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Cerity Partners · 10 hours ago

Wealth Management Intern

Raleigh, NC

Internship

Hybrid

Intern

Start in 2026 Summer

Cerity Partners is searching for talented, bright, and motivated individuals to join their Wealth Management team for a summer internship. This paid internship provides real-world experience in the financial industry, where interns will assist Financial Advisors and participate in client presentations and investment committee meetings.

BankingFinanceFinancial Services

No H1B

Responsibilities

Shadow and participate in various types of client presentations

Utilize CRM and financial planning software systems

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 on a group project and other duties as assigned