Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Boise, ID

KeyBank•Boise, ID

2d•Hybrid

About The Position

Key Investment Services LLC (KIS), a FINRA-registered broker/dealer and SEC-registered investment advisory firm, provides investment guidance, planning services, and investment and insurance products to Key’s mass and mass affluent customer base. Its services help customers plan for retirement, educate their families, save on taxes, and transfer wealth across generations. This structured 10.5-week internship provides exposure to the wealth management industry through hands-on work, ongoing feedback and coaching, and professional development events and discussions. Interns partner with a KIS Private Client Advisor and participate in client discovery and financial planning activities. The program also includes KeyCorp Enterprise learning labs, networking events, and a capstone group project focused on real-world industry topics. The program runs from May 26, 2027, through August 6, 2027, at 702 W Idaho, Boise, Idaho. The position pays $23 per hour and includes a $2,000 summer internship sign-on bonus. Key’s workspaces prioritize in-office presence while providing flexible options where roles can be performed effectively in a mobile environment. Internship and analyst positions are not eligible for employment visa sponsorship.

Requirements

Pursuing a four-year or graduate-level degree by May 2029, with focused coursework in finance, accounting, economics, and/or data science.
Demonstrated leadership and teamwork through work experience and/or extracurricular activities.
Minimum 3.0 GPA and outstanding academic achievement.
Analytical skills to analyze financial data and client information for planning and decision-making.
Problem-solving skills to identify issues and develop effective solutions in a financial services context.
Strong verbal and written communication skills for client interaction and team collaboration.
Ability to create and deliver presentations using tools such as PowerPoint.
Proficiency in Microsoft Excel and PowerPoint for data analysis and reporting.
Ability to build and maintain client relationships.
Effective interpersonal communication with clients and team members.
Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
Ability to meet the stated physical demands, including prolonged sitting, face-to-face or telephone communication, frequent PC/laptop use, and occasional lifting, pushing, or pulling of bags up to 10 lbs.

Nice To Haves

Participation in the Certified Financial Planner (CFP) program and completion of the CFP exam prior to graduation are preferred.
CFP certification is preferred for candidates pursuing a career as a Financial Advisor.

Responsibilities

Partner with a KIS Private Client Advisor to gain hands-on experience.
Participate in client discovery and financial planning activities, including data entry and analysis.
Observe client meetings and assist with basic administrative tasks.
Develop client relationships and interpersonal communication skills.
Digitize client files and verify client email information.
Manage the Salesforce book and assist in planning client events.
Engage in KeyCorp Enterprise learning labs and networking events.
Collaborate on a capstone group project addressing real-world industry topics.
Perform other duties as assigned; duties, responsibilities, and activities may change or new ones may be assigned at any time with or without notice.
Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of Key’s clients and Key.