Wealth Planning Intern (CFP Track) - Hybrid

KeyBank

Dayton (OH)

Hybrid

USD 26,000 - 37,000

Full time

14 days+

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Benefits offered by this job

Sign-on bonus

Hybrid work option

Job summary

KeyBank's Key Investment Services Internship offers a structured 10.5-week experience from May 26, 2027 to August 6, 2027. Interns work with a KIS Private Client Advisor on client discovery, financial planning, data entry, and relationship development in a wealth management context.

Ideal candidates are pursuing a finance/economics/data science degree, have leadership experience, and maintain a 3.0+ GPA. CFP involvement is preferred; internship pays hourly with a $2,000 sign-on bonus, located in

Qualifications

Pursuing a four-year or graduate-level degree by May 2029 with coursework in finance, accounting, economics, and/or data science.
CFP program participation and CFP exam prior to graduation is preferred.
Demonstrated leadership and teamwork through past work experience and/or extracurricular activities.
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.
Develop client relationships and interpersonal communication skills.