Summer 2026 Key Investment Services Internship (Certified Financial Planner Track)- Portland, OR

Summer 2026 Key Investment Services Internship (Certified Financial Planner Track)

Program Duration : MAY 26, 2026 AUGUST 14, 2026

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.

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.

The Key Investment Services Internship is a structured 10.5-week experience designed to provide meaningful exposure to the wealth management industry. Interns will engage in impactful work, receive ongoing feedback and coaching, and participate in dynamic events and discussions that foster professional growth and interest in a long-term career at Key.

Essential Functions

• 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 relationship 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.

Education

Work Experience

Certifications / Licenses

Skills

Physical Demands

Driving / Travel

Compensation and Benefits

This position is eligible to earn an hourly rate of $23 per hour. Compensation also includes a $2,000.00 Summer Internship Sign-on Bonus.

KeyCorp is an Equal Opportunity Employer committed to 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.