About the role#
This is a 10.5-week summer 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.
What you'll do#
- Partner with a Private Client Advisor to support financial planning and client discovery.
- Perform data entry and analysis to support planning and decision-making.
- Observe client meetings and assist with administrative tasks.
- Manage Salesforce records and help plan client events.
- Digitize client files and verify contact information.
- Develop interpersonal skills by building client relationships.
- Participate in Key Corp Enterprise learning labs and networking events.
- Collaborate with peers on a Capstone Group Project.
- Comply with all company policies, ethical standards, and procedures.
What you'll need#
- Pursuing a four-year or graduate-level degree with an expected graduation date by May 2029.
- Focused coursework in finance, accounting, economics, or data science.
- A minimum 3.0 GPA.
- Proficiency in Microsoft Excel and PowerPoint.
- Strong verbal and written communication skills.
- Demonstrated leadership and teamwork experience.
- Analytical and problem-solving capabilities.
- Participation in the Certified Financial Planner (CFP) program is preferred, as is completion of the CFP exam prior to graduation.
- Ability to operate a motor vehicle with a valid driver's license.
- Note: This position is not eligible for employment visa sponsorship.
Location & details#
- Location: 221 North Main Street, Goshen, Indiana.
- Modality: Hybrid.
- Employment: Full time, paid at $23 per hour with 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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