Wealth Management Intern - Summer 2026 at Winged Keel… · Boston

Summary: Winged Keel Group is the premier national platform for high-end life insurance solutions, specializing in various insurance portfolios. They are seeking a Wealth Management Intern to provide rising college seniors with real-world experience in the life insurance profession, focusing on supporting ultra-high-net-worth clients and their advisors. Responsibilities: - 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 - 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 - Participate 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 - Previous office experience a plus - Positive, can-do attitude Required Skills: Microsoft Office, Prioritization, Follow through Internship Start Date: Start in 2026 Summer