Planner Jobs

About The Position

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.
• Outstanding academic achievement with a minimum 3.0 GPA.
• Proficiency in Microsoft Excel and PowerPoint for data analysis and reporting.
• Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.

Nice To Haves

• Participation in the Certified Financial Planner (CFP) program and completion of the CFP exam prior to graduation is preferred.
• Certified Financial Planner (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 Salesforce book and assist in planning client events.
• Engage in Key Corp 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/or activities may change or new ones may be assigned at any time with or without notice.
• Comply with all KeyBank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Benefits

• Hourly rate of $23 per hour
• $2,000.00 Summer Internship Sign-on Bonus