Wealth Management Intern
Cerity Partners(2 months ago)
About this role
A Summer Wealth Management Intern at Cerity Partners will gain paid, real-world experience supporting financial advisors and the investment team at a registered investment advisory. The role provides exposure to client interactions, investment research, and portfolio analysis within a collaborative, people-first environment.
Required Skills
- CRM
- Financial Planning
- Client Presentations
- Investment Research
- Bloomberg
- YCharts
- HiddenLevers
- Riskalyze
- Portfolio Management
- Portfolio Optimization
+4 more
Qualifications
- Enrolled Undergraduate
- Minimum 3.2 GPA
- Major in Finance, Marketing, or Communications
About Cerity Partners
ceritypartners.comCerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.
View more jobs at Cerity Partners →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Cerity Partners
Similar Jobs
Asset Management Intern
Equity LifeStyle Properties(19 days ago)
2026 Summer Intern - Private Wealth Management Multi-manager Investment Platform Boston
C+C(1 month ago)
Associate Advisor, Wealth Management
Choreo(1 month ago)
Associate Wealth Advisor
Focus Partners Wealth(1 month ago)
Associate Wealth Advisor
Focus Partners Wealth(1 month ago)
2026 Summer Intern - Global Wealth Management, Private Client Group
PIMCO(4 months ago)