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Wealth Management Internship Jobs (NOW HIRING)

$23/hr

The Key Wealth Management Investment Research & Analysis Internship is a 10.5-week, markets- and portfolio-focused experience that partners the intern with the Key Wealth Research teams responsible ...

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Wealth Management Internship information

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How much do wealth management internship jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for wealth management internship in the United States is $25.02, according to ZipRecruiter salary data. Most workers in this role earn between $14.18 and $27.88 per hour, depending on experience, location, and employer.

What is a wealth management internship?

A Wealth Management Internship provides hands-on experience in financial planning, investment strategies, and client relationship management. Interns typically assist advisors with research, portfolio analysis, and administrative tasks while gaining insight into the industry. This role helps develop analytical, communication, and problem-solving skills crucial for a career in finance.

What types of projects or tasks can I expect to work on during a wealth management internship?

As a Wealth Management Intern, you'll typically assist with market research, portfolio analysis, creating client presentations, and supporting the administrative aspects of client accounts. You might also shadow experienced advisors during client meetings and help prepare financial plans or investment proposals. The role offers frequent opportunities to collaborate with teams across investment research, client service, and operations, providing a comprehensive view of how wealth management functions. These experiences are designed to help you develop practical industry skills and grow your professional network for potential future roles.

What are the key skills and qualifications needed to thrive in a wealth management internship, and why are they important?

To thrive as a Wealth Management Intern, you need strong analytical skills, attention to detail, basic finance or economics coursework, and familiarity with investment principles. Proficiency in Microsoft Excel, financial modeling tools, and exposure to CRM systems like Salesforce are often expected. Effective communication, discretion, and a proactive attitude help interns succeed in client interactions and team collaboration. These skills are crucial for supporting advisors, conducting research, and building a foundation for a career in wealth management.

Is it hard to get a wealth management internship?

Securing a wealth management internship can be competitive, often requiring strong academic performance, relevant coursework, and interpersonal skills. Applicants with prior finance knowledge, certifications like the CFA Level I, or experience in customer service may have an advantage, and internships typically seek motivated candidates willing to learn and work in a fast-paced environment.

What do you do as a wealth management internship?

A wealth management internship involves supporting financial advisors by conducting research, preparing client reports, and assisting with investment strategies. Interns gain experience in financial planning, client communication, and using tools like CRM systems and financial software. The role provides practical exposure to the wealth management industry and may require strong analytical and interpersonal skills.
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What states have the most Wealth Management Internship jobs?

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Infographic showing various Wealth Management Internship job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $52,032 per year, or $25 per hour.

Summer 2027 KeyBank Wealth Management Internship - Investment Research & Analysis

Keybank

Brooklyn, OH • On-site

$23/hr

Full-time

Re-posted 3 days ago


KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 99 frontline employees who took The Breakroom Quiz

53rd of 175 rated banks


Job description

Location:

4900 Tiedeman Road, Brooklyn Ohio

Program Duration: MAY 26, 2027 - AUGUST 6, 2027

Key Wealth Management

Key Wealth Management "KWM" has a long history (over 150 years) of providing trust, custody, and investment management solutions to high-net-worth individuals, families, and institutional/non-profit clients with over $40 billion in assets.

The Key Wealth Management Investment Research & Analysis Internship is a 10.5-week, markets- and portfolio-focused experience that partners the intern with the Key Wealth Research teams responsible for asset-allocation views, manager due diligence, and security-level research that powers portfolios across key verticals in the Wealth Continuum: Key Private Bank, Family Wealth, and Institutional Advisors.

Essential Functions

  • Develop a strong working knowledge of how Investment Research connects to Portfolio Management, Advisory Services, and Trust - including how a house view becomes a model portfolio and, ultimately, a client trade.
  • Deliver quantitative and qualitative analysis on Key Private Bank Research workflows (data ingestion, manager screens, performance attribution, publication cadence) with an emphasis on process automation and data quality.
  • Contribute to research deliverables such as manager due-diligence write-ups, sector or thematic notes, capital markets commentary, and performance/attribution reviews.
  • Demonstrate a commitment to fostering a positive team experience by engaging actively with Research analysts, portfolio strategists, and data teammates. Other duties and projects assigned Engage in Key Corp Enterprise learning labs and networking events.
  • Collaborate on a Capstone Group Project - for example, an investment thesis or manager recommendation - presented to senior Investment leadership. Other duties and projects assigned Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice.
  • Comply with all KeyBank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education

  • Pursuing a four-year degree or graduate level degree by May 2029 with focused coursework in wealth management, finance, accounting, business, and/or economics (preferred)

Work Experience

  • Demonstrated leadership and teamwork through past work experience and/or extracurricular activities. Outstanding academic achievement with a minimum 3.0 GPA.

Skills

  • Analytical Skills: Ability to analyze financial data to support the Research and Data Analysis team.
  • Problem Solving: Capability to identify issues and develop effective solutions in a financial services context.
  • Communication: Strong verbal and written communication skills for team collaboration.
  • Presentation Skills: Ability to create and deliver presentations using tools like PowerPoint.
  • Technical Proficiency: Proficiency in Microsoft Excel and PowerPoint for data analysis and reporting.

Physical Demands

  • General Office: Prolonged sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Driving/Travel

  • Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

KeyBank's Internship and Analyst positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailingHR_Compliance@keybank.com.

COMPENSATION AND BENEFITS

Compensation and Benefits

This position is eligible to earn an hourly rate of $23 per hour. Compensation also includes a $2,000 Summer Internship Sign-on Bonus.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 10/17/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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About KeyBank

Sourced by ZipRecruiter

Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849