Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Albany, OR

Summer 2027 Key Investment Services Internship (CFP Track) in Albany, OR. A 10.5-week paid internship (May 26, 2027 – August 6, 2027) offering hands-on wealth management experience, with pay of $23/hour and a $2,000 sign-on bonus. Hybrid in-office presence with flexible options for remote work. Requires pursuing a four-year or graduate degree by May 2029; CFP coursework and CFP exam preferred. Responsibilities include client discovery, financial planning support, data entry/analysis, Salesforce management, and event planning.

What they are looking for

Details

Work type

Hybrid

Compensation

Paid

Visa sponsorship

Not offered

Remote eligible

Yes