Paid Summer Wealth Management Internship

Cerity Partners Management LLC; United States; On-site; USD 25,000 - 41,000; Full time

Job summary

Cerity Partners is seeking a motivated college student for its 2027 summer internship in the Indianapolis area, working with the Louisville 1 team. The paid program offers real-world experience in a nationally recognized registered investment advisory and exposure to wealth management and financial planning.

You will shadow financial advisors, use CRM and planning software, and gain insight into research, portfolio management, and committee meetings while contributing to team projects and

Qualifications

• Undergraduate student with minimum 3.2 GPA.
• Pursuing Financial Planning, Finance, Accounting, or related business degree.
• Proficiency in Microsoft Office applications.
• Active campus involvement or leadership experience.
• Alignment with Cerity Partners mission and values.

Responsibilities

• Shadow and participate in client presentations.
• Utilize CRM and financial planning software systems.
• Opportunity to obtain e-Money Certification.
• Assist Financial Advisors with preparation of financial documents and performance reports.
• Research stocks, bonds, and other securities using Bloomberg, YCharts, HiddenLevers, Riskalyze, and other tools.
• Support portfolio maintenance using back-end portfolio management software.
• Participate in Investment Committee and portfolio subcommittee meetings.
• Learn portfolio optimization, rebalancing, and backtesting.

Skills

Microsoft Office

Leadership

Campus involvement

Education

Undergraduate student (3.2 GPA+)

Finance/Financial Planning/Accounting major

Tools

Bloomberg

YCharts

HiddenLevers

Riskalyze

Portfolio management software

Job description

Cerity Partners is seeking a motivated college student for its 2027 summer internship in the Indianapolis area, working with the Louisville 1 team. The paid program offers real-world experience in a nationally recognized registered investment advisory and exposure to wealth management and financial planning.

You will shadow financial advisors, use CRM and planning software, and gain insight into research, portfolio management, and committee meetings while contributing to team projects and