Wealth Management Intern — Hands-On Finance & Planning

Cerity Partners; Cincinnati (OH); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Paid internship

Job summary

Cerity Partners in Cincinnati is offering a paid summer internship (30-40 hours/week) to gain real-world experience in wealth management. You will shadow financial advisors, assist with client presentations, and help prepare financial documents and performance reports.

You'll use CRM and planning software, participate in the full financial planning cycle, and have the opportunity to pursue an e-Money Certification with guidance from senior team members.

Qualifications

• Undergraduate student enrolled with a minimum 3.2 GPA.
• Majoring in financial planning, finance, accounting, or related business degree.
• Proficient in Microsoft Office applications.

Responsibilities

• Shadow and participate in client presentations.
• Assist Financial Advisors with documents and reports.
• Support the full financial planning process from discovery to review.
• Work on discretionary investment portfolios with the team.
• Learn income tax planning strategies and perform research.

Skills

Microsoft Office

Teamwork

Communication

Education

Undergraduate student, 3.2 GPA

Tools

CRM software

Financial planning software

Job description

Cerity Partners in Cincinnati is offering a paid summer internship (30-40 hours/week) to gain real-world experience in wealth management. You will shadow financial advisors, assist with client presentations, and help prepare financial documents and performance reports.

You'll use CRM and planning software, participate in the full financial planning cycle, and have the opportunity to pursue an e-Money Certification with guidance from senior team members.