Associate Financial Planner Internships
Associate financial planner internships give university students, recent graduates, and early-career switchers hands-on client planning projects, mentorship from working financial planners, and, at many employers, a path toward a full-time offer. Openings are concentrated across {{top_industries_phrase}}, with KeyBank, Cain Watters & Associates, and Peak Retirement Planning among the employers posting roles now.
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Showing 5 of 7+ Associate Financial Planner Internships
Location:
221 North Main Street, Goshen IndianaProgram Duration: MAY 26, 2027 – AUGUST 6, 2027
Key Investment Services
Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency. KIS provides investment guidance, planning services, investment and insurance products to Key’s mass and mass affluent customer base. We help customers plan for retirement, educate their families, save on taxes, and pass wealth from one generation to the next.
The Key Investment Services Internship is a structured 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
- Partner with a KIS Private Client Advisor to gain hands-on experience.
- Participate in client discovery and financial planning activities including data entry and analysis.
- Observe client meetings and assist with basic administrative tasks.
- Develop client relationships and interpersonal communication skills.
- Digitize client files and verify client email information.
- Manage Salesforce book and assist in planning client events.
- Engage in Key Corp Enterprise learning labs and networking events.
- Collaborate on a Capstone Group Project addressing real-world industry topics.
- 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 or graduate-level degree by May 2029 with focused coursework in finance, accounting, economics, and/or data science. Participation in the Certified Financial Planner (CFP) program and completion of the CFP exam prior to graduation is preferred.
Work Experience
- Demonstrated leadership and teamwork through past work experience and/or extracurricular activities. Outstanding academic achievement with a minimum 3.0 GPA.
Certifications/Licenses
- Certified Financial Planner (CFP) certification is preferred for candidates pursuing a career as a Financial Advisor.
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 client interaction and 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.
- Client Relationship: Skill in building and maintaining relationships with clients to support financial wellness.
- Interpersonal Communication: Effective communication with clients and team members to foster collaboration.
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 emailing HR_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 $2,000.00 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: 11/21/2026 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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Location:
221 North Main Street, Goshen IndianaProgram Duration: MAY 26, 2027 – AUGUST 6, 2027
Key Investment Services
Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency. KIS provides investment guidance, planning services, investment and insurance products to Key’s mass and mass affluent customer base. We help customers plan for retirement, educate their families, save on taxes, and pass wealth from one generation to the next.
The Key Investment Services Internship is a structured 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
- Partner with a KIS Private Client Advisor to gain hands-on experience.
- Participate in client discovery and financial planning activities including data entry and analysis.
- Observe client meetings and assist with basic administrative tasks.
- Develop client relationships and interpersonal communication skills.
- Digitize client files and verify client email information.
- Manage Salesforce book and assist in planning client events.
- Engage in Key Corp Enterprise learning labs and networking events.
- Collaborate on a Capstone Group Project addressing real-world industry topics.
- 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 or graduate-level degree by May 2029 with focused coursework in finance, accounting, economics, and/or data science. Participation in the Certified Financial Planner (CFP) program and completion of the CFP exam prior to graduation is preferred.
Work Experience
- Demonstrated leadership and teamwork through past work experience and/or extracurricular activities. Outstanding academic achievement with a minimum 3.0 GPA.
Certifications/Licenses
- Certified Financial Planner (CFP) certification is preferred for candidates pursuing a career as a Financial Advisor.
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 client interaction and 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.
- Client Relationship: Skill in building and maintaining relationships with clients to support financial wellness.
- Interpersonal Communication: Effective communication with clients and team members to foster collaboration.
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 emailing HR_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 $2,000.00 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: 11/21/2026 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.
#LI-Hybrid
Associate Financial Planner Internship Market
Who's Hiring
Tips for Your Associate Financial Planner Internship Search
Apply for summer roles in the fall
Large wealth management firms and financial services companies open summer associate financial planner internship applications as early as September. If you wait until spring, the structured cohort programs are often already closed. Smaller RIAs and regional firms post closer to start dates, so searching year-round keeps you in the running for every wave.
