Wealth Planning Internship - Advisory Services

KeyCorp; Brooklyn (OH); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Sign-on bonus

Job summary

KeyBank Wealth Management Internship in Brooklyn, OH offers a 10.5-week wealth planning exposure from discovery through client presentation. You will work with the Advisory Services team to understand planning objectives for high-net-worth clients and build a mock financial plan illustrating asset location, gifting and Roth strategies.

Expect professional mentorship and hands-on learning. You will participate in lab sessions, develop a final project for leadership, and demonstrate strong

Qualifications

• Pursuing a four-year degree by May 2029 with focus on wealth management, financial planning, finance, accounting, business, and/or economics (preferred).
• Demonstrated leadership and teamwork through past work or extracurricular activities.
• Minimum 3.0 GPA and strong academic achievement.

Responsibilities

• Learn end-to-end wealth planning process from discovery to presentation.
• Partner with Advisory Services to understand client objectives and life-stage priorities.
• Construct a mock financial plan from discovery to presentation and communicate trade-offs clearly.
• Engage with Wealth Advisors and team members during the pod and participate in learning labs.
• Develop and present a final planning project to senior leadership, sharing insights and recommendations.
• Adhere to KeyBank policies, ethics, and client-first standards.

Skills

Analytical Skills

Problem Solving

Communication

Presentation Skills

Technical Proficiency

Education

Pursuing degree with 3.0 GPA

Job description

KeyBank Wealth Management Internship in Brooklyn, OH offers a 10.5-week wealth planning exposure from discovery through client presentation. You will work with the Advisory Services team to understand planning objectives for high-net-worth clients and build a mock financial plan illustrating asset location, gifting and Roth strategies.

Expect professional mentorship and hands-on learning. You will participate in lab sessions, develop a final project for leadership, and demonstrate strong