Wealth Management Intern at Cerity Partners in Louisville, KY

Summary: Cerity Partners is a nationally recognized registered investment advisory looking for talented and motivated college students for their summer internship program. The role offers real-world experience in wealth management, providing opportunities to shadow financial advisors, participate in client presentations, and conduct research on investments. Responsibilities: - Shadow and participate in various types of client presentations - Utilize CRM and financial planning software systems - Opportunity to obtain e-Money Certification - Shadow and assist Financial Advisors with preparation of financial documents and performance reports - Perform research on stocks, bonds, and other securities, utilizing various investment software including Bloomberg, YCharts, HiddenLevers, Riskalyze, etc - Utilize back-end portfolio management software to assist in the organization of account linkups and portfolio maintenance - Participate and present in Investment Committee and portfolio subcommittee meetings - Learn about and participate in portfolio optimization, rebalancing, and backtesting - Conduct independent research and build spreadsheets for financial planning opportunities - Work with a team virtually to create a financial planning project or other projects - Other duties as assigned Required Qualifications: - Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA - Majoring in Financial Planning, Finance, Accounting, or related business degree - Be proficient in Microsoft Office Applications - Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience - Identify with Cerity Partner's mission and demonstrate our core values Required Skills: Financial Planning, Finance, Accounting, Microsoft Office, CRM software, Financial planning software, Investment research, Portfolio management software Benefits: Direct exposure to senior leadership and decision-makers., The opportunity to work at one of the fastest-growing RIAs in America., Hands-on training to build and strengthen wealth management and financial planning skills., Experience within a culture that values collaboration, curiosity, and excellence.