CFP Track Internship: Wealth Planning (Summer 2027
Job in
Bellingham, Whatcom County, Washington, 98227, USA
Listed on 2026-08-07
Listing for:
KeyCorp
Full Time, Seasonal/Temporary, Apprenticeship/Internship
position Listed on 2026-08-07
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Key Investment Services LLC, in Bellingham, Washington, invites you to join its Summer 2027 Internship track in Investment Services. This 10.5-week CFP-focused program offers hands-on experience with private client advisors, client discovery, data entry, planning, and events while you develop professional skills.
Eligible students are pursuing a four-year or graduate degree by May 2029, with CFP study encouraged; a minimum 3.0 GPA is expected, and Salesforce, Excel, and PowerPoint proficiency
#J-18808-LjbffrPosition Requirements
Less than 1 Year
work experience
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