Wealth Management Intern
Cerity Partners(1 month ago)
About this role
A Summer Wealth Management Intern at Cerity Partners is a paid, 30–40 hour/week internship providing college students with real-world exposure to the financial industry at a nationally recognized registered investment advisory. Interns receive professional development and access to senior leadership while participating in a collaborative, people-first culture focused on wealth management and financial planning.
Required Skills
- Client Presentations
- CRM
- Financial Planning
- Investment Research
- Bloomberg
- Portfolio Management
- Excel
- Backtesting
- Rebalancing
- Teamwork
Qualifications
- Undergraduate Enrollment
- Minimum 3.2 GPA
- Major in Finance, Accounting, or Related
- US Work Authorization
About Cerity Partners
ceritypartners.comCerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.
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