Build a sample financial plan before you apply
Hiring teams for associate financial planner internships expect limited work history, so your proof comes from projects. A documented sample financial plan, a retirement projection model, or an investment policy statement with clearly labeled assumptions gives recruiters something tangible to review. Name the planning software or tools you used and include it wherever the application asks for a portfolio or work sample.
Work your campus network alongside direct applications
Campus career fairs surface structured financial planning programs tied to your university, and recruiters there often make decisions faster for students they meet in person. Your finance faculty and career center staff frequently know which firms recruit from your school before roles post publicly. Applying directly to smaller RIAs and regional firms running their own cohorts alongside campus activity widens the pool you can reach.
Practice your financial planning case interview out loud
Many associate financial planner intern screens involve a case conversation, a client scenario walkthrough, or a brief analytical exercise. Practice explaining your reasoning aloud, not just reaching an answer, because interviewers weigh how you think through a client situation as much as your final recommendation. Work through sample planning scenarios with a classmate or record yourself so you can hear how clearly you communicate.
Target structured rotational programs early
Several larger wealth management and financial services companies run formal rotational or cohort internship programs built to train people new to financial planning. These programs recruit competitively and fill in the first application wave, often months before the internship starts. Identify the ones aligned with your interests and apply as soon as they open rather than waiting to see what else is available.
Set your work-type filter before you start
On-site roles are 0% of the associate financial planner internships listed here. Decide upfront whether you can relocate or commute for the summer before you start applying, then filter by location and work type so you're not spending time on roles you can't accept. Migrate Mate's filters let you narrow by work type right from the start.
Associate Financial Planner Internships: Frequently Asked Questions
How do I get an associate financial planner internship?
Lead with coursework and completed financial planning projects rather than work history, since hiring teams expect limited experience at this stage. A documented case study, a sample financial plan, or an investment analysis gives recruiters something concrete to assess. Pair direct applications with campus career fairs, where financial services recruiters often move faster for students they meet face to face.
Can an associate financial planner internship turn into a full-time job?
Many employers extend return offers to strong interns, but conversion is never guaranteed. For associate financial planner interns, what actually drives it is the quality of your client-facing work, whether the team has headcount when your internship ends, and how early you signal interest in returning. Treat the offer as a possibility worth earning, not a certainty built into the program.
When should I apply for associate financial planner internships?
Earlier than most expect. Large wealth management and financial services firms recruit summer interns the preceding fall, often closing applications before the calendar year turns. Smaller RIAs, regional firms, and co-op programs post closer to start dates, so openings appear year-round. Checking listings regularly means you don't miss waves that open and close quickly.
Are associate financial planner internships paid?
Most professional associate financial planner internships in the U.S. are paid. Compensation varies by company size, industry segment, and location, with larger financial services firms and wealth management companies generally paying more than smaller regional practices. Where an employer discloses pay, the listing will show it so you can compare before you apply.
What should an associate financial planner internship resume include?
Lead with projects, not work history. Include two or three documented financial planning or investment analysis projects that name the tools you used, such as financial planning software, Excel models, or portfolio analysis frameworks, and link to any published case studies or analyses where possible. Add relevant coursework in personal finance, investments, or tax planning, and keep the whole document to one page.
Are there remote associate financial planner internships?
Yes. Remote and hybrid roles make up 100% of the associate financial planner internship listings here, with the rest on-site. Remote cohorts tend to fill quickly since they draw applicants from across the country, so apply early once you decide what works for your situation and filter by work type to see those roles right away.
What is a CFP® Accelerator or financial planning rotational internship?
Some larger wealth management and financial services firms run structured rotational programs specifically designed to bring people new to the field into financial planning. These cohorts rotate interns across planning, investment, and client service teams over the summer and recruit competitively, often months before the program starts. Identifying these programs early and applying in the first wave gives you the best chance of a spot.
Can international students get associate financial planner internships?
Yes. F-1 students can intern through CPT while enrolled or through OPT work authorization after finishing a degree, and the employer does not have to file anything for either, so many companies are open to international interns. Confirm your eligibility and timing with your university's international student office before accepting an offer.
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