Winged Keel Group · 7 hours ago
Wealth Management Intern - Summer 2026
Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. The Summer Internship Program provides rising college seniors with real-world experience in the life insurance profession, focusing on various aspects of the industry while working closely with team members on multiple tasks.
BankingFinancial ServicesVenture Capital
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
Qualification
Required
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
Preferred
Previous office experience a plus
Positive, can-do attitude
Company
Winged Keel Group
Winged Keel Group is a financial services company specializing in structuring and administration of insurance portfolios.
H1B Sponsorship
Winged Keel Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2021 (5)
Funding
Current Stage
Growth StageTotal Funding
unknown2025-01-13Acquired
Recent News
Morningstar.com
2025-09-29
Company data provided by crunchbase