Location:

2633 N Pearl Street - Tacoma, Washington 98407-2495

Summer 2025 Key Investment Services Internship (Certified Financial Planner Track)- Tacoma & Lakewood, WA

Program Duration: MAY 28, 2025 – AUGUST 8, 2025

What does our Internship Program offer? 

Key’s Enterprise Internship is a 10.5-week program that provides meaningful work that matters, offers feedback and coaching, and creates engaging events and conversations that will spark excitement and interest in bringing one’s full-time career to Key post college.

Interns are involved in a host of line of business specific projects that directly impact and benefit Key’s business and strategic pillars. The program includes networking with Key teammates across all levels of the organization, a series of Learning Labs where internal and external speakers provide insight on Key’s competitive landscape, financial wellness, and professional development best practices, and an assigned mentor who shares knowledge, experience, and advice.

Key Investment Services

Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.  KIS provides investment guidance, planning services, investment and insurance products to Key’s mass and mass affluent customer base.  We help customers plan for retirement, educate their families, save on taxes, and pass wealth from one generation to the next.

About the Key Investment Services Internship Program

KIS will introduce you to all aspects of the retail investment industry operating from a retail bank.  This will include partnering with one of Private Client Advisors during the summer in one of our branches across the country.  A full 10-week curriculum will expose you to experience of being of Financial Advisor.   Details are list in the responsibilities and curriculum below. Opportunity to obtain the Securities Industry Essentials license (SIE) during the internship.

Job Responsibilities

KIS interns will be partnered with a KIS PCAInterns will be introduced to a variety of skills and competencies:Client DiscoveryCase studiesFinancial Planning – data entry and analysisClient meeting observationsBasic administrative workClient relationship skillsInterpersonal communicationRetail partnerships

Additional Curriculum and Development

Interns will participate in a series of weekly trainings, including:PCA Job ShadowingMarket and regional meetingsCase study interpretation & analysis – Regional Director of Financial PlanningEconomic & Investment Trends – Chief Investment Office

Qualifications

Graduating with a four-year degree or graduate level degree by May 2026 with focused coursework in finance, accounting, economics and/or data science (preferred)Individuals pursuing a career as a Financial Advisor and are participating in the CFP program in their education and will complete CFP exam prior to graduation.Outstanding academic achievement (minimum 3.0 GPA)Demonstrated leadership and teamwork from past work experience and/or extracurricular activitiesBring solid analytical, problem solving, communication and presentation skillsProficiency in Excel and PowerPoint

Compensation and Benefits

This position is eligible to earn an hourly rate of $21 per hour. Compensation also includes a $1,000.00 Summer Internship Sign-on Bonus.

KeyBank’s Campus Program Internship and Analyst positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

COMPENSATION AND BENEFITS

This position is eligible to earn an hourly rate of $21 per hour. Compensation also includes a $1,000.00 Summer Internship Sign-on Bonus.

Please click here for a list of benefits for which this position is eligible.

Job Posting Expiration Date: 11/30/2024

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

 

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.