Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Toledo, OH

KeyBank • Toledo, OH

2d • Hybrid

About The Position

Key Investment Services LLC (KIS), a FINRA-registered broker/dealer and SEC-registered investment advisory firm that partners with a licensed insurance agency, provides investment guidance, planning services, and investment and insurance products to Key’s mass and mass affluent customers. Its services help customers plan for retirement, educate their families, save on taxes, and pass wealth between generations.

This structured 10.5-week internship runs from May 26, 2027, through August 6, 2027, in Toledo, Ohio. Interns gain exposure to wealth management through hands-on work with a KIS Private Client Advisor, financial planning activities, client interactions, coaching, learning labs, networking events, and a capstone group project. The position is hourly and includes a summer internship sign-on bonus. Key prioritizes in-office presence while offering flexible options when work 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 work experience and/or extracurricular activities.
• Have a minimum 3.0 GPA.
• Demonstrate analytical skills to analyze financial data and client information.
• 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.
• Demonstrate client relationship and interpersonal communication skills.
• Be able to routinely and frequently operate a motor vehicle and hold a valid driver’s license.
• Meet KeyBank’s stated employment eligibility requirements; internship and analyst positions are not eligible for employment visa sponsorship.

Nice To Haves

• Participation in the Certified Financial Planner (CFP) program and completion of the CFP exam before graduation.
• 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 a 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, which may change or be added at any time.
• 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.
• The posting refers applicants to a separate list of eligible benefits but does not specify those benefits.

What This Job Offers

• Career Level: Intern