Summer 2027 Wealth Management Internship

Cerity Partners; Bowling Green (KY); On-site; USD 28,000 - 34,000; Part time

Job summary

Cerity Partners in Bowling Green, KY is offering a paid summer Wealth Management Internship for undergraduate students. The role provides real-world experience and exposure to wealth management practices in a collaborative team environment.

You will shadow advisors, work with CRM and planning software, and have opportunities to earn the e-Money Certification while contributing to research and portfolio support.

Qualifications

• Be enrolled as an undergraduate with a 3.2 GPA or higher.
• Majoring in Financial Planning, Finance, Accounting, or related business degree.
• Proficient in Microsoft Office applications.
• Actively participating in campus organizations, with leadership role preferred.
• Identify with Cerity Partners’ mission and core values.

Responsibilities

• Shadow and participate in client presentations.
• Utilize CRM and financial planning software systems.
• Pursue and obtain the e-Money Certification.
• Assist Financial Advisors with financial documents and performance reports.
• Research stocks, bonds, and other securities using Bloomberg, YCharts, HiddenLevers, and Riskalyze.
• Use portfolio management software for account linkups and portfolio maintenance.
• Join Investment Committee meetings and portfolio subcommittee activities.
• Learn portfolio optimization, rebalancing, and backtesting.
• Conduct independent research and build spreadsheets for planning opportunities.
• Collaborate virtually on a financial planning project.
• Perform other duties as assigned.

Skills

CRM proficiency

Financial planning

Leadership experience

Microsoft Office

Education

Undergraduate student with 3.2 GPA

Finance/Accounting major

Pursuing Financial Planning degree

Tools

Bloomberg

YCharts

HiddenLevers

Riskalyze

Job description

## Summer 2027 Wealth Management InternshipApply: Onsite: Bowling Green, KY: Part time: Posted Today: R889Are you a college student looking for a summer internship that will provide real world experience? Do you want to work with a collaborative team that believes in putting people first and holding each other accountable? Would you like to be part of a team who works to empower, assist, guide, motivate and support others? If yes, we believe you could be an outstanding fit for our 2027 summer internship experience.This is a paid internship program and a great opportunity for individuals looking to gain experience in a professional environment. This role is ideal for someone looking for authentic exposure to the financial industry at a nationally recognized registered investment advisory.**Primary Responsibilities:*** Shadow and participate in various types of client presentations* Utilize CRM and financial planning software systems* Opportunity to obtain e-Money Certification* Shadow and assist Financial Advisors with preparation of financial documents and performance reports* Perform research on stocks, bonds, and other securities, utilizing various investment software including Bloomberg, YCharts, HiddenLevers, Riskalyze, etc.* Utilize back-end portfolio management software to assist in the organization of account linkups and portfolio maintenance* Participate and present in Investment Committee and portfolio subcommittee meetings* Learn about and participate in portfolio optimization, rebalancing, and backtesting* Conduct independent research and build spreadsheets for financial planning opportunities* Work with a team virtually to create a financial planning project or other projects* Other duties as assigned.**Required Qualifications:*** Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA* Majoring in Financial Planning, Finance, Accounting, or related business degree* Be proficient in Microsoft Office Applications* Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience* Identify with Cerity Partner’s mission and demonstrate our core values**Why Cerity Partners:**Our people drive our success by working together to deliver exceptional service to our clients. As part of our internship program, you will gain:* Direct exposure to senior leadership and decision-makers.* The opportunity to work at one of the fastest-growing RIAs in America.* Hands-on training to build and strengthen wealth management and financial planning skills.* Experience within a culture that values collaboration, curiosity, and excellence.*Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.**Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [e-mail]. Applicants must be authorized to work for any employer in the U.S.*