Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Bellingham, WA

KeyBank•Bellingham, WA

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 customers. The 10.5-week internship runs from May 26, 2027, through August 6, 2027, and offers exposure to the wealth management industry through practical work, coaching, and professional development activities. The internship is based at 1221 N State Street, Bellingham, Washington. Key prioritizes in-office presence while offering flexible options where roles can be performed effectively in a mobile environment. The intern partners with a KIS Private Client Advisor and participates in client discovery and financial planning activities, client meetings, relationship-building, administrative work, and client-event planning. The program also includes enterprise learning labs, networking events, and a capstone group project on real-world industry topics. The position pays $23 per hour and includes a $2,000 summer internship sign-on bonus.

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 past work experience and/or extracurricular activities.
Minimum 3.0 GPA and outstanding academic achievement.
Analytical ability to review financial data and client information to support planning and decision-making.
Problem-solving ability 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 to support financial wellness.
Effective interpersonal communication with clients and team members.
Valid driver’s license and ability to routinely and frequently operate a motor vehicle.
Ability to meet the stated physical demands, including prolonged sitting, face-to-face or phone communication, frequent PC/laptop use, and occasional lifting, pushing, or pulling of bags weighing up to 10 pounds.
Must not require employment visa sponsorship to maintain employment eligibility.

Nice To Haves

Participation in the Certified Financial Planner (CFP) program and completion of the CFP exam before graduation.
CFP certification 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, or 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.