Wealth Management Intern

Cerity Partners Management LLC; Louisville (KY); On-site; USD 28,000 - 41,000; Full time

Job summary

Cerity Partners invites ambitious undergraduates to join its 2027 summer internship, a paid program offering authentic exposure to the financial industry at a nationally recognized registered investment advisor. You will shadow senior professionals, gain hands-on experience, and participate in client presentations using CRM and planning software.

As part of the internship, you will have opportunities to obtain e-Money Certification, work with wealth management tools, and collaborate with a team

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.

Responsibilities

• Shadow and participate in various types of client presentations.
• Utilize CRM and financial planning software systems.
• Shadow and assist Financial Advisors with preparation of financial documents and performance reports.
• Perform research on stocks, bonds, and other securities using investment software including Bloomberg, YCharts, HiddenLevers, Riskalyze.
• Use back-end portfolio management software to organize account linkups and portfolio maintenance.
• Participate and present in Investment Committee and portfolio subcommittee meetings.
• Learn about 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.

Skills

Microsoft Office

Campus leadership

Education

Undergraduate program

GPA 3.2 minimum

Financial planning/finance/accounting major

Tools

Bloomberg

YCharts

HiddenLevers

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. This role is ideal for someone looking for authentic exposure to the financial industry at a nationally recognized registered investment advisory.

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. For those needing accommodations, please reach out to [e-mail]. Applicants must be authorized to work for any employer in the U.S. 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.