Wealth Management Internship — Paid, Real Industry Exposure

Cerity Partners; Elizabethtown (KY); Sur place; USD 25 000 - 30 000; Plein temps

Résumé du poste

Cerity Partners invites undergraduates to join our 2027 summer internship in Kentucky. This paid program offers real-world experience in a nationally recognized registered investment adviser and direct exposure to senior leadership.

You will shadow advisors, gain familiarity with CRM and financial planning tools, and participate in research and portfolio projects while collaborating with a distributed team.

Qualifications

• Be enrolled in an undergraduate program with a 3.2 GPA.
• Majoring in Financial Planning, Finance, Accounting, or related business degree.
• Proficient in Microsoft Office applications.
• Active campus involvement or professional work experience.
• Identify with Cerity Partners' mission and values.

Responsabilités

• Shadow and participate in client presentations.
• Use CRM and financial planning software.
• Assist Financial Advisors with documents and reports.
• Conduct stock, bond, and securities research using Bloomberg, YCharts, etc.
• Support portfolio maintenance and account linkups.
• Attend Investment Committee and subcommittee meetings.
• Collaborate on portfolio optimization and backtesting projects.
• Create financial planning spreadsheets and analyses.
• Work with a remote team on a planning project.

Connaissances

Microsoft Office proficiency

Leadership experience

Research skills

Formation

Undergraduate enrollment

Finance major

Financial Planning major

Description du poste

Cerity Partners invites undergraduates to join our 2027 summer internship in Kentucky. This paid program offers real-world experience in a nationally recognized registered investment adviser and direct exposure to senior leadership.

You will shadow advisors, gain familiarity with CRM and financial planning tools, and participate in research and portfolio projects while collaborating with a distributed team.