Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Albany, OR
HybridNo visa sponsorship
Core
Support Private Client Advisors in client discovery, financial planning activities, data entry, analysis, and administrative tasks for Key's mass and mass affluent customer base.
Role type
Summer intern in investment services and wealth management
Builds
Investment and insurance products, financial planning services
Domain
Financial services / Wealth management
Required skills
Financial data analysis, Client relationship building, Microsoft Excel, PowerPoint, Problem solving
Preferred skills
CFP certification, Finance/Accounting/Economics coursework
Technologies
Salesforce, Microsoft Excel, PowerPoint
Responsibilities
Partner with Private Client Advisors, Participate in client discovery and financial planning, Observe client meetings, Digitize client files, Manage Salesforce book, Collaborate on Capstone Group Project
Seniority
Intern