Wealth Management Intern

Sorry, this job was removed at 04:22 a.m. (CST) on Wednesday, Oct 15, 2025
Be an Early Applicant
Cincinnati, OH
In-Office
Financial Services
The Role

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 2026.

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
  • 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

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. As part of our internship program, you will gain:

  • 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.

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. 

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.

Similar Jobs

Spectrum Logo Spectrum

Sr. Media Sales Trainer - Spectrum Reach

Information Technology • Internet of Things • Mobile • On-Demand • Software
In-Office
Cleveland, OH, USA
100000 Employees

Spectrum Logo Spectrum

Manager, Field Marketing - Spectrum Reach

Information Technology • Internet of Things • Mobile • On-Demand • Software
In-Office
Cleveland, OH, USA
100000 Employees

Liberty Mutual Insurance Logo Liberty Mutual Insurance

Data Engineer

Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Hybrid
Columbus, OH, USA
40000 Employees
82K-150K Annually

Liberty Mutual Insurance Logo Liberty Mutual Insurance

Director II, Data Solutions

Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Remote or Hybrid
Columbus, OH, USA
40000 Employees
117K-254K Annually
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: New York, NY
879 Employees

What We Do

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.

We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations.

Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals.

This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.

https://ceritypartners.com/award-disclosures

Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.

Similar Companies Hiring

Yooz Thumbnail
Software • Machine Learning • Fintech • Financial Services • Cloud • Automation • Artificial Intelligence
Aimargues, FR
470 Employees
Amplify Platform Thumbnail
Fintech • Financial Services • Consulting • Cloud • Business Intelligence • Big Data Analytics
Scottsdale, AZ
62 Employees
Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
40 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account