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About the Role
Cerity Partners is seeking motivated individuals for a summer internship program in Wealth Management. This paid internship offers real-world experience in the financial industry at a nationally recognized registered investment advisory firm, focusing on collaboration and professional growth.
Responsibilities
- Shadow and participate in client presentations.
- Utilize CRM and financial planning software systems.
- Obtain e-Money Certification.
- Assist Financial Advisors with financial documents and performance reports.
- Research stocks, bonds, and other securities using software like Bloomberg, YCharts, HiddenLevers, and Riskalyze.
- Use back-end portfolio management software for account linkups and portfolio maintenance.
- Participate in and present at 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.
- Collaborate virtually with a team to create a financial planning project.
- Perform other duties as assigned.
Requirements
- Currently enrolled in an undergraduate program at an accredited university.
- Minimum 3.2 GPA.
- Majoring in Financial Planning, Finance, Accounting, or a related business degree.
- Proficient in Microsoft Office Applications.
- Actively participating in campus organizations, preferably in a leadership role.
- Previous professional work experience.
- Alignment with Cerity Partner’s mission and demonstrated core values.
- Authorized to work for any employer in the U.S.
Skills
- Microsoft Office Applications
- CRM software
- Financial planning software
- Bloomberg
- YCharts
- HiddenLevers
- Riskalyze
- Portfolio management software
- Research
- Spreadsheet building
Location
- Remote
Work Type
- Paid Internship
- Full-time
Experience Level
- Internship
Education Level
- Undergraduate Program
Salary/Compensations
- Paid internship program (30-40 hours/week)
Benefits
- Direct exposure to senior leadership and decision-makers.
- Opportunity to work at one of the fastest-growing RIAs in America.
- Hands-on training to build and strengthen wealth management and financial planning skills.
- Experience within a culture that values collaboration, curiosity, and excellence.
About the Company
- Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.
- We are dedicated to building an inclusive and diverse workforce.
Equal Opportunity
- We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues.
- We will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
- Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.