Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Bellingham, WA
Core
Summer internship providing hands-on exposure to wealth management, financial planning, and client relationship support for mass and mass affluent customers.
Role type
Summer intern (finance/wealth management track)
Builds
Client financial plans, digitized client files, and support for Private Client Advisors
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial data analysis, Microsoft Excel, client relationship building, presentation skills, problem solving
Preferred skills
CFP certification, finance/accounting/economics coursework, leadership experience
Technologies
Salesforce, Microsoft Excel, PowerPoint
Responsibilities
Partner with Private Client Advisors, assist in client discovery and financial planning, observe client meetings, digitize client files, manage Salesforce book, collaborate on Capstone Group Project
Seniority
Intern