Wealth Management Intern

Are you a college student looking for a summer internship that will provide real world experience? Do you want to work with a collaborative team that believes in putting people first and holding each other accountable? Would you like to be part of a team who works to empower, assist, guide, motivate and support others? If yes, we believe you could be an outstanding fit for our summer internship experience. Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Cincinnati Wealth Management team for the summer of 2027. This is a paid internship program (30-40 hours/week) and a great opportunity for individuals looking to gain experience in a professional environment. This role is ideal for someone looking for authentic exposure to the financial industry at a nationally recognized registered investment advisory.

Primary 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 Help support the full financial planning process: discovery, data gathering, plan development, presentation, implementation, and ongoing reviews Assist in the design, implementation, and maintenance of discretionary investment portfolios Learn and implement basic and advanced income tax planning strategies 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