Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Cicero, NY

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

Gain hands-on experience in wealth management by partnering with a Private Client Advisor and supporting client discovery and financial planning activities, including data entry and analysis. Assist with basic administrative tasks from observing client meetings, digitize client files, and help manage a Salesforce client book for events. Participate in enterprise learning labs, networking, and a capstone project while following KeyBank policies and ethical standards.

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FursaFursa
KeyCorp
KeyCorp
1 day ago

Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Cicero, NY

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

Job Summary

Gain hands-on experience in wealth management by partnering with a Private Client Advisor and supporting client discovery and financial planning activities, including data entry and analysis. Assist with basic administrative tasks from observing client meetings, digitize client files, and help manage a Salesforce client book for events. Participate in enterprise learning labs, networking, and a capstone project while following KeyBank policies and ethical standards.
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 a Salesforce client book and assist in planning client events; participate in learning labs, networking, and a capstone project.

Pay and Benefits

Salary: USD 23 hourly

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 or extracurricular activities.
  • •Outstanding academic achievement with a minimum 3.0 GPA.
  • •Strong verbal and written communication skills for client interaction and team collaboration.
Experience:Wealth managementFinancial servicesBrokerageInvestment advisoryRetirement planning
Education:Bachelor's in finance, accounting, economics, and/or data science
Skills:LeadershipTeamworkAnalytical skillsProblem-solvingCommunication
Certifications:Certified Financial Planner (CFP)
Tech Stack:SalesforceMicrosoft ExcelPowerPoint

Eligibility

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