Financial Planning Intern - Summer 27'
Boost your chances before you apply.
KEB CPA
IL
Summary
The intern will gain hands-on experience in wealth management by working alongside professionals and supporting various financial planning tasks. Responsibilities include participating in client meetings, utilizing industry-specific software, and collaborating with team members across different office locations.
Job Description
Job duties:
The KEB Wealth Advisors Financial Planning Internship is designed to provide hands-on experience and exposure to the various areas of wealth management while working alongside professionals at all levels of the firm. Throughout the internship, you will develop skills that support a potential career path as a Wealth Advisor, with experience in financial planning, tax planning, trading platforms, client relationship management systems, and client interactions. You will work as part of the KEB Wealth Advisors team, participate in client meetings, and be paired with a mentor throughout the summer. While the internship is based in our Springfield, IL office, you will also have opportunities to interact and collaborate with team members across our other locations.
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
• Nitrogen Risk Assessments and Investment Analysis
• Holistiplan Tax Planning Software
Qualifications
• Enrolled in a Bachelor’s degree program in Finance, Accounting, 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.
Careers at KEB
KEB is a regional accounting firm located in the Midwest. We have earned an excellent reputation for being a high-quality firm that provides outstanding client service. Therefore, we attract top notch college graduates who are highly motivated and enjoy working in a friendly, team-oriented atmosphere. KEB offers a competitive wage and benefit package and salary is commensurate with experience. Because of our size and location, we service a diverse group of clients. KEB's diverse client base provides great opportunities to work with clients in finance and banking, construction, retail/wholesale, not-for-profit, government, insurance, small business, healthcare, agribusiness and manufacturing.
KEB is an Equal Opportunity Employer.
Founded in 1931, Kerber, Eck & Braeckel LLP (KEB) is a mid-sized firm of certified public accountants and management consultants with eight offices in three Midwestern states. KEB provides a full range of accounting, tax and management consulting services to our diverse base of clients. We serve large and small clients in the Midwest and throughout the nation, in a variety of industries and sectors including financial institutions, insurance companies, health care, construction, agribusiness, manufacturing, religious organizations, and government and not-for-profit entities.
With 25 partners and principals and nearly 160 accounting professionals, KEB is large enough to provide the technical expertise our clients desire, yet small enough to provide the personal attention each client deserves. The range and diversity of resources and technical expertise available within KEB and through our affiliations provide us with the resources to respond to every unique client situation. Every interaction with a client is an opportunity to deliver results. And, results are what you can expect from KEB.
Company size
51-200 employees
Industry
Accounting
Org type
Partnership
Headquarters
Midwest Region, ......
Founded in 1931, Kerber, Eck & Braeckel LLP (KEB) is a mid-sized firm of certified public accountants and management consultants with eight offices in three Midwestern states. KEB provides a full range of accounting, tax and management consulting services to our diverse base of clients. We serve large and small clients in the Midwest and throughout the nation, in a variety of industries and sectors including financial institutions, insurance companies, health care, construction, agribusiness, manufacturing, religious organizations, and government and not-for-profit entities.
With 25 partners and principals and nearly 160 accounting professionals, KEB is large enough to provide the technical expertise our clients desire, yet small enough to provide the personal attention each client deserves. The range and diversity of resources and technical expertise available within KEB and through our affiliations provide us with the resources to respond to every unique client situation. Every interaction with a client is an opportunity to deliver results. And, results are what you can expect from KEB.
Company size
51-200 employees
Industry
Accounting
Org type
Partnership
Headquarters
Midwest Region, ......
