Summer 2027 Wealth Management Internship

Cerity Partners Management LLC; Louisville (KY); On-site; USD 21,000 - 34,000; Part time

Job summary

Cerity Partners is offering a paid 2027 summer internship to undergraduates, providing real-world experience in wealth management and financial planning. You will shadow senior professionals, work with client materials, and gain exposure to investments and portfolio analysis in a collaborative, values-driven environment.

You’ll use CRM and planning software, pursue opportunities like the e-Money Certification, and participate in team meetings and research projects that drive client outcomes.

Qualifications

• Be enrolled in an undergraduate program with a minimum 3.2 GPA.
• Majoring in Financial Planning, Finance, Accounting, or related business degree.
• Proficient in Microsoft Office Applications.
• Active participation in campus organizations, preferably in a leadership role.
• Identify with Cerity Partners’ mission and core values.

Responsibilities

• Shadow and participate in 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.

Skills

Microsoft Office

Leadership in campus organizations

Customer service

Education

Undergraduate student with 3.2 GPA

Majoring in Financial Planning, Finance, Accounting

Tools

CRM software

Bloomberg

YCharts

Riskalyze

Job description

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.

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.

Applicants must be authorized to work for any employer in the U.S.

Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well‑being of our clients, colleagues and communities.

Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.

Cerita Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country.

Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight.

At Cerita Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth.

We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us.

We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more.

The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients.

We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.