Wealth Management Intern
Cerity Partners(14 days ago)
About this role
Cerity Partners offers a summer internship in Wealth Management designed for college students pursuing finance or related fields. The program provides real-world experience through shadowing professionals, participating in financial analysis, and gaining exposure to wealth management software and processes.
Required Skills
- Microsoft Office
- Financial Analysis
- Investment Software
- Portfolio Management
- Research
- Financial Planning
- CRM
- Bloomberg
- Riskalyze
- Excel
About Cerity Partners
ceritypartners.comCerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.
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