Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Boise, ID

KeyCorp
Boise
Workplace: HybridInternshipUSD 23+ hourlyFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Leadership","Teamwork","Analytical skills","Problem-solving","Communication"]

Join Key Investment Services for a structured 10.5-week internship focused on wealth management exposure. You’ll partner with a Private Client Advisor, support client discovery and financial planning through data entry and analysis, digitize client files, and assist with basic administrative tasks. The role also includes managing a Salesforce book, participating in learning labs and networking events, and working on a capstone project on real industry topics.

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KeyCorp
KeyCorp
1 day ago

Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Boise, ID

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Last checked: 22 hours agoStatus: Live

Job Summary

Join Key Investment Services for a structured 10.5-week internship focused on wealth management exposure. You’ll partner with a Private Client Advisor, support client discovery and financial planning through data entry and analysis, digitize client files, and assist with basic administrative tasks. The role also includes managing a Salesforce book, participating in learning labs and networking events, and working on a capstone project on real industry topics.
Location: Boise
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 with data entry and analysis.
  • •Observe client meetings and assist with basic administrative tasks.
  • •Digitize client files and verify client email information.
  • •Manage Salesforce book entries and assist with planning client events; participate in learning labs, networking, and a capstone project.

Pay and Benefits

Salary: USD 23 hourly
Perks:Annual Bonus

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 in Microsoft Excel and PowerPoint for data analysis and reporting is expected.
Experience:Wealth managementFinancial services
Education:Bachelor's in finance, accounting, economics, data science
Skills:LeadershipTeamworkAnalytical skillsProblem-solvingCommunication
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