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

What you'll do

• Partner with a Private Client Advisor on wealth management activities and client interactions.
• Assist with financial planning, data entry, analysis, and client discovery processes.
• Observe client meetings and handle administrative support tasks.
• Digitize client files, manage Salesforce records, and help plan client events.
• Collaborate on a capstone group project addressing industry challenges.

What they're looking for

• Pursuing a four-year or graduate degree by May 2029 in finance, accounting, economics, or data science.
• Minimum 3.0 GPA with demonstrated leadership and teamwork experience.
• Strong analytical, communication, and presentation skills with Excel and PowerPoint proficiency.
• Ability to build client relationships and solve problems in financial services contexts.
• Valid driver's license and ability to operate a vehicle frequently.

Pay and perks

• $23 per hour plus $2,000 summer internship sign-on bonus.
• 10.5-week program from May 26 to August 6, 2027 in Albany, OR.