Wealth Management Intern

Cerity Partners • Norfolk, VA

9d • Remote

About The Position

Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Wealth Management team for the summer of 2027. This is a paid internship program 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.

Requirements

• Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
• Majoring in Communications, Marketing, Finance 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
• Applicants must be authorized to work for any employer in the U.S.

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 backtesting
• Conduct independent research and build spreadsheets for financial planning opportunities
• Work with a team virtually to create a financial planning project or other projects
• Other duties as assigned.

Benefits

• This is a paid internship program

What This Job Offers

• Career Level: Intern