Wealth Management Intern

Cerity Partners • Louisville, KY

2d

About The Position

Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join their Louisville Wealth Management team for the summer of 2026. This is a paid internship program (30-40 hours/week) and a great opportunity for individuals looking to gain experience in a professional environment and authentic exposure to the financial industry at a nationally recognized registered investment advisory. Cerity Partners is one of the nation’s leading independent financial advisory firms, serving high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from offices across the country. Their in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. The firm believes in a long-term approach to wealth management and to their people, managing over $100 billion in assets and routinely recognized as a Barron’s Top 100 RIA firm. The company fosters a collaborative community of experts who are helpful, knowledgeable, sincere, and dedicated to going the extra mile for clients, aiming to find diverse solutions for diverse financial needs. Cerity Partners is committed to providing an environment where all individuals can be their authentic selves and is an Equal Opportunity Employer, dedicated to building an inclusive and diverse workforce. They are also committed to working with and providing accommodations to applicants with disabilities or special needs.

Requirements

• Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
• Majoring in Financial Planning, Finance, Accounting, 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
• Identify with Cerity Partner’s mission and demonstrate our core values
• 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
• Opportunity to obtain e-Money Certification
• 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

• Direct exposure to senior leadership and decision-makers
• The 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
• Paid internship program
• Equal Opportunity Employer
• Commitment to providing accommodations to applicants with disabilities or special needs

What This Job Offers

• Career Level: Intern
• Number of Employees: 501-1,000 employees