Wealth Management Internship Opportunity
5 days ago
Level: Entry
Job Location: Louisville Office - Louisville, KY
Job Category: Finance
Cerity Partners is seeking a talented and motivated individual to join our Louisville Wealth Management team for the summer of 2025. As a summer intern, you will have the opportunity to gain real-world experience in a professional environment and work with a collaborative team that values people first and accountability.
Primary Responsibilities:
- Shadow and participate in client presentations
- Utilize CRM and financial planning software systems
- Assist Financial Advisors with preparation of financial documents and performance reports
- Perform research on stocks, bonds, and other securities using various investment software
- Assist in the organization of account linkups and portfolio maintenance using back-end portfolio management software
- 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
Ideal Candidate Profile:
- 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
What We Offer:
- A paid internship program with a competitive stipend
- A great opportunity to gain experience in a professional environment
- The chance to work with a collaborative team that values people first and accountability
How to Apply:
Please submit your application, including a resume, unofficial academic transcript, and letter of recommendation, to [insert contact information].
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