Management Job at Cerity Partners, Elizabethtown, KY

ZEpJSVdybWFlYjBidzh1Tzd4NEZ0K2xlOVE9PQ==
  • Cerity Partners
  • Elizabethtown, KY

Job Description

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 Elizabethtown 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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

Job Tags

Internship, Part time, Summer work, Work experience placement, Work at office,

Similar Jobs

hellonextstep

Entry Level Sales (SDR / BDR) wanted for Behavioral Design Agency Job at hellonextstep

 ...ability to explain complex issues clearly ~ Must be self-motivated, persistent, and able to work independently ~ Familiarity with Salesforce for lead tracking and management (preferred)~ An excitement around psychology and marketing. We realize Behavioral Science is... 

jobgether

VB.NET UI/UX Developer - REMOTE Job at jobgether

 ...This position is posted by Jobgether on behalf of a partner company. We are currently looking for a VB.NET UI/UX Developer. In this role, you will have the opportunity to impact the retail technology landscape by developing advanced predictive solutions for clients across... 

ProMedica Toledo Hospital (TH)

Maintenance Mechanic - Bay Park Hospital Job at ProMedica Toledo Hospital (TH)

 ...Location: Bay Park Hospital Department: Plant Operations Weekly Hours: 40 Status: Full time Shift: Days (United States of America) Job Summary: As a Maintenance Mechanic, you create safe and welcoming environments for our patients, visitors and... 

Nokia

Senior Router Software Engineer - DataPath & DPDK Job at Nokia

A leading telecommunications company is seeking SW engineers in Sunnyvale, California, to develop and improve routers essential for internet core functions. Responsibilities include designing DataPath and writing efficient code. Ideal candidates should have experience ...

Top Level Promotions

Office Support Assistant Work from Home Job at Top Level Promotions

 ...Work from Home Data Entry & Office Administration Flexible Online Role About the...  ...Massachusetts, USA , for an entry-level remote position in data entry, office...  ...for beginners who want to gain hands-on experience managing digital records, supporting administrative...