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Winged Keel Group

Wealth Management Intern - Summer 2026

InternshipOn-site
Location

Boston, MA

Salary

Not listed

Experience

Not specified

Posted

1 week ago

Skills

microsoft officeproactivedetail orientedorganizational skillspositive attitude

Job Description

Summary: Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. The Winged Keel Summer Internship Program is designed to provide rising college seniors with real-world experience in the dynamic life insurance profession. Responsibilities: - You’ll be part of the full lifecycle of a life insurance case, working with Winged Keel team members in sales support, case design, underwriting, client services, people and culture, and marketing and communications - Students will also complete a capstone project with a final presentation to a group of the firm’s Client Relationship Managers during the final week of the program - You will be assigned a mentor/buddy who will provide on-going guidance, support, and mentorship - There will also be participation in Group Networking/Development such as a group meeting with the Managing Principal of the firm, and a firm wide off-site company outing, as well as a monthly lunch with a leader in the firm with a discussion topic about our business Required Qualifications: - Pursuing a bachelor's degree with a graduation date of December 2026 or May 2027 - Must be available June 1– July 31 and able to work onsite 40 hours per week Monday through Friday from 9:00 am – 5:00 pm - Detail oriented with a strong ability to organize and prioritize - Proficiency in Microsoft Office - Proactive and takes initiative with strong follow through - Positive, can-do attitude Preferred Qualifications: - Previous office experience a plus Required Skills: Microsoft Office Important Skills: Proactive, Detail oriented, Organizational skills Nice-to-Have Skills: Positive attitude Internship Start Date: Start in 2026 Summer

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Wealth Management Intern - Summer 2026 at Winged Keel Group | Tsenta