Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Bellingham, WA

KeyCorp
United States
Workplace: HybridFull timeUSD 23+ hourlyFunction: Solutions Engineering & Sales EngineeringSkills: ["Analytical","Problem-solving","Communication","Presentation","Client relationship","Interpersonal communication","Teamwork","Leadership"]

Join Key Investment Services for a structured 10.5-week internship that builds real exposure to wealth management. Work alongside a KIS Private Client Advisor on client discovery and financial planning support, including data entry, analysis, and digitizing files. Observe client meetings, manage a Salesforce book, support client relationship development, and collaborate on a capstone group project. Includes learning labs, networking events, and coaching.

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KeyCorp
KeyCorp
1 day ago

Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Bellingham, WA

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

Job Summary

Join Key Investment Services for a structured 10.5-week internship that builds real exposure to wealth management. Work alongside a KIS Private Client Advisor on client discovery and financial planning support, including data entry, analysis, and digitizing files. Observe client meetings, manage a Salesforce book, support client relationship development, and collaborate on a capstone group project. Includes learning labs, networking events, and coaching.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Intern level

Key Responsibilities

  • •Partner with a KIS Private Client Advisor for hands-on experience.
  • •Support client discovery and financial planning activities, including data entry and analysis.
  • •Observe client meetings and assist with basic administrative tasks.
  • •Digitize client files and verify client email information.
  • •Manage a Salesforce book and assist in planning client events and activities.

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.
  • •Preferred participation in the CFP program and completion of the CFP exam prior to graduation.
  • •Minimum 3.0 GPA and demonstrated leadership and teamwork through past work experience and/or extracurricular activities.
  • •Strong verbal and written communication skills for client interaction and team collaboration.
  • •Proficiency with Microsoft Excel and PowerPoint for data analysis, reporting, and presentations.
Education:
Skills:AnalyticalProblem-solvingCommunicationPresentationClient relationshipInterpersonal communicationTeamworkLeadership
Certifications:Certified Financial Planner (CFP)
Tech Stack:SalesforceMicrosoft ExcelPowerPoint

Eligibility

Visa:H-1B
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