Wealth Management Intern en Cerity Partners
Cerity Partners · Louisville, Estados Unidos De América · Hybrid
- Oficina en Louisville
Are you a college student looking for a summer internship that will provide real world experience? Do you want to work with a collaborative team that believes in putting people first and holding each other accountable? Would you like to be part of a team who works to empower, assist, guide, motivate and support others? If yes, we believe you could be an outstanding fit for our summer internship experience.
Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Wealth Management team in our Louisville office for the summer of 2026.
This is a paid internship program (30-40 hours/week) and a great opportunity for individuals looking to gain experience in a professional environment. This role is ideal for someone looking for authentic exposure to the financial industry at a nationally recognized registered investment advisory.
Primary Responsibilities:
Shadow and participate in various types of client presentations
Utilize CRM and financial planning software systems
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 investment research project
- Other duties as assigned.
Required Qualifications:
Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
Majoring in Communications, Marketing, Finance or related business degree
Be proficient in Microsoft Office Applications, experience with Salesforce preferred
Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
- Opportunity to give back time to local communities
- Obtain e-Money Certification
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
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