Wealth Planning Internship — CFP Track (Summer)

KeyCorp; Boise (ID); On-site; USD 12,398,000 - 15,154,000; Full time

Benefits offered by this job

Summer Internship Sign-on Bonus

Job summary

Key Investment Services is seeking motivated interns in Boise for a 10.5-week wealth management internship with KeyCorp. You will partner with a Private Client Advisor, participate in client discovery and planning, and support data entry, analysis, and meeting follow-ups.

You will gain exposure to financial planning, client communication, and event planning while developing relationships and professional skills through labs and capstone projects. May 2027–Aug 2027 internship window.

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.

Responsibilities

• Partner with a KIS Private Client Advisor to gain hands-on experience.
• Assist 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.
• Engage in Key Corp Enterprise learning labs and networking events.
• Collaborate on a Capstone Group Project addressing real-world industry topics.

Skills

Analytical

Problem solving

Communication

Presentation

Excel

PowerPoint

Client relationships

Interpersonal communication

Education

Pursuing bachelor or graduate degree

CFP program interest

Tools

Excel

PowerPoint

Job description

Key Investment Services is seeking motivated interns in Boise for a 10.5-week wealth management internship with KeyCorp. You will partner with a Private Client Advisor, participate in client discovery and planning, and support data entry, analysis, and meeting follow-ups.

You will gain exposure to financial planning, client communication, and event planning while developing relationships and professional skills through labs and capstone projects. May 2027–Aug 2027 internship window.