Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Pottstown, PA

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

Gain hands-on experience in wealth management through a structured 10.5-week internship. Partner with a KIS Private Client Advisor on client discovery and financial planning activities, observe client meetings, and support administrative tasks like data entry, digitizing files, and verifying client emails. Manage a Salesforce book and help plan client events while participating in learning labs, networking events, and a capstone project focused on real-world industry topics.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
KeyCorp
KeyCorp
1 day ago

Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Pottstown, PA

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

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

Job Summary

Gain hands-on experience in wealth management through a structured 10.5-week internship. Partner with a KIS Private Client Advisor on client discovery and financial planning activities, observe client meetings, and support administrative tasks like data entry, digitizing files, and verifying client emails. Manage a Salesforce book and help plan client events while participating in learning labs, networking events, and a capstone 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 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; collaborate on a capstone group 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 and/or extracurricular activities, with a minimum 3.0 GPA.
  • •Strong verbal and written communication skills for client interaction and team collaboration.
  • •Proficiency using Microsoft Excel and PowerPoint; ability to analyze financial data and support planning and decision-making.
Education:Bachelor's in finance, accounting, economics, and/or data science
Skills:Analytical skillsProblem solvingCommunicationPresentation skillsClient relationshipInterpersonal communication
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