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

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

Join Key Investment Services for a structured 10.5-week internship focused on the wealth management industry. Partner with a Private Client Advisor to support client discovery and financial planning activities, observe client meetings, and help with basic administrative tasks. Work on digitizing client files, verifying email information, managing a Salesforce book, and supporting client events. Participate in learning labs, networking, and a capstone project on real-world industry topics.

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KeyCorp
KeyCorp
1 day ago

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

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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 focused on the wealth management industry. Partner with a Private Client Advisor to support client discovery and financial planning activities, observe client meetings, and help with basic administrative tasks. Work on digitizing client files, verifying email information, managing a Salesforce book, and supporting client events. Participate in learning labs, networking, and a capstone project 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 a Salesforce book and assist in planning client events; collaborate on 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.
  • •Preferred participation in the Certified Financial Planner (CFP) program and completion of the CFP exam prior to graduation.
  • •Outstanding academic achievement with a minimum 3.0 GPA.
  • •Demonstrated leadership and teamwork through past work experience and/or extracurricular activities.
  • •Strong interest in a long-term career in wealth management, supported by the ability to work professionally and ethically.
Education:High School in finance, accounting, economics, and/or data science
Skills:Analytical skillsProblem solvingCommunicationPresentation skillsClient relationship
Certifications:Certified Financial Planner (CFP)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