Summer 2027 Wealth Management Internship

Cerity Partners
Houston, Texas, United States
Intern, Part Time
On Site
Trainee
0+
Bachelor Degree
Finance & Accounting Financial Services Insurance

Posted 4 weeks ago

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Excellent 4.7

Job summary

A summer internship for college students in wealth management providing real-world experience. Tasks include shadowing financial advisors, using financial software, researching securities, assisting with financial documents, participating in meetings, and conducting independent research. The role offers a paid position with exposure to financial industry and senior leadership, aiming to develop wealth management and financial planning skills.

Responsibilities

The intern will shadow financial advisors, assist with client presentations, and perform research on various securities. They will also utilize financial software to support portfolio maintenance, rebalancing, and the creation of financial planning projects.

Qualifications

Candidates must be currently enrolled in an undergraduate program in Finance, Accounting, or a related business field with a minimum 3.2 GPA. Proficiency in Microsoft Office and active participation in campus organizations or professional work experience are required.

English

Benefits

  • Paid internship
  • Hands-on training
  • Exposure to senior leadership

Company

Cerity Partners

Cerity Partners

linkedin
Financial Services
Location
Houston, Texas, United States

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Excellent 4.7
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