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CFP Track Wealth Management Internship - Summer

Job in City of Albany, Albany, Albany County, New York, 12201, USA
Listing for: KeyCorp
Seasonal/Temporary, Apprenticeship/Internship position
Listed on 2026-08-08
Job specializations:
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
Location: City of Albany

The Key Investment Services Internship offers a structured 10.5-week program designed to provide meaningful exposure to the wealth management industry. Interns work alongside a KIS Private Client Advisor and participate in client discovery, data entry, and financial planning activities.

You'll observe client meetings, digitize files, manage Salesforce, and contribute to a Capstone Group Project addressing real-world topics. Opportunities to attend learning labs and networking events are included.

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Position Requirements
Less than 1 Year work experience
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