Wealth Management Intern - Paid, Hands-On with Leaders

Cerity Partners; Cincinnati (OH); Híbrido; USD 28.000 - 41.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Paid internship

Descripción de la vacante

Cerity Partners is seeking talented college students for a paid summer internship with our Cincinnati Wealth Management team for Summer 2027. The role offers 30-40 hours per week of real-world experience, shadowing senior advisors, and exposure to client presentations and financial planning software.

Qualified applicants are undergraduates with at least a 3.2 GPA, majoring in Financial Planning, Finance, Accounting, or related business discipline, and active campus involvement.

Formación

• Undergraduate student with a minimum 3.2 GPA
• Majoring in Financial Planning, Finance, Accounting, or related business field
• Proficient in Microsoft Office applications
• Active involvement in campus organizations or relevant work experience

Responsabilidades

• Shadow and participate in client presentations
• Utilize CRM and financial planning software
• Assist in financial document preparation and performance reporting
• Support the full financial planning process from discovery to ongoing reviews
• Assist in design and maintenance of discretionary investment portfolios
• Learn basic to advanced tax planning strategies
• Conduct research and build financial planning spreadsheets
• Collaborate with team virtually on projects

Conocimientos

Leadership experience

Campus involvement

Professional work exposure

Microsoft Office proficiency

Educación

Undergraduate degree (Financial Planning/Finance/Accounting)

Herramientas

Microsoft Office

Descripción del empleo

Cerity Partners is seeking talented college students for a paid summer internship with our Cincinnati Wealth Management team for Summer 2027. The role offers 30-40 hours per week of real-world experience, shadowing senior advisors, and exposure to client presentations and financial planning software.

Qualified applicants are undergraduates with at least a 3.2 GPA, majoring in Financial Planning, Finance, Accounting, or related business discipline, and active campus involvement.