Supervisor

Location: 205 E National Road, Vandalia Ohio Program Duration: MAY 26, 2027 - AUGUST 6, 2027 Key Investment Services 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 relationships 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 - Pursuing a four-year or graduate-level degree by May 2029 with focused coursework in finance, accounting, economics, and/or data science. Participation in the Certified Financial Planner (CFP) program and completion of the CFP exam prior to graduation is preferred. Work Experience - Demonstrated leadership and teamwork through past work experience and/or extracurricular activities. Outstanding academic achievement with a minimum 3.0 GPA. Certifications/Licenses - Certified Financial Planner (CFP) certification is preferred for candidates pursuing a career as a Financial Advisor. Skills - Analytical Skills: Ability to analyze financial data and client information to support planning and decision-making. - Problem Solving: Capability to identify issues and develop effective solutions in a financial services context. - Communication: Strong verbal and written communication skills for client interaction and team collaboration. - Presentation Skills: Ability to create and deliver presentations using tools like PowerPoint. - Technical Proficiency: Proficiency in Microsoft Excel and PowerPoint for data analysis and reporting. - Client Relationship: Skill in building and maintaining relationships with clients to support financial wellness. - Interpersonal Communication: Effective communication with clients and team members to foster collaboration. Physical Demands - General Office: Prolonged sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. <