Summer Wealth Management Intern: Hands-On Finance

Cerity Partners; Norfolk (VA); On-site; USD 25,000 - 34,000; Full time

Benefits offered by this job

Paid internship

Exposure to senior leadership

Hands-on training

Inclusive environment

Job summary

Cerit y Partners invites energetic undergraduates to join its Wealth Management summer internship for 2027 in a paid program. Gain authentic exposure to the financial industry at a nationally recognized registered investment adviser and work with a collaborative, people-first team.

You will shadow advisors, use CRM and planning software, and contribute to reports and research while developing your wealth management skills in a real-world setting.

Qualifications

• Be enrolled in an undergraduate program with a minimum 3.2 GPA
• Majoring in Communications, Marketing, Finance or related business degree
• Proficient in Microsoft Office Applications
• Active participation in campus organizations or prior work experience

Responsibilities

• Shadow and participate in client presentations
• Utilize CRM and financial planning software systems
• Assist Advisors with preparation of financial documents and performance reports
• Research stocks, bonds, and other securities using Bloomberg, YCharts, HiddenLevers, Riskalyze, etc.
• Assist in portfolio management tasks and account linkups
• Participate in Investment Committee meetings and portfolio subcommittees
• Learn portfolio optimization, rebalancing and backtesting
• Build spreadsheets for financial planning opportunities
• Collaborate on team projects virtually
• Other duties as assigned.

Skills

Microsoft Office

GPA 3.2

Leadership experience

Undergraduate student

Education

Undergraduate enrollment

Tools

CRM software

Bloomberg

YCharts

Riskalyze

Job description

Cerit y Partners invites energetic undergraduates to join its Wealth Management summer internship for 2027 in a paid program. Gain authentic exposure to the financial industry at a nationally recognized registered investment adviser and work with a collaborative, people-first team.

You will shadow advisors, use CRM and planning software, and contribute to reports and research while developing your wealth management skills in a real-world setting.