Wealth Management Internship: Data & Client Planning

KeyCorp; Pottstown (Montgomery County); On-site; USD 11,000 - 13,000; Full time

Job summary

Key Investment Services LLC (KIS) invites you to join a 10.5-week internship in wealth management at 1500 East High Street, Pottstown, PA. You will partner with a KIS Private Client Advisor, engage in client discovery and planning, and support data analysis and client services.

You will observe client meetings, digitize files, and help manage events while participating in learning labs and a capstone project. CFP coursework is encouraged.

Qualifications

• Pursuing a four-year or graduate degree by May 2029 with relevant coursework.
• CFP program preferred.
• Minimum GPA 3.0.

Responsibilities

• Partner with a KIS Private Client Advisor for hands-on experience.
• Participate in client discovery and financial planning activities.
• 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 all KeyBank policies and procedures, including ethics.

Skills

Analytical Skills

Problem Solving

Communication

Presentation Skills

Technical Proficiency

Client Relationship

Interpersonal Communication

Education

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

Tools

Microsoft Excel

PowerPoint

Job description

Key Investment Services LLC (KIS) invites you to join a 10.5-week internship in wealth management at 1500 East High Street, Pottstown, PA. You will partner with a KIS Private Client Advisor, engage in client discovery and planning, and support data analysis and client services.

You will observe client meetings, digitize files, and help manage events while participating in learning labs and a capstone project. CFP coursework is encouraged.