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

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

Gain hands-on exposure to wealth management through a structured 10.5-week internship. Partner with a Key Investment Services Private Client Advisor, support client discovery and financial planning via data entry and analysis, observe client meetings, and help with administrative tasks like digitizing files and maintaining accurate email records. Manage a Salesforce book, assist with client event planning, and collaborate on a capstone project with enterprise learning labs and networking events.

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KeyCorp
KeyCorp
1 day ago

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

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

Job Summary

Gain hands-on exposure to wealth management through a structured 10.5-week internship. Partner with a Key Investment Services Private Client Advisor, support client discovery and financial planning via data entry and analysis, observe client meetings, and help with administrative tasks like digitizing files and maintaining accurate email records. Manage a Salesforce book, assist with client event planning, and collaborate on a capstone project with enterprise learning labs and networking events.
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 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 focused 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.
  • •Certified Financial Planner (CFP) certification is preferred for candidates pursuing a career as a Financial Advisor.
Experience:Wealth managementFinancial servicesBroker-dealerInvestment advisory
Education:Bachelor's in finance, accounting, economics, and/or data science
Skills:Analytical skillsProblem-solvingCommunicationPresentation skillsClient relationship
Licenses:Valid driver’s license
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