Wealth Management Internship

6 hours ago

Cincinnati, United States Cerity Partners Full time
Job Details

Level
Entry

Job Location
Cincinnati South Office - Cincinnati, OH

Job Category
Finance

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 Cincinnati South Office Wealth Management team for the summer of 2025.

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 back testing
  • Conduct independent research and build spreadsheets for financial planning opportunities
  • Work on a team project and other duties as assigned
Ideal Candidate Profile:
  • Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
  • Majoring in Finance, Accounting, or related business degree
  • Be proficient in Microsoft Office Applications
  • Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience
  • Identify with Cerity Partner's mission and demonstrate our core values
Ready to apply?

Before you apply, gather the necessary materials. You'll be required to attach a resume, unofficial academic transcript, and letter of recommendation with your application.

Company Overview:

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
  • You understand the need to provide a world-class client experience
  • You value the collaboration of insightful, experienced colleagues to deliver our services
  • You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills

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