Wealth Management Intern: Paid, Hands-On Summer Experience

Cerity Partners Management LLC; Elizabethtown (KY); On-site; USD 21,000 - 30,000; Full time

Job summary

Cerity Partners is offering a paid summer internship in Kentucky designed for undergraduates pursuing Financial Planning, Finance, or Accounting. You will shadow financial advisors, assist with client presentations, and gain hands-on exposure to wealth management software and research tools.

Participants will work with a collaborative team, have opportunities for certification, and contribute to portfolio analysis and financial planning projects.

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 Partners’ mission and demonstrate our core values

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.

Education

Undergraduate student in Finance/Financial Planning/Accounting

Tools

CRM software

Financial planning software

Bloomberg

YCharts

HiddenLevers

Riskalyze

Job description

Cerity Partners is offering a paid summer internship in Kentucky designed for undergraduates pursuing Financial Planning, Finance, or Accounting. You will shadow financial advisors, assist with client presentations, and gain hands-on exposure to wealth management software and research tools.

Participants will work with a collaborative team, have opportunities for certification, and contribute to portfolio analysis and financial planning projects.