Hybrid Wealth Management Internship: Data & Planning

KeyCorp; Toledo (OH); Hybrid; USD 26,000 - 37,000; Full time

Benefits offered by this job

Summer Internship Sign-on Bonus

Hybrid work option

Job summary

Key Investment Services LLC (KIS), in partnership with KeyCorp, offers a structured internship to provide meaningful exposure to wealth management. You will work with a Private Client Advisor on client discovery, financial planning data entry, and analytics while developing professional relationships and attending learning labs.

Eligible students are pursuing a four-year or graduate degree by May 2029, with a minimum 3.0 GPA and leadership experience.

Qualifications

• Pursuing a four-year or graduate-level 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.
• Demonstrated leadership and teamwork through past work experience and/or extracurricular activities.
• Outstanding academic achievement with a minimum 3.0 GPA.

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.
• Perform other duties as assigned; duties, responsibilities, and/or activities may change at any time.

Skills

Analytical Skills

Problem Solving

Communication

Presentation Skills

Technical Proficiency

Client Relationship

Interpersonal Communication

Education

Four-year or graduate degree by May 2029

CFP coursework preferred

Tools

Microsoft Excel

PowerPoint

Job description

Key Investment Services LLC (KIS), in partnership with KeyCorp, offers a structured internship to provide meaningful exposure to wealth management. You will work with a Private Client Advisor on client discovery, financial planning data entry, and analytics while developing professional relationships and attending learning labs.

Eligible students are pursuing a four-year or graduate degree by May 2029, with a minimum 3.0 GPA and leadership experience.