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

KeyCorp
United States
Workplace: HybridFull timeUSD 23+ hourlyFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Communication","Problem-solving","Leadership","Teamwork","Client relationship"]

Support Key Investment Services Private Client Advisors through client discovery, financial planning activities, and data entry/analysis. Observe client meetings, assist with administrative tasks, digitize client files, and verify client email information. Manage a Salesforce book, help plan client events, and collaborate on a capstone project while participating in enterprise learning labs and networking events.

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FursaFursa
KeyCorp
KeyCorp
1 day ago

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

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live

Job Summary

Support Key Investment Services Private Client Advisors through client discovery, financial planning activities, and data entry/analysis. Observe client meetings, assist with administrative tasks, digitize client files, and verify client email information. Manage a Salesforce book, help plan client events, and collaborate on a capstone project while participating in enterprise learning labs and networking events.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Intern level

Key Responsibilities

  • •Partner with a KIS Private Client Advisor to gain hands-on experience in wealth management.
  • •Assist with client discovery and financial planning activities, including data entry and analysis.
  • •Observe client meetings and support basic administrative tasks, including digitizing client files and verifying client email information.
  • •Manage a Salesforce book and assist in planning client events.
  • •Collaborate on a capstone group project and participate in enterprise learning labs and networking events.

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.
  • •Minimum 3.0 GPA.
  • •Strong verbal and written communication skills, with ability to create and deliver presentations (e.g., PowerPoint).
Education:Bachelor's
Skills:CommunicationProblem-solvingLeadershipTeamworkClient relationship
Certifications:Certified Financial Planner (CFP)
Tech Stack:SalesforceMicrosoft ExcelPowerPoint

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