About the role#
This is a 10.5-week internship within Key Investment Services. You will gain hands-on experience in the wealth management industry by working alongside a Private Client Advisor. The program runs from May 26, 2027, to August 6, 2027. This is a paid, full-time position.
What you'll do#
- Partner with a KIS Private Client Advisor.
- Participate in client discovery and financial planning, including data entry and analysis.
- Observe client meetings and assist with administrative tasks.
- Build client relationships and improve your interpersonal communication skills.
- Manage Salesforce records and assist with client event planning.
- Digitize client files and verify email information.
- Engage in Key Corp Enterprise learning labs and networking events.
- Collaborate on a Capstone Group Project regarding industry topics.
- Comply with all company policies and procedures.
What you'll need#
- Pursuing a four-year or graduate-level degree by May 2029 in finance, accounting, economics, or data science.
- A minimum 3.0 GPA.
- Demonstrated leadership and teamwork through work or extracurricular activities.
- Proficiency in Microsoft Excel and PowerPoint.
- Strong verbal, written, and presentation skills.
- Analytical and problem-solving capabilities.
- A valid driver's license.
- Participation in the Certified Financial Planner (CFP) program and completion of the exam prior to graduation is preferred.
- Note: This position is not eligible for employment visa sponsorship.
Location & details#
- Location: 128 Third Avenue SW, Albany, Oregon.
- 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
Applying early gives you a distinct advantage at KeyBank, as recruiters often review candidates before the applicant pool grows too large. Intern Insider sends an instant alert the moment a role matching your target is published, helping you secure a spot among the first applicants. This timing matters when competition for financial services roles is high. You can reach out to the recruiters behind these roles directly to ask about the position or a potential referral, which often improves your response rate. Intern Insider surfaces these specific contacts for you, allowing you to move beyond the standard application queue and connect with the people managing the process.
