Wealth Management Internship: Client Planning & Data Analysis

KeyCorp; Chagrin Falls (OH); On-site; USD 26,000 - 37,000; Full time

Benefits offered by this job

Summer internship sign-on bonus

Job summary

Key Investment Services Internship in Chagrin Falls, OH offers a 10.5-week program to gain exposure to wealth management, data analysis, and client planning. You will pair with a Private Client Advisor and participate in client discovery, planning activities, and data entry while observing client meetings and supporting administrative tasks.

Eligibility includes pursuing a four-year or graduate degree by May 2029 with coursework in finance/economics/data science; CFP program and exam completion

Qualifications

• Pursuing a four-year or graduate degree by May 2029 with coursework in finance/accounting/economics/data science.
• CFP program is preferred for candidates.
• Outstanding academic achievement with a minimum 3.0 GPA.

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.
• 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 topics.
• Perform other duties as assigned; comply with company policies.

Skills

Analytical skills

Problem solving

Communication

Presentation skills

Excel

PowerPoint

Client relationships

Interpersonal communication

Education

Pursuing four-year or graduate degree in finance/accounting/economics/data science; CFP program preferred

Tools

Microsoft Excel

PowerPoint

Job description

Key Investment Services Internship in Chagrin Falls, OH offers a 10.5-week program to gain exposure to wealth management, data analysis, and client planning. You will pair with a Private Client Advisor and participate in client discovery, planning activities, and data entry while observing client meetings and supporting administrative tasks.

Eligibility includes pursuing a four-year or graduate degree by May 2029 with coursework in finance/economics/data science; CFP program and exam completion