Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Goshen, IN

KeyBank • Goshen, IN

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 Summer 2027 internship is a structured 10.5-week experience intended to provide exposure to the wealth management industry through meaningful work, ongoing feedback and coaching, and professional development events and discussions. The internship runs from May 26, 2027, through August 6, 2027, and is located at 221 North Main Street, Goshen, Indiana.

The intern will partner with a KIS Private Client Advisor and gain hands-on experience with client discovery and financial planning activities. The role also involves observing client meetings, supporting administrative and client relationship work, managing Salesforce information, participating in enterprise learning and networking events, and collaborating on a capstone project. Interns must comply with KeyBank policies and procedures and conduct business professionally and ethically, in the best interests of Key’s clients and Key.

Requirements

• Be pursuing a four-year or graduate-level degree by May 2029, with focused coursework in finance, accounting, economics, and/or data science.
• Demonstrate leadership and teamwork through prior work experience and/or extracurricular activities.
• Have a minimum 3.0 GPA.
• Demonstrate analytical skills to analyze financial data and client information for planning and decision-making.
• Demonstrate problem-solving ability in a financial services context.
• Have strong verbal and written communication skills.
• Be able to create and deliver presentations using tools such as PowerPoint.
• Be proficient in Microsoft Excel and PowerPoint.
• Be able to build and maintain client relationships and communicate effectively with clients and team members.
• Have a valid driver’s license and ability to routinely and frequently operate a motor vehicle.
• Be able 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 weighing up to 10 pounds.

Nice To Haves

• Participation in the Certified Financial Planner (CFP) program and completion of the CFP exam prior to 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, and activities may change or new ones may be assigned.
• 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.

Benefits

• Hourly rate of $23.
• $2,000 summer internship sign-on bonus.
• Eligible for a list of benefits referenced by the employer; specific benefits are not provided in the posting.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern