2026 Wealth Management Internship - Advisory Services - Cleveland

KeyBank NA • Cleveland, OH • 2h ago

Location: 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302 Program Duration: MAY 27, 2026 - AUGUST 7, 2026 What does our Internship Program offer? Key's Enterprise Internship is a 10.5-week program that provides meaningful work that matters, offers feedback and coaching, and creates engaging events and conversations that will spark excitement and interest in bringing one's full-time career to Key. Interns are involved in a host of line of business specific projects that directly impact and benefit Key's business and strategic pillars. The program includes networking with Key teammates across all levels of the organization, a series of Learning Labs where internal and external speakers provide insight on Key's competitive landscape, financial wellness, and professional development best practices, and an assigned mentor who shares knowledge, experience, and advice. 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 Advisory Services Internship is a 10.5-week experience designed to provide meaningful exposure to the wealth management industry. Interns will engage in impactful work, receive ongoing feedback and coaching, and participate in dynamic events and discussions that foster professional growth and interest in a long-term career at Key. Essential Functions Demonstrates an ability to learn and think critically about Wealth Planning processes. Partners with the Advisory Services team to understand the unique planning objectives, preferences, and requirements of their designated target demographic. Illustrate an ability to construct a financial plan from discovery to presentation while achieving the following action items: communicate clearly, respond to objections. Demonstrates a commitment to fostering a positive team experience by engaging actively with each team leader and team member. Engage in Key Corp Enterprise learning labs and networking events. Collaborate on a Capstone Group Project addressing real-world industry topics. 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. Qualifications Must have completed at least two years toward a four-year, undergraduate degree program with focused coursework in wealth management, finance, accounting, business, and/or economics (preferred) Demonstrated leadership and teamwork through past experience and/or extracurricular activities Outstanding academic achievement (minimum undergraduate 3.0 GPA) Skills Analytical Skills: Ability to analyze financial data and client information to support planning and decision-making. 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

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