Wealth Management Internship: Client Advisory & Planning

KeyBank

Erie (Erie County)

On-site

USD 42,000 - 52,000

Full time

14 days+

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Benefits offered by this job

Summer Internship Sign-on Bonus

In-office with flexible options

Job summary

KeyBank Internship Program in Erie, PA offers a structured 10.5-week experience within wealth management. Interns gain hands-on exposure while collaborating with a Private Client Advisor on client discovery, planning, data entry, and event planning.

Preferred candidates are pursuing a four-year or graduate degree with finance/economics/data science focus, and CFP participation is a plus. Internship includes a signing bonus and potential career growth within KeyBank.

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 Certified Financial Planner (CFP) program and completion of the CFP exam prior to graduation is 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, responsibilities, and/or activities may change.
Comply with all KeyBank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key.