Wealth Management Internship: CFP Track & Client Planning

KeyBank; Bellingham (WA); On-site; USD 26,000 - 37,000; Full time

Benefits offered by this job

Summer Internship Sign-on Bonus

Job summary

KeyBank's internship program in the Wealth Management division offers a 10.5‑week experience designed to provide meaningful exposure to the wealth management industry. Interns will engage in client discovery, data analysis, and planning activities, while gaining hands‑on experience alongside a Private Client Advisor.

You will observe client meetings, assist with administrative tasks, and develop relationships while participating in learning labs and a capstone project addressing real‑world

Qualifications

• Pursuing a four‑year or graduate‑level degree by May 2029 with focused coursework in finance, accounting, economics, and/or data science.

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

Technical Proficiency

Client Relationship

Interpersonal Communication

Education

Pursuing four-year or graduate degree by May 2029 in finance, accounting, economics, or data science

CFP program participation and CFP exam completion preferred

Certified Financial Planner (CFP) certification preferred

Tools

Microsoft Excel

PowerPoint

Job description

KeyBank's internship program in the Wealth Management division offers a 10.5‑week experience designed to provide meaningful exposure to the wealth management industry. Interns will engage in client discovery, data analysis, and planning activities, while gaining hands‑on experience alongside a Private Client Advisor.

You will observe client meetings, assist with administrative tasks, and develop relationships while participating in learning labs and a capstone project addressing real‑world