Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Albany, OR

KeyBank•Albany, OR

2d•Hybrid

About The Position

The Key Investment Services Internship is a structured 10.5-week experience designed to provide meaningful exposure to the wealth management industry. Interns will work with a KIS Private Client Advisor, participate in financial planning activities, and receive ongoing feedback and coaching. The program also includes professional development events and discussions intended to support growth and interest in a long-term career at Key. The program runs from May 26, 2027, through August 6, 2027, in Albany, Oregon. Key Investment Services LLC is a FINRA-registered broker-dealer and SEC-registered investment advisory firm, and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency. KIS provides investment guidance, planning services, and investment and insurance products to Key’s mass and mass affluent customers. The role requires routine and frequent operation of a motor vehicle with a valid driver’s license. KeyBank internship and analyst positions are not eligible for employment visa sponsorship. The position offers an hourly rate of $23 and a $2,000 summer internship sign-on bonus. Key prioritizes in-office presence while offering flexible options when a role can be performed effectively in a mobile environment.

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 past work experience and/or extracurricular activities.
Have a minimum 3.0 GPA.
Have analytical skills to evaluate financial data and client information for planning and decision-making.
Have problem-solving skills to identify issues and develop effective solutions in a financial services context.
Have strong verbal and written communication skills for client interaction and team collaboration.
Be able to create and deliver presentations using tools such as PowerPoint.
Be proficient in Microsoft Excel and PowerPoint for data analysis and reporting.
Have skills in building and maintaining client relationships.
Be able to routinely and frequently operate a motor vehicle and hold a valid driver’s license.
Be aware that KeyBank internship and analyst positions are not eligible for employment visa sponsorship.
Meet the general office physical demands: prolonged sitting; communicating face-to-face or by phone with teammates and clients; frequent use of a PC/laptop; and occasional lifting, pushing, or pulling of backpacks or computer 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.
Participate 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.