Wealth Management Intern

Cerity Partners; Cincinnati (OH); Hybrid; USD 28,000 - 41,000; Part time

Benefits offered by this job

Paid internship

Job summary

Cerity Partners is seeking talented college students for a paid summer internship with our Cincinnati Wealth Management team for Summer 2027. The role offers 30-40 hours per week of real-world experience, shadowing senior advisors, and exposure to client presentations and financial planning software.

Qualified applicants are undergraduates with at least a 3.2 GPA, majoring in Financial Planning, Finance, Accounting, or related business discipline, and active campus involvement.

Qualifications

• Undergraduate student with a minimum 3.2 GPA
• Majoring in Financial Planning, Finance, Accounting, or related business field
• Proficient in Microsoft Office applications
• Active involvement in campus organizations or relevant work experience

Responsibilities

• Shadow and participate in client presentations
• Utilize CRM and financial planning software
• Assist in financial document preparation and performance reporting
• Support the full financial planning process from discovery to ongoing reviews
• Assist in design and maintenance of discretionary investment portfolios
• Learn basic to advanced tax planning strategies
• Conduct research and build financial planning spreadsheets
• Collaborate with team virtually on projects

Skills

Leadership experience

Campus involvement

Professional work exposure

Microsoft Office proficiency

Education

Undergraduate degree (Financial Planning/Finance/Accounting)

Tools

Microsoft Office

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 summer internship experience. Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Cincinnati Wealth Management team for the summer of 2027. This is a paid internship program (30-40 hours/week) 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
• Help support the full financial planning process: discovery, data gathering, plan development, presentation, implementation, and ongoing reviews
• Assist in the design, implementation, and maintenance of discretionary investment portfolios
• Learn and implement basic and advanced income tax planning strategies
• 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

• 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.

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

Cerity 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 Cerity 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.

Our people drive our success by working together to deliver exceptional service to our clients.