Financial Planner Internships
Financial planner internships give university students, recent graduates, and early-career switchers hands-on project experience across client portfolio analysis and financial modeling, mentorship from working financial planners, and, at many employers, a path toward a full-time offer. Openings are concentrated in {{top_industries_phrase}}, with KeyBank, Cain Watters & Associates, and Peak Retirement Planning among the employers posting roles now.
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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.
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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
Financial Planner Internship Market
Who's Hiring
Tips for Your Financial Planner Internship Search
Apply earlier than you think you need to
Large financial services firms and wealth management companies recruit summer interns the preceding fall and often close cohorts before January. Smaller companies and co-op programs post closer to start dates, so set a regular cadence for checking new listings rather than doing one big search.
Build a documented project before you apply
Hiring teams for financial planner internships expect limited work history, so your strongest proof is a completed project: a personal financial plan, an investment analysis, or a budgeting model built in Excel or planning software. Document your methodology and link to it wherever possible so recruiters have something concrete to assess.
Work your campus network alongside direct applications
Campus career fairs surface structured internship programs tied directly to your university, and professors with industry connections often know which employers recruit from your school before roles post publicly. Applying directly to firms running smaller cohorts at the same time widens the pool you reach beyond what any single channel covers.
Practice the financial planner intern screen out loud
Financial planner intern interviews typically include a case conversation covering a client scenario or basic portfolio question, and interviewers weigh how you reason through it as much as the final answer. Practice walking through your logic out loud, using real examples from your coursework or projects, so your thinking is clear under pressure.
Target structured rotational and cohort programs early
Larger financial services and wealth management firms run rotational or cohort-based internship programs built to train people new to financial planning. These programs recruit early, fill fast, and often convert to full-time roles at higher rates than ad-hoc internships. Identify the ones that fit your target firms and apply in the first wave.
Set your work-type filter before you start
On-site roles are 0% of the financial planner internships listed here. Decide what you can realistically commit to before you start sorting through listings, then filter by location and work type so you're only reviewing roles you can actually take.
Financial Planner Internships: Frequently Asked Questions
How do I get a financial planner internship?
Lead with coursework and personal projects rather than work history, since hiring teams expect limited experience at the intern level. For financial planner candidates, the concrete artifact that gives recruiters something to assess is a documented financial analysis or model, ideally linked in your resume or portfolio. Pair direct applications with campus career fairs, where recruiters often move faster for students they meet in person.
Can a financial planner internship turn into a full-time job?
Many employers extend return offers to strong interns, but conversion is never guaranteed. For financial planner interns, what actually drives it is consistent performance on real client-facing or analytical work, available headcount on the team, and understanding the return-offer timeline early. Position for it by delivering on every assignment, but keep applying elsewhere so your options stay open.
When should I apply for financial planner internships?
Earlier than most candidates expect. Large financial services employers and wealth management firms recruit summer interns the preceding fall, often wrapping cohorts before the new year. Smaller companies and co-op programs post closer to start dates, so openings appear year-round. Checking listings regularly and applying as soon as a role opens gives you the best shot at structured programs.
Are financial planner internships paid?
Most professional financial planner internships in the United States are paid. Compensation varies by company size, industry, and location. Where an employer discloses pay, the listing shows it, so you can compare offers as you apply without having to negotiate in the dark early in the process.
What should a financial planner internship resume include?
Lead with projects, not work history: two or three complete, documented projects showing the financial tools you used, such as Excel models, planning software, or portfolio simulations, with links to published analyses or case studies where possible. Add relevant coursework in personal finance, investments, or financial planning. Keep the whole document to one page.
Are there remote financial planner internships?
Yes. Remote and hybrid roles make up 100% of the financial planner internship listings here, with the rest on-site. Remote cohorts fill fast, so apply early and filter by work type to see them before they close.
Can international students get 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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