Finance and Marketing Intern: Summer 2027

Keil Financial Partners · New berlin, United States

Finance and Marketing Intern

Ideal start date: Summer of 2027, while being open to working remotely during subsequent school year

Keil Financial Partners is a financial advisory firm located in New Berlin, WI. We are seeking a motivated individual to support our practice. We offer a team environment, a reputation for excellence, an established client base and growth potential to help you reach your personal goals.

Keil Financial Partners specializes in financial, tax and investment planning for Christians over 50.

We are currently seeking a dedicated team player who will learn the financial advisory business from the ground up. We seek an individual who is enthusiastic about helping people strive for financial independence. Our Finance and Marketing Intern position requires a bright, hardworking, personable individual.

Key Responsibilities:

·       Assist Financial Professionals in client meeting preparation and follow-up.

·       Generate portfolio reviews, all client meeting material prep and financial plan updates.

·       Populate and maintain accurate client data in CRM software and other data systems.

·       Track quarterly performance of models against our chosen benchmarks (Morningstar/Excel).

·       Complete marketing related tasks such as research, uploading to WordPress website, Mailchimp, and search engine optimization.

·       Assist advisors in maintaining continuing education and licensing requirements.

·       Perform routine administrative duties such as maintaining office supplies and processing mail.

·       Handle requests and ad hoc projects to provide our clients with a better experience and boost team efficiency.

·       Expect approximately 8-24 hours per week depending on your/our schedule.

Key Qualifications:

·       Pursuing B.A. or B.S. degree from accredited four-year university

·       Strong financial and analytical skills

·       Strong verbal and written skills

·       Strong computer skills, with an acumen for learning new software programs

·       Ability to identify, meet and follow through with client requests

·       Willing attitude – “no job is beneath me” and not a clock watcher

·       Independent, autonomous and works based on a “get it done” mindset

·       Friendly, warm, professional and punctual

·       Detail oriented and able to multitask (through time-blocking) efficiently

·       Willing to be proactive in problem solving

·       Thorough and careful when reviewing your work

·       Interest in learning types of investment accounts, financial planning and portfolio management software

Benefits:

·       Competitive pay, flexible schedule

·       Mentorship and learning opportunities

·       Exposure to many parts of the business