Wealth Planning Internship - CFP Pathway (Summer 2027)

KeyBank; Albany (OR); On-site; USD 26,000 - 37,000; Part time

Benefits offered by this job

Summer internship bonus

Job summary

KeyBank’s Key Investment Services Internship offers a structured 10.5-week program in Albany, Oregon, delivering hands-on exposure to wealth management. Interns partner with a KIS Private Client Advisor to engage in client discovery, data entry, and financial planning while observing client meetings and assisting with admin tasks.

You’ll build client relationships, digitize files, manage Salesforce, and participate in enterprise learning labs and a capstone project addressing real-world topics.

Qualifications

• Pursuing a four-year or graduate degree by May 2029 in finance, accounting, economics, or data science.
• Participation in CFP program and completion of the CFP exam prior to graduation is preferred.
• Outstanding academics with a minimum 3.0 GPA and demonstrated leadership.

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.

Skills

Analytical skills

Problem solving

Communication

Presentation skills

Microsoft Excel

PowerPoint

Client relationships

Interpersonal skills

Education

Pursuing four-year or graduate degree in finance/economics/data science

Tools

Salesforce

Microsoft Excel

PowerPoint

Job description

KeyBank’s Key Investment Services Internship offers a structured 10.5-week program in Albany, Oregon, delivering hands-on exposure to wealth management. Interns partner with a KIS Private Client Advisor to engage in client discovery, data entry, and financial planning while observing client meetings and assisting with admin tasks.

You’ll build client relationships, digitize files, manage Salesforce, and participate in enterprise learning labs and a capstone project addressing real-world topics.