Wealth Management Intern

ceritypartners; Norfolk (VA); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Paid internship

Senior leadership exposure

Job summary

Cerity Partners invites motivated undergraduates to join its Summer Internship Program in Wealth Management for 2027 in a paid role. You will shadow advisors, gain exposure to client presentations, and use CRM and planning software to contribute to real projects.

You will research investments, assist with reports, and participate in portfolio discussions alongside senior leaders in a collaborative, inclusive culture.

Qualifications

• Be enrolled in an undergraduate program with minimum 3.2 GPA.
• Majoring in Communications, Marketing, Finance or related business degree.
• Proficient in Microsoft Office Applications.
• Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience.

Responsibilities

• Shadow and participate in client presentations.
• Utilize CRM and financial planning software.
• 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.
• Utilize back-end portfolio management software to assist in 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.

Skills

Microsoft Office

Leadership experience

Campus involvement

Finance knowledge

Education

Undergraduate student with 3.2 GPA

Majoring in Communications/Marketing/Finance

Tools

CRM software

Bloomberg

YCharts

HiddenLevers

Riskalyze

Job description

Are you a college student looking for a s ummer 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 c ould be an outstanding fit for our summer internship program.

Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Wealth Management team for the summer of 2027 .

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
• 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.

Ideal Candidate Profile:

• Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
• Majoring in Communications, Marketing, Finance 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

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.

Cerite 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.

Cerite 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.