Wealth Management Internship: Paid, Hands-On

ceritypartners; Elizabethtown (KY); On-site; USD 21,000 - 30,000; Part time

Benefits offered by this job

Paid internship

Exposure to senior leadership

Hands-on wealth management training

Job summary

Cerit y Partners invites motivated undergraduates to join its 2027 summer internship in Elizabethtown, KY. This paid program provides real-world exposure to financial planning and investment advisory in a collaborative, people-first culture.

You will shadow senior advisors, work with CRM and planning software, and contribute to client presentations and research, while pursuing e-Money certification and professional growth.

Qualifications

• Be enrolled in an undergraduate program 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 in a leadership role, and/or professional work experience
• Identify with Cerity Partners' mission and demonstrate our core values

Responsibilities

• Shadow and participate in client presentations
• Utilize CRM and financial planning software systems
• Assist Financial Advisors with preparation of financial documents and performance reports
• Conduct 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 in Investment Committee and portfolio subcommittee meetings
• Learn about 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

Campus leadership

Financial planning knowledge

Education

Undergraduate GPA 3.2+

Finance/Financial Planning/Accounting major

Tools

Bloomberg

YCharts

HiddenLevers

Riskalyze

CRM software

Job description

Cerit y Partners invites motivated undergraduates to join its 2027 summer internship in Elizabethtown, KY. This paid program provides real-world exposure to financial planning and investment advisory in a collaborative, people-first culture.

You will shadow senior advisors, work with CRM and planning software, and contribute to client presentations and research, while pursuing e-Money certification and professional growth.