Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Goshen, IN
HybridNo visa sponsorship
Core
Support Private Client Advisors with client discovery, financial planning data entry, analysis, and administrative tasks for Key's mass and mass affluent customer base.
Role type
Summer intern (finance/wealth management)
Builds
Client financial plans and digitized client files
Domain
Financial services / Wealth management
Deliverable
dashboards & analysis
Required skills
Financial data analysis, Microsoft Excel, Client relationship building, Presentation skills, Problem solving
Responsibilities
Partner with Private Client Advisors, Participate in client discovery and financial planning activities, Observe client meetings, Digitize client files, Manage Salesforce book, Collaborate on a Capstone Group Project
Seniority
Intern