Wealth Management Internship Opportunities
5 days ago
Cerity Partners is a leading national registered wealth management and institutional consulting firm seeking talented and motivated individuals to join our Louisville Wealth Management team for the summer of 2025.
Job SummaryWe are looking for a summer intern to assist our financial advisors with client presentations, financial planning, and portfolio management. The ideal candidate will have a strong understanding of finance and accounting principles, excellent communication and organizational skills, and a passion for the financial services industry.
Responsibilities- Assist financial advisors with client presentations and financial planning
- Conduct research on stocks, bonds, and other securities using various investment software
- Shadow and assist financial advisors with preparation of financial documents and performance reports
- Participate 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
- Enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
- Majoring in Finance, Accounting, or related business degree
- 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
Cerity Partners offers a paid internship program with opportunities for professional growth and development. Our team is passionate about delivering objective financial advice and empowering our clients to achieve their financial goals.
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