Summer 2027 Wealth Management Internship

About the Role

This is a paid summer internship program for college students seeking real-world experience in the financial industry at a nationally recognized registered investment advisory. The role offers authentic exposure to wealth management and financial planning.

Key Responsibilities

• Shadow and participate in 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 using investment software including Bloomberg, YCharts, HiddenLevers, Riskalyze, etc.
• Utilize back-end portfolio management software for 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.

Requirements & Tech Stack

• Proficient in Microsoft Office Applications.
• Experience with CRM and financial planning software systems.
• Familiarity with investment software including Bloomberg, YCharts, HiddenLevers, Riskalyze.
• Experience with back-end portfolio management software.

Qualifications

• Enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA.
• Majoring in Financial Planning, Finance, Accounting, or a related business degree.
• Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience.
• Identify with Cerity Partner’s mission and demonstrate core values.
• Opportunity to obtain e-Money Certification.