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

- Company: [KeyBank](https://key.com)
- Location: Albany, OR
- Type: Internship · Internship
- Posted: 2026-09-06
- Apply: https://keybank.wd5.myworkdayjobs.com/External_Career_Site/job/Albany-OR/Summer-2027-Key-Investment-Services-Internship--Certified-Financial-Planner-Track----Albany--OR_R-41217
- Page: https://newgrad.ai/jobs/summer-2027-key-investment-services-internship-certified-fin-086a0e39

## Posting

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.

Summarized by newgrad.ai from KeyBank's public posting. Check the original for full details before you apply.

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