Wealth Planning Internship — Advisory Services (Hybrid)

KeyCorp; Brooklyn (OH); On-site; USD 26,000 - 37,000; Full time

Job summary

KeyBank's Key Wealth Management Advisory Services Internship in Brooklyn, Ohio, offers a 10.5-week wealth planning experience for high-net-worth clients. Interns engage in discovery, data gathering, modeling, and final presentations to clients.

You will work with Wealth Advisors and Planners, develop a final project, and present it to leadership. A four-year or graduate degree by May 2029 is preferred, with coursework in wealth management or related fields.

Qualifications

• Pursuing a four-year degree or graduate level degree by May 2029 (preferred)
• GPA of at least 3.0 in coursework relevant to wealth management/finance/economics
• Strong analytical and communication abilities

Responsibilities

• Learn end-to-end wealth planning processes from discovery to presentation.
• Support Advisory Services team to understand client objectives and priorities.
• Construct mock financial plans and present them to senior leadership for feedback.

Skills

Analytical skills

Problem solving

Communication

Presentation skills

Excel/PowerPoint proficiency

Education

Pursuing four-year or graduate degree by May 2029

Tools

Microsoft Excel

PowerPoint

Job description

KeyBank's Key Wealth Management Advisory Services Internship in Brooklyn, Ohio, offers a 10.5-week wealth planning experience for high-net-worth clients. Interns engage in discovery, data gathering, modeling, and final presentations to clients.

You will work with Wealth Advisors and Planners, develop a final project, and present it to leadership. A four-year or graduate degree by May 2029 is preferred, with coursework in wealth management or related fields.