CFP Track Wealth Management Internship Albany – Summer 2027

KeyCorp; Albany (OR); Hybrid; USD 30,000 - 33,000; Full time

Benefits offered by this job

Sign-on bonus

Job summary

Key Investment Services LLC (KIS) offers a Summer 2027 Internship in Albany, OR, spanning May 26, 2027 to August 6, 2027. The program provides exposure to wealth management, with a capstone project and ongoing coaching. CFP track preferred with strong academics and demonstrated leadership.

Interns work with private client advisors, engage in data entry, client discovery, and events planning, and develop relationships while learning Salesforce and Excel tools.

Qualifications

• Pursuing a four‑year or graduate degree by May 2029 with focused coursework in finance, accounting, economics, and/or data science.
• Participation in the CFP program and completion of the CFP exam prior to graduation is preferred.
• Certified Financial Planner (CFP) certification is preferred for candidates pursuing a career as a Financial Advisor.

Responsibilities

• Partner with a KIS Private Client Advisor to gain hands-on experience.
• Participate in client discovery and financial planning activities including data entry and analysis.
• Observe client meetings and assist with basic administrative tasks.
• Develop client relationships and interpersonal communication skills.
• Digitize client files and verify client email information.
• Manage Salesforce book and assist in planning client events.
• Engage in Key Corp Enterprise learning labs and networking events.
• Collaborate on a Capstone Group Project addressing real-world industry topics.

Skills

Analytical skills

Problem solving

Communication

Presentation skills

Excel

PowerPoint

Client relationships

Interpersonal communication

Education

Finance-related degree

GPA 3.0+

Tools

Salesforce

Job description

Key Investment Services LLC (KIS) offers a Summer 2027 Internship in Albany, OR, spanning May 26, 2027 to August 6, 2027. The program provides exposure to wealth management, with a capstone project and ongoing coaching. CFP track preferred with strong academics and demonstrated leadership.

Interns work with private client advisors, engage in data entry, client discovery, and events planning, and develop relationships while learning Salesforce and Excel tools.