Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Toledo, OH

Summer 2027 Key Investment Services Internship (CFP Track) in Toledo, OH. A 10.5-week structured program (May 26, 2027 – August 6, 2027) offering exposure to wealth management, client planning, data entry/analysis, and collaboration on a Capstone Group Project. Requires pursuing a four-year or graduate-level degree by May 2029 with CFP preferred; compensation includes $23/hour and a $2,000 sign-on bonus. Hybrid work model with priority on in-office presence but flexible options for roles that can be performed remotely. Includes coaching, events, and CFP-related learning opportunities.

What they are looking for

Details

Work type

Hybrid

Compensation

Paid

Visa sponsorship

Not offered

Remote eligible

Yes