Summer 2027 Wealth Management Internship

Cerity Partners; Elizabethtown, Northern (KY, KY); On-site; USD 2,066,000 - 3,031,000; Full time

Benefits offered by this job

Senior leadership exposure

Hands-on training

Competitive pay

Job summary

Cerity Partners in Elizabethtown, KY offers a paid Summer 2027 Wealth Management Internship. The role provides real-world experience shadowing financial advisors, using CRM and planning software, and preparing client materials.

You'll research stocks and bonds, participate in portfolio meetings, and have a path to e-Money Certification. The program emphasizes collaboration, accountability, and bringing your best ideas to a team that values growth and inclusion.

Qualifications

• Must be enrolled in an undergraduate program with a minimum 3.2 GPA.
• Majoring in Financial Planning, Finance, or Accounting.
• Proficient in Microsoft Office and campus leadership involvement.

Responsibilities

• Shadow and participate in client presentations and meetings.
• Utilize CRM and financial planning software systems.
• Opportunity to obtain e-Money Certification.
• Shadow and assist Financial Advisors with preparation of financial documents.
• Perform research on stocks, bonds, and other securities using investment software.
• Utilize back-end portfolio management software for organization of accounts.
• Participate in Investment Committee and portfolio subcommittee meetings.
• Learn portfolio optimization, rebalancing, and backtesting.
• Conduct independent research and build spreadsheets for opportunities.
• Collaborate virtually on a financial planning project with a team.
• Other duties as assigned.

Skills

Microsoft Office proficiency

Leadership experience

Campus organization involvement

Education

Undergraduate degree in Financial Planning, Finance, Accounting or related business field

Tools

Bloomberg

YCharts

HiddenLevers

Riskalyze

Job description

## Summer 2027 Wealth Management InternshipApply: Onsite: Elizabethtown, KY: Part time: Posted Today: R888Are 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.*