About the role#
The Key Investment Services Internship is a 10.5-week program designed to provide experience in the wealth management industry. You will work alongside a Private Client Advisor to learn the business, participate in client discovery, and contribute to financial planning projects. This is a full-time, paid summer position that includes a sign-on bonus and opportunities to network through Key Corp Enterprise learning labs.
What you'll do#
- Partner with a Private Client Advisor to gain hands-on experience.
- Participate in client discovery and financial planning, including data entry and analysis.
- Observe client meetings and assist with administrative tasks.
- Manage Salesforce records and help plan client events.
- Digitize client files and verify contact information.
- Collaborate on a Capstone Group Project focused on industry topics.
- Develop interpersonal communication skills and build client relationships.
- Comply with all company policies and ethical standards.
What you'll need#
- Pursuing a four-year or graduate-level degree with an expected graduation date by May 2029.
- Coursework in finance, accounting, economics, or data science.
- A minimum 3.0 GPA and a history of leadership or teamwork.
- A valid driver's license.
- Participation in the Certified Financial Planner (CFP) program is preferred.
- Proficiency in Microsoft Excel and PowerPoint.
- Ability to analyze data, solve problems, and communicate effectively with clients.
- Note that this position is not eligible for employment visa sponsorship.
Location & details#
- Location: Boise, Idaho.
- Term: Summer 2027 (May 26, 2027 to August 6, 2027).
- Work Modality: Hybrid.
- Compensation: $23 per hour plus a $2,000 sign-on bonus.
About KeyBank
KeyCorp is a financial services company based in Cleveland, Ohio. It provides retail and commercial banking, investment management, and consumer finance products. The company serves individuals and businesses across the United States and in international markets. It operates as a public company with over 23,000 employees.
How to get in at KeyBank
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