About the role#
The Key Investment Services Internship is a 10.5-week program for students interested in wealth management. You will work directly with a Private Client Advisor to learn the business, observe client meetings, and assist with financial planning tasks. This role provides exposure to investment guidance, retirement planning, and wealth transfer strategies. You will also complete a Capstone Group Project and participate in enterprise learning labs.
What you'll do#
- Partner with a Private Client Advisor to gain hands-on industry experience.
- Participate in client discovery, including data entry and financial analysis.
- Assist with administrative tasks and digitize client files.
- Manage Salesforce records and help plan client events.
- Verify client email information and maintain professional communication.
- Engage in networking events and collaborate on a team project.
- Comply with all company policies and ethical standards.
What you'll need#
- You are pursuing a four-year or graduate degree with an expected graduation date by May 2029.
- Coursework focus in finance, accounting, economics, or data science.
- A minimum 3.0 GPA.
- Demonstrated leadership and teamwork skills.
- Proficiency in Microsoft Excel and PowerPoint.
- Strong verbal and written communication skills.
- Analytical and problem-solving abilities.
- A valid driver's license.
- Participation in the Certified Financial Planner (CFP) program is preferred.
Location & details#
- Location: Toledo, Ohio.
- Term: Summer 2027 (May 26, 2027 - August 6, 2027).
- Work Modality: Hybrid.
- Employment Type: Full-time.
- Compensation: $23 per hour plus a $2,000 sign-on bonus.
- Note: This position does not offer employment visa sponsorship.
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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