Wealth Planning Internship: Data-Driven Client Experience

KeyCorp; Bellingham (WA); Hybrid; USD 30,000 - 34,000; Part time

Benefits offered by this job

Hourly pay

Sign-on bonus

In-office with flexible options

Job summary

Key Investment Services invites motivated students to join a 10.5-week internship in wealth management, partnering with a Private Client Advisor to gain hands-on experience. You will assist in client discovery, data entry, and planning activities while observing meetings and supporting daily tasks.

The role emphasizes developing client relationships, data verification, and event planning, with opportunities to participate in enterprise labs and a capstone project.

Qualifications

• Pursuing a four-year or graduate-level degree by May 2029 with focused coursework in finance, accounting, economics, and/or data science.
• Minimum 3.0 GPA with demonstrated leadership and teamwork through past work or activities.
• CFP certification preferred for candidates pursuing a financial advisor career.

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.
• Engage in enterprise learning labs and networking events.
• Collaborate on capstone group project addressing real-world industry topics.

Skills

Analytical Skills

Problem Solving

Communication

Presentation Skills

Technical Proficiency

Client Relationship

Interpersonal Communication

Education

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

Finance/Accounting/Economics/Data Science coursework

CFP certification is preferred

Tools

Microsoft Excel

PowerPoint

Job description

Key Investment Services invites motivated students to join a 10.5-week internship in wealth management, partnering with a Private Client Advisor to gain hands-on experience. You will assist in client discovery, data entry, and planning activities while observing meetings and supporting daily tasks.

The role emphasizes developing client relationships, data verification, and event planning, with opportunities to participate in enterprise labs and a capstone project.