Cfp Jobs in Dallas, OR (NOW HIRING)

Location:

128 Third Avenue SW, Albany Oregon

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.

Driving/Travel

• Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

KeyBank's Internship and Analyst positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

COMPENSATION AND BENEFITS

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.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 10/17/2026 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.