About the role#
The Key Investment Services Internship is a 10.5-week program designed to provide exposure to the wealth management industry. You will gain experience in investment guidance and financial planning while working alongside a Private Client Advisor. This is a paid, full-time position that offers coaching and professional growth opportunities.
What you'll do#
- Partner with a Private Client Advisor to gain hands-on experience in the wealth management field.
- Participate in client discovery and financial planning activities, including data entry and analysis.
- Observe client meetings and assist with administrative tasks.
- Manage a Salesforce book and help plan client events.
- Collaborate with other interns on a Capstone Group Project focused on industry topics.
- Digitize client files and verify client contact information.
What you'll need#
- You must be pursuing a four-year or graduate-level degree with an expected graduation date by May 2029.
- Relevant coursework in finance, accounting, economics, business administration, or data science.
- A minimum 3.0 GPA.
- Demonstrated leadership and teamwork through work experience or extracurricular activities.
- Strong verbal and written communication skills.
- Proficiency in Microsoft Excel and PowerPoint.
- Participation in or completion of the Certified Financial Planner (CFP) program is preferred.
Location & details#
- Location: 2520 West 26th Street, Erie, Pennsylvania.
- Term: May 26, 2027, to August 6, 2027.
- Work Modality: This is an on-site position.
- Compensation: $23 per hour plus a $2,000 sign-on bonus.
- Note: This position is not eligible for 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.
How to get in at KeyBank
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