Summer 2027 KeyBank Wealth Management Internship - Advisory Services

KeyCorp
United States
Workplace: HybridInternshipUSD 23+ hourlyFunction: Consulting & AdvisoryEducation: bachelorsSkills: ["Leadership","Teamwork","Analytical thinking","Problem-solving","Communication"]

Participate in a 10.5-week wealth planning experience that supports high-net-worth clients through the end-to-end goals-based planning process. Partner with the Advisory Services team to learn planning objectives and life-stage priorities, build mock financial plans, and practice clear communication of complex concepts. Engage in learning labs and networking events, then develop and present a final project to senior Advisory Services leadership.

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FursaFursa
KeyCorp
KeyCorp
1 day ago

Summer 2027 KeyBank Wealth Management Internship - Advisory Services

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Last checked: 22 hours agoStatus: Live

Job Summary

Participate in a 10.5-week wealth planning experience that supports high-net-worth clients through the end-to-end goals-based planning process. Partner with the Advisory Services team to learn planning objectives and life-stage priorities, build mock financial plans, and practice clear communication of complex concepts. Engage in learning labs and networking events, then develop and present a final project to senior Advisory Services leadership.
Location: United States
Workplace: Hybrid
Employment Type: Internship
Job Function: Consulting & Advisory
Seniority: Intern level

Key Responsibilities

  • •Learn and think critically about the end-to-end Wealth Planning process, including discovery, data gathering, modeling, estate/tax overlays, insurance/risk review, and recommendation delivery.
  • •Partner with the Advisory Services team to understand planning objectives, life-stage priorities, and behavioral preferences of a designated target demographic.
  • •Construct a mock financial plan from discovery to presentation, including framing trade-offs, responding to client objections, and communicating complex concepts in plain language.
  • •Engage actively with Wealth Advisors, Planners, and pod team members to foster a positive team experience.
  • •Develop and present a final project featuring a planning solution for a hypothetical client case to senior Advisory Services leadership.

Pay and Benefits

Salary: USD 23 hourly
Perks:Annual Bonus

Key Requirements

  • •Pursuing a four-year or graduate degree by May 2029 with focused coursework in wealth management, financial planning, finance, accounting, business, and/or economics (preferred).
  • •Demonstrated leadership and teamwork through past work experience and/or extracurricular activities.
  • •Outstanding academic achievement with a minimum 3.0 GPA.
  • •Ability to analyze financial data and client information to support planning and decision-making.
  • •Strong verbal and written communication skills, with the ability to create and deliver presentations using tools like PowerPoint and proficiency in Microsoft Excel and PowerPoint.
Education:Bachelor's in wealth management, financial planning, finance, accounting, business, and/or economics
Skills:LeadershipTeamworkAnalytical thinkingProblem-solvingCommunication
Tech Stack:Microsoft ExcelPowerPoint

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

KeyCorp
KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cleveland, United States
Founded: 1849
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn