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Summer 2025 Key Investment Services Internship (Certified Financial Planner Track)- Parker, CO

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KeyBank

13d ago

  • Internship
    Full-time
    Summer Internship
  • Business, Operations & Strategy
    Banking & Finance
  • Parker
  • Quick Apply
    7d left

AI generated summary

  • You must graduate by May 2026 with a relevant degree, pursue the CFP program, have a minimum 3.0 GPA, and demonstrate leadership, analytical skills, and proficiency in Excel and PowerPoint.
  • You will assist a PCA, engage in client discovery, observe meetings, analyze financial data, and complete administrative tasks while participating in weekly trainings on planning and investment trends.

Requirements

  • 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 activities
  • Bring solid analytical, problem solving, communication and presentation skills
  • Proficiency in Excel and PowerPoint

Responsibilities

  • KIS interns will be partnered with a KIS PCA
  • Interns will be introduced to a variety of skills and competencies:
  • Client Discovery
  • Case studies
  • Financial Planning – data entry and analysis
  • Client meeting observations
  • Basic administrative work
  • Client relationship skills
  • Interpersonal communication
  • Retail partnerships
  • Interns will participate in a series of weekly trainings, including:
  • PCA Job Shadowing
  • Market and regional meetings
  • Case study interpretation & analysis – Regional Director of Financial Planning
  • Economic & Investment Trends – Chief Investment Office

FAQs

What is the duration of the Summer 2025 Key Investment Services Internship?

The internship program will run from May 28, 2025, to August 8, 2025.

Where is the internship located?

The internship is located at 10951 S Parker Road, Parker, Colorado 80134.

What is the hourly wage for this internship?

The position offers an hourly rate of $21 per hour.

Is there a sign-on bonus for the internship?

Yes, there is a $1,000.00 Summer Internship Sign-on Bonus included.

What are the qualifications required for this internship?

Candidates must be graduating with a four-year or graduate-level degree by May 2026, have focused coursework in finance, accounting, economics, and/or data science, and demonstrate a minimum GPA of 3.0, alongside other skills and experiences.

Will interns have the opportunity to obtain any licenses during the internship?

Yes, interns will have the opportunity to obtain the Securities Industry Essentials license (SIE) during the internship.

What types of skills will interns be introduced to?

Interns will learn client discovery, financial planning, client relationship skills, interpersonal communication, and more through various line of business specific projects.

Are there any network opportunities during the internship?

Yes, interns will have the chance to network with Key teammates across all levels of the organization.

Is prior work experience necessary for this internship?

While prior work experience is not explicitly required, demonstrated leadership and teamwork from past work or extracurricular activities are preferred.

Does KeyCorp sponsor employment visas for this internship?

No, KeyBank’s Campus Program Internship and Analyst positions are not eligible for employment visa sponsorship.

KeyBank

It’s easy to get into your own head when it comes to money. We can help.

Finance
Industry
10,001+
Employees
1849
Founded Year

Mission & Purpose

At KeyBank we’ve made a promise to our clients that they will always have a champion in us. To deliver on our promise, we’re committed to building a team of engaged employees who do the right thing for our clients and shareholders, and help them achieve financial wellness each and every day. Headquartered in Cleveland, Ohio, KeyCorp is one of the nation’s largest financial services companies. Key Companies provide investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally. Follow along for business and industry insights, expert advice and more resources to help you achieve your financial goals. KeyCorp is an Equal Opportunity and Affirmative Action employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. KeyBank is Member FDIC. Equal Housing Lender. Credit applications are subject to credit approval.