Wealth Management Intern: Data-Driven Client Planning

KeyBank; Chagrin Falls (OH); Sur place; USD 64 747 000 - 67 502 000; Temps partiel

Résumé du poste

Key Investment Services Internship in Ohio offers a 10.5-week exposure to the wealth management industry. Interns work with a KIS Private Client Advisor, participate in client discovery, data entry and planning activities, and observe client meetings while supporting administrative tasks.

Qualifications include pursuing a four-year or graduate degree by May 2029 with finance/economics/data science focus; CFP program participation preferred.

Qualifications

• Pursuing a four-year or graduate degree by May 2029 with focus on finance, accounting, economics, or data science.
• Participation in CFP program and completion of CFP exam preferred.
• Demonstrated leadership and teamwork; minimum 3.0 GPA.

Responsabilités

• Partner with a KIS Private Client Advisor to gain hands-on experience.
• Assist 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.
• Comply with KeyBank policies and professional conduct.

Connaissances

Analytical Skills

Problem Solving

Communication

Presentation Skills

Microsoft Excel

PowerPoint

Client Relationship

Interpersonal Communication

Formation

Pursuing four-year or graduate degree by May 2029

CFP program preferred

Outils

Microsoft Excel

PowerPoint

Description du poste

Key Investment Services Internship in Ohio offers a 10.5-week exposure to the wealth management industry. Interns work with a KIS Private Client Advisor, participate in client discovery, data entry and planning activities, and observe client meetings while supporting administrative tasks.

Qualifications include pursuing a four-year or graduate degree by May 2029 with finance/economics/data science focus; CFP program participation preferred.