship is to allow you to experience the KEB Wealth Advisors philosophy while working alongside professionals from each level / area of the firm.

The experience will allow you to further develop your skill set toward the path of becoming a Wealth Advisor.

You will gain hands-on experience with Financial Plans, Tax Returns, Trading Software, and Client Relationship Management Software.

You will work as a member of our entire team and be assigned to a mentor for the summer.

You will gain crucial exposure to in-person client meetings and client interaction.

You will also develop administrative, professional, and interpersonal skills that will be valuable in any professional setting.

The internship is based in our Springfield, IL office but you would interact with our other offices throughout the internship.

EXPOSURE TO INDUSTRY-SPECIFIC SOFTWARE & TECHNOLOGY

• Money Guide Elite
• Orion Advisor Technology for Reporting and Portfolio Accounting
• Salesforce CRM Platform (Customized Overlay from Practifi)
• Box Cloud Based Document Storage
• Riskalyze Risk Assessments
• Morningstar Investment Analysis Software
• Bloomberg BNA for Customized Tax Projections
• Holistiplan Tax Planning Software Powered by JazzHR