Summer Wealth Management Internship — Real Industry Exposure

Cerity Partners

Austin (CO)

On-site

USD 28,000 - 34,000

Full time

3 days ago

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Job summary

Cerity Partners is offering a paid summer internship with 30-40 hours per week to college students seeking real-world experience in wealth management. The role provides exposure to client presentations, financial planning software, and research using Bloomberg, YCharts, and more.

You’ll work with advisors, shadow Investment Committee meetings, and have opportunities to obtain e-Money Certification. Ideal candidates are undergraduates in Finance/Accounting fields with a 3.2+ GPA, strong MS Office

Qualifications

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 campus involvement or leadership experience; work experience a plus.

Responsibilities

Shadow and participate in client presentations.
Use CRM and financial planning software to support work.
Possibility to obtain e-Money Certification.
Assist Advisors with financial documents and performance reports.
Conduct research on stocks, bonds and securities using Bloomberg, YCharts, and other tools.
Support portfolio maintenance using back-end software; organize account linkups.
Attend Investment Committee and portfolio subcommittee meetings.
Assist with portfolio optimization, rebalancing and backtesting.
Create financial planning spreadsheets and work on team projects.
Collaborate remotely with the team on projects.