Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Dayton, OH

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

Gain structured exposure to the wealth management industry by partnering with a KIS Private Client Advisor on client discovery, financial planning activities, and day-to-day administrative support. Support research and analysis, observe client meetings, digitize and verify client information, manage a Salesforce book, and help with client events. Participate in learning labs, networking, and a capstone 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) - Dayton, OH

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

Job Summary

Gain structured exposure to the wealth management industry by partnering with a KIS Private Client Advisor on client discovery, financial planning activities, and day-to-day administrative support. Support research and analysis, observe client meetings, digitize and verify client information, manage a Salesforce book, and help with client events. Participate in learning labs, networking, 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 to gain hands-on experience.
  • •Participate in 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, learning labs, and networking; contribute to 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.
  • •Outstanding academic achievement with a minimum 3.0 GPA.
  • •Proficiency with Microsoft Excel and PowerPoint for data analysis and reporting.
Education:Bachelor's in Finance, accounting, economics, and/or data science
Skills:Analytical skillsProblem solvingCommunicationPresentation skillsRelationship building
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