Wealth Management Internship - Paid, Hands-On Experience

Cerity Partners Management LLC; Louisville (KY); Sur place; USD 21 000 - 34 000; Temps partiel

Résumé du poste

Cerity Partners is offering a paid 2027 summer internship to undergraduates, providing real-world experience in wealth management and financial planning. You will shadow senior professionals, work with client materials, and gain exposure to investments and portfolio analysis in a collaborative, values-driven environment.

You’ll use CRM and planning software, pursue opportunities like the e-Money Certification, and participate in team meetings and research projects that drive client outcomes.

Qualifications

• Be enrolled in an undergraduate program with a minimum 3.2 GPA.
• Majoring in Financial Planning, Finance, Accounting, or related business degree.
• Proficient in Microsoft Office Applications.
• Active participation in campus organizations, preferably in a leadership role.
• Identify with Cerity Partners’ mission and core values.

Responsabilités

• Shadow and participate in 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.

Connaissances

Microsoft Office

Leadership in campus organizations

Customer service

Formation

Undergraduate student with 3.2 GPA

Majoring in Financial Planning, Finance, Accounting

Outils

CRM software

Bloomberg

YCharts

Riskalyze

Description du poste

Cerity Partners is offering a paid 2027 summer internship to undergraduates, providing real-world experience in wealth management and financial planning. You will shadow senior professionals, work with client materials, and gain exposure to investments and portfolio analysis in a collaborative, values-driven environment.

You’ll use CRM and planning software, pursue opportunities like the e-Money Certification, and participate in team meetings and research projects that drive client outcomes.