Hybrid Wealth Management Internship: Data & Client Impact

KeyCorp; Vandalia (OH); On-site; USD 32,000 - 34,000; Full time

Benefits offered by this job

Summer Internship Sign-on Bonus

Job summary

Key Investment Services LLC (KIS) offers a structured 10.5-week internship designed to provide exposure to the wealth management industry. You will partner with a KIS Private Client Advisor, assist with client discovery, data entry, and financial planning activities, and observe client meetings to build relationships.

Interns participate in enterprise learning labs and capstone projects, with ongoing feedback and coaching to foster professional growth and a long-term career at Key.

Qualifications

• Pursuing a four-year or graduate‑level degree with coursework in finance, accounting, economics, and/or data science.
• Participation in CFP program and completion of CFP exam preferred.
• Demonstrated leadership and teamwork through prior experience and strong academic record.

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.

Skills

Analytical Skills

Problem Solving

Communication

Presentation Skills

Technical Proficiency

Client Relationship

Interpersonal Communication

Education

Pursuing a four-year or graduate‑level degree by May 2029

Tools

Microsoft Excel

PowerPoint

Job description

Key Investment Services LLC (KIS) offers a structured 10.5-week internship designed to provide exposure to the wealth management industry. You will partner with a KIS Private Client Advisor, assist with client discovery, data entry, and financial planning activities, and observe client meetings to build relationships.

Interns participate in enterprise learning labs and capstone projects, with ongoing feedback and coaching to foster professional growth and a long-term career at Key.