Summer 2027 Key Investment Services Internship (Certified Financial Planner Track)

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    KeyBank

    For every financial need, we'll meet you in the moment. KeyBank Opens Doors.

    10,001+ employeesCleveland , OhioBanking
    Actively hiringPaidSummer 2027Banking
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    About the role#

    The Key Investment Services Internship is a 10.5-week program focused on the wealth management industry. You will gain exposure to investment guidance, financial planning, and insurance products while working alongside Private Client Advisors. This role is a paid, full-time position.

    What you'll do#

    • Partner with a Private Client Advisor to gain hands-on experience.
    • Participate in client discovery and financial planning, including data entry and analysis.
    • Observe client meetings and assist with administrative tasks.
    • Manage Salesforce records and help plan client events.
    • Digitize client files and verify contact information.
    • Engage in enterprise learning labs and networking events.
    • Collaborate on a Capstone Group Project regarding industry topics.

    What you'll need#

    • Enrollment in a four-year or graduate-level degree program with an expected graduation by May 2029.
    • Coursework in finance, accounting, economics, business administration, or data science.
    • A minimum 3.0 GPA.
    • Demonstrated leadership and teamwork through work or extracurricular activities.
    • Strong verbal and written communication skills.
    • Proficiency in Microsoft Excel and PowerPoint.
    • Preference is given to those participating in the Certified Financial Planner (CFP) program.

    Location & details#

    • Location: Boise, Idaho.
    • Term: Summer 2027 (May 26, 2027, to August 6, 2027).
    • Work Modality: On-site.
    • This position does not offer employment visa sponsorship.

    About KeyBank

    KeyCorp is a financial services company based in Cleveland, Ohio. It provides retail and commercial banking, investment management, and consumer finance products. The company serves individuals and businesses across the United States and in international markets. It operates as a public company with over 23,000 employees.

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