Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Albany, OR

KeyCorp
United States
Workplace: HybridInternshipUSD 23+ hourlyFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Leadership","Teamwork","Analytical skills","Problem-solving","Communication"]

Gain hands-on wealth management exposure through a structured 10.5-week internship partnering with a KIS Private Client Advisor. Support client discovery and financial planning with data entry and analysis, assist with basic administrative tasks, digitize files, manage a Salesforce book, and help plan client events. Participate in enterprise learning labs and networking, and collaborate on a capstone group project focused on real-world industry topics.

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KeyCorp
KeyCorp
1 day ago

Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Albany, OR

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

Job Summary

Gain hands-on wealth management exposure through a structured 10.5-week internship partnering with a KIS Private Client Advisor. Support client discovery and financial planning with data entry and analysis, assist with basic administrative tasks, digitize files, manage a Salesforce book, and help plan client events. Participate in enterprise learning labs and networking, and collaborate on a capstone group project focused on real-world industry topics.
Location: United States
Workplace: Hybrid
Employment Type: Internship
Job Function: Solutions Engineering & Sales Engineering
Seniority: Intern level

Key Responsibilities

  • •Partner with a KIS Private Client Advisor to gain 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 Salesforce book activities and assist with planning client events, plus participate in learning labs, networking, and a capstone project.

Pay and Benefits

Salary: USD 23 hourly

Key Requirements

  • •Pursue a four-year or graduate-level degree by May 2029 with coursework in finance, accounting, economics, and/or data science.
  • •Preferred participation in the Certified Financial Planner (CFP) program and completion of the CFP exam prior to graduation.
  • •Demonstrated leadership and teamwork through past work experience and/or extracurricular activities.
  • •Outstanding academic achievement with a minimum 3.0 GPA.
  • •Preferred Certified Financial Planner (CFP) certification for candidates pursuing a career as a Financial Advisor.
Education:Bachelor's in finance, accounting, economics, and/or data science
Skills:LeadershipTeamworkAnalytical skillsProblem-solvingCommunication
Licenses:Valid driver’s license
Certifications:Certified Financial Planner (CFP)
Tech Stack:SalesforceMicrosoft ExcelPowerPointPCLaptop

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