Summer 2027 Wealth Management Internship

Cerity Partners; Elizabethtown (KY); Sur place; USD 25 000 - 30 000; Plein temps

Résumé du poste

Cerity Partners invites undergraduates to join our 2027 summer internship in Kentucky. This paid program offers real-world experience in a nationally recognized registered investment adviser and direct exposure to senior leadership.

You will shadow advisors, gain familiarity with CRM and financial planning tools, and participate in research and portfolio projects while collaborating with a distributed team.

Qualifications

• Be enrolled in an undergraduate program with a 3.2 GPA.
• Majoring in Financial Planning, Finance, Accounting, or related business degree.
• Proficient in Microsoft Office applications.
• Active campus involvement or professional work experience.
• Identify with Cerity Partners' mission and values.

Responsabilités

• Shadow and participate in client presentations.
• Use CRM and financial planning software.
• Assist Financial Advisors with documents and reports.
• Conduct stock, bond, and securities research using Bloomberg, YCharts, etc.
• Support portfolio maintenance and account linkups.
• Attend Investment Committee and subcommittee meetings.
• Collaborate on portfolio optimization and backtesting projects.
• Create financial planning spreadsheets and analyses.
• Work with a remote team on a planning project.

Connaissances

Microsoft Office proficiency

Leadership experience

Research skills

Formation

Undergraduate enrollment

Finance major

Financial Planning major

Description du poste

Are 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.