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Summer Internship at Cerity Partners - ApplyBlast

Summer Internship

Cerity Partners

1 month ago

4.7 on Glassdoor

Cincinnati, Ohio, United States

Onsite

Internship

Intern

0 applicants

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About this role

Cerity Partners is seeking a motivated college student for a paid summer internship with the Cincinnati Wealth Management team in 2027. This role offers authentic exposure to the financial industry, providing hands-on experience in wealth management and financial planning within a collaborative, professional environment. Interns will gain direct exposure to senior leadership and develop skills in client presentations, financial software, and portfolio management.

Responsibilities

Shadow and assist Financial Advisors with preparation of financial documents and performance reports
Support the full financial planning process including discovery, data gathering, and plan development
Assist in the design, implementation, and maintenance of discretionary investment portfolios