Wealth Management Internship – CFP Track (Hybrid)

KeyCorp; Pottstown (Montgomery County); On-site; USD 43,000 - 48,000; Part time

Benefits offered by this job

Sign-on bonus

In-office presence prioritized

Hybrid work options

Job summary

Key Investment Services LLC (KIS) in partnership with KeyCorp invites motivated students to join a structured 10.5-week internship in the wealth management space in Pottstown, PA. You will support private client advisors, gain hands-on experience in financial planning, data entry, and client communication, and participate in capstone projects with real-world relevance.

Expected to develop relationships, digitize files, and assist in events planning while leveraging Salesforce and corporate

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.

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.

Skills

Analytical Skills

Communication

Presentation Skills

Microsoft Excel

PowerPoint

Client Relationship

Interpersonal Communication

Education

Pursuing a four-year or graduate degree by May 2029

CFP pursuit preferred

Tools

Salesforce

Job description

Key Investment Services LLC (KIS) in partnership with KeyCorp invites motivated students to join a structured 10.5-week internship in the wealth management space in Pottstown, PA. You will support private client advisors, gain hands-on experience in financial planning, data entry, and client communication, and participate in capstone projects with real-world relevance.

Expected to develop relationships, digitize files, and assist in events planning while leveraging Salesforce and corporate