Wealth Management Internship Opportunity

5 days ago


Louisville, Kentucky, United States Cerity Partners Full time
Job Details

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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