Wealth Management Intern: Hands-On Finance & Planning

ceritypartners; Cincinnati (OH); On-site; USD 21,000 - 25,000; Full time

Job summary

Cerit y Partners Cincinnati Wealth Management internship offers paid experience with a 30-40 hour work week. You’ll shadow financial advisors, work with CRM and planning software, and have a path to a professional credential.

The program emphasizes integrity, collaboration, and client service. Qualified students are undergraduates with at least a 3.2 GPA, majoring in Financial Planning, Finance, or Accounting, and proficient in Microsoft Office.

Qualifications

• Enrolled as an undergraduate with a minimum 3.2 GPA.
• Majoring in Financial Planning, Finance, Accounting, or related business degree.
• Proficient in Microsoft Office applications.
• Active campus involvement, ideally in a leadership role, and/or professional work experience.
• Authorized to work in the U.S.

Responsibilities

• Shadow and participate in client presentations.
• Assist Financial Advisors with financial documents and performance reports.
• Support the full financial planning process: discovery, data gathering, plan development, presentation, implementation, and reviews.
• Assist in design, implementation, and maintenance of discretionary investment portfolios.
• Learn and apply basic and advanced income tax planning strategies.
• Conduct independent research and build spreadsheets for financial planning opportunities.

Skills

Leadership experience

Team collaboration

Education

Undergraduate student

Finance/Accounting/Financial Planning major

Tools

Microsoft Office

Job description

Cerit y Partners Cincinnati Wealth Management internship offers paid experience with a 30-40 hour work week. You’ll shadow financial advisors, work with CRM and planning software, and have a path to a professional credential.

The program emphasizes integrity, collaboration, and client service. Qualified students are undergraduates with at least a 3.2 GPA, majoring in Financial Planning, Finance, or Accounting, and proficient in Microsoft Office.