Hybrid Wealth Management Internship (Paid)

KeyCorp; Boise (ID); Hybrid; USD 26,000 - 37,000; Part time

Benefits offered by this job

Hybrid in-office with flexible options

Sign-on bonus $2,000

Hourly internship pay

Job summary

Key Investment Services LLC (KIS) is offering a 10.5-week internship designed to provide exposure to the wealth management industry. You will partner with a Private Client Advisor, help with client discovery and planning, and support data entry, analysis, and events planning.

Ideal candidates are pursuing a four-year or graduate degree with focus on finance, economics, or data science; CFP participation is preferred. The role includes in-office work with hybrid options and a sign-on bonus.

Qualifications

• Pursuing a four-year or graduate-level degree by May 2029 with focus on finance, accounting, economics, or data science.
• Participation in CFP program and CFP exam preferred.

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 may change with notice.

Skills

Analytical Skills

Problem Solving

Communication

Presentation Skills

Technical Proficiency

Client Relationship

Interpersonal Communication

Education

Pursuing four-year or graduate degree in finance/economics/data science

Tools

Salesforce

Microsoft Excel

PowerPoint

Job description

Key Investment Services LLC (KIS) is offering a 10.5-week internship designed to provide exposure to the wealth management industry. You will partner with a Private Client Advisor, help with client discovery and planning, and support data entry, analysis, and events planning.

Ideal candidates are pursuing a four-year or graduate degree with focus on finance, economics, or data science; CFP participation is preferred. The role includes in-office work with hybrid options and a sign-on bonus.