Wealth Management Internship — Hybrid, $2K Sign-On Bonus

KeyBank; Vandalia (OH); On-site; USD 30,000 - 33,000; Part time

Benefits offered by this job

Summer Internship Sign-on Bonus

Job summary

The Key Investment Services Internship in Vandalia, OH offers a structured 10.5-week program designed to provide meaningful exposure to wealth management. You will partner with a KIS Private Client Advisor, participate in client discovery and financial planning activities, and support data entry, analysis, and event planning.

Applicants are pursuing a four-year or graduate degree with finance/economics/data science focus; CFP participation is preferred.

Qualifications

• Analytical skills to analyze financial data and client information.
• Ability to engage in financial planning activities and data entry.
• Strong communication and teamwork in a client-focused environment.

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.
• Collaborate on a Capstone Group Project addressing real-world topics.
• Comply with KeyBank policies and professional standards.

Skills

Analytical Skills

Problem Solving

Communication

Presentation Skills

Excel & PowerPoint

Client Relationships

Interpersonal Communication

Education

Pursuing a four-year or graduate-level degree by May 2029

Tools

Salesforce

Job description

The Key Investment Services Internship in Vandalia, OH offers a structured 10.5-week program designed to provide meaningful exposure to wealth management. You will partner with a KIS Private Client Advisor, participate in client discovery and financial planning activities, and support data entry, analysis, and event planning.

Applicants are pursuing a four-year or graduate degree with finance/economics/data science focus; CFP participation is preferred.