Wealth Management Intern
Cerity Partners(1 month ago)
About this role
A paid summer internship at Cerity Partners providing college students with real-world exposure to the financial industry at a nationally recognized registered investment advisory. The program emphasizes professional development within a collaborative, people-first culture and offers hands-on training in wealth management and financial planning. Interns receive direct exposure to senior leadership and opportunities to work on team projects and professional initiatives.
Required Skills
- CRM
- Financial Planning
- Microsoft Office
- Research
- Bloomberg
- YCharts
- HiddenLevers
- Riskalyze
- Portfolio Management
- Financial Analysis
+5 more
Qualifications
- Enrolled Undergraduate Degree
- Minimum 3.2 GPA
- Major in Finance/Financial Planning/Accounting
- Authorized To Work In U.S.
About Cerity Partners
ceritypartners.comCerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.
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