At Wealth|KC, we are a client-focused financial planning firm based in North Kansas City, proudly serving individuals and families throughout the Northland. We specialize in guiding people through retirement, not just to it, helping them build income strategies and financial plans that support the life they want to live.

As an intern, you will see firsthand how we support our clients and work together as a team. 

Position Overview

We are looking for a Financial Planning Intern who is curious, detail-oriented, and ready to learn how real financial planning works behind the scenes. This internship is designed to provide practical experience in client service, financial plan preparation, and day-to-day operations within a growing advisory firm.

You will gain exposure to client meetings, planning software, investment analysis, and the operational systems that support an exceptional client experience.

What You’ll Do

* Assist in preparing financial plans and client review materials

* Gather and organize client data for analysis

* Support advisors and Director of Financial Planning with meeting preparation and follow-up

* Conduct research on financial planning topics and strategies

* Help maintain accurate and organized client records

* Participate in team meetings and training sessions

* Contribute to special projects that improve processes and client experience

This role will evolve based on your strengths and interests. We want you to learn, ask questions, and grow.

What We’re Looking For

* Pursuing a degree in Financial Planning and interest in pursuing CFP® certification

* Strong attention to detail and organizational skills

* Professional communication skills, both written and verbal

* Comfortable with numbers and basic financial concepts

* A positive attitude and willingness to take initiative

Ideally would have:

* Experience with financial planning software

* Previous financial planning internship or client service experience

What You’ll Gain

* Hands-on exposure to comprehensive financial planning

* Insight into the client relationship process

* Mentorship from experienced professionals

* A clearer understanding of career paths within financial services

* Real responsibility, not just busywork

Why This Internship Matters

Our work centers around people. The individuals and families we serve trust us with decisions that truly impact their lives, and we take that responsibility seriously.

At the same time, our team matters just as much. We believe great client experiences come from a group of people who support one another, collaborate well, and take pride in the work they do together.

This internship is an opportunity to see how that plays out in real life. You will be part of a team that works hard for our clients and for each other. Our goal is to give you meaningful experience, help you grow professionally, and show you what it looks like when a team is committed to doing great work for the people they serve.

How to Apply

Please submit your resume and a brief cover letter explaining your interest in financial planning.