Summer Wealth Management Internship Paid Hands-on Finance

Cerity Partners; Bowling Green (KY); Hybrid; USD 21,000 - 34,000; Part time

Job summary

Cerity Partners in Bowling Green, KY offers a summer wealth management internship designed for undergraduates seeking real-world finance experience. You will shadow advisors, assist with financial documents, and gain exposure to client presentations while working with a collaborative team.

The program includes hands-on training, access to investment software, and opportunities to earn an e-Money Certification, with compensation and an onsite, part-time schedule.

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 with a leadership role.

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 using Bloomberg, YCharts, HiddenLevers, Riskalyze, etc.
• Utilize back-end portfolio management software to assist in 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

Education

Undergraduate student

Majoring in Financial Planning, Finance, or Accounting

Tools

Bloomberg

YCharts

HiddenLevers

Riskalyze

Job description

Cerity Partners in Bowling Green, KY offers a summer wealth management internship designed for undergraduates seeking real-world finance experience. You will shadow advisors, assist with financial documents, and gain exposure to client presentations while working with a collaborative team.

The program includes hands-on training, access to investment software, and opportunities to earn an e-Money Certification, with compensation and an onsite, part-time schedule.