Wealth Planning Intern: Client Focus & Analytics (Hybrid)

KeyCorp; Town of Cicero (NY); On-site; USD 26,000 - 37,000; Full time

Benefits offered by this job

Summer Internship Sign-on Bonus

Job summary

Key Investment Services is offering a 10.5-week internship in the wealth management field at 7950 Brewerton Road, Cicero, NY. You will work with a Private Client Advisor, participate in discovery, data entry, and planning activities, and gain exposure to client meetings and administrative tasks.

The program emphasizes hands-on learning, feedback, and networking, with a capstone project and involvement in enterprise labs and events within KeyCorp’s wealth management ecosystem.

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 CFP program and completion of the CFP exam prior to graduation is preferred.
• Demonstrated leadership and teamwork with a minimum 3.0 GPA.

Responsibilities

• Partner with a KIS Private Client Advisor for hands-on experience.
• Participate in client discovery, data entry, 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.
• Comply with all KeyBank policies and procedures, including ethical conduct.

Skills

Analytical Skills

Problem Solving

Communication

Presentation Skills

Excel & PowerPoint

Client Relationship

Interpersonal Skills

Education

Four-year or graduate degree

Tools

Salesforce

Job description

Key Investment Services is offering a 10.5-week internship in the wealth management field at 7950 Brewerton Road, Cicero, NY. You will work with a Private Client Advisor, participate in discovery, data entry, and planning activities, and gain exposure to client meetings and administrative tasks.

The program emphasizes hands-on learning, feedback, and networking, with a capstone project and involvement in enterprise labs and events within KeyCorp’s wealth management ecosystem.