Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Goshen, IN

KeyCorp
United States
Workplace: HybridFull timeUSD 23+ hourlyFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Analytical skills","Problem-solving","Communication","Presentation skills","Client relationship"]

Gain structured, 10.5-week experience in Key Investment Services by partnering with a Private Client Advisor on client discovery and financial planning support. You’ll observe client meetings, perform basic administrative tasks, digitize client files, and manage a Salesforce book for event planning. The internship includes enterprise learning labs, networking events, and a capstone group project on real-world industry topics.

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KeyCorp
KeyCorp
1 day ago

Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Goshen, IN

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Gain structured, 10.5-week experience in Key Investment Services by partnering with a Private Client Advisor on client discovery and financial planning support. You’ll observe client meetings, perform basic administrative tasks, digitize client files, and manage a Salesforce book for event planning. The internship includes enterprise learning labs, networking events, and a capstone group project on real-world industry topics.
Location: United States
Workplace: Hybrid
Employment Type: Full time · 3 months
Job Function: Solutions Engineering & Sales Engineering
Seniority: Intern level

Key Responsibilities

  • •Partner with a KIS Private Client Advisor to gain hands-on experience, including client discovery and financial planning activities.
  • •Assist with data entry and analysis, and digitize client files while verifying client email information.
  • •Observe client meetings and help with basic administrative tasks.
  • •Manage Salesforce book and assist in planning client events.
  • •Participate in learning labs, networking events, and a capstone group project on real-world industry topics.

Pay and Benefits

Salary: USD 23 hourly
Perks:Annual Bonus

Key Requirements

  • •Pursuing a four-year or graduate-level degree by May 2029 with 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.
  • •Demonstrated leadership and teamwork through past work experience and/or extracurricular activities, with a minimum 3.0 GPA.
  • •Ability to analyze financial data and client information to support planning and decision-making.
  • •Strong communication skills and proficiency with Microsoft Excel and PowerPoint for data analysis and reporting.
Experience:Wealth managementFinancial services
Education:Bachelor's
Skills:Analytical skillsProblem-solvingCommunicationPresentation skillsClient relationship
Certifications:Certified Financial Planner (CFP)
Tech Stack:SalesforceMicrosoft ExcelPowerPoint

Eligibility

Visa:H1B
Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

KeyCorp
KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cleveland, United States
Founded: 1849
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn