Cerity Partners

Summer 2027 Wealth Management Internship

Cerity Partners

Elizabethtown · Posted Sep 11

Finance Onsite
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Paid Summer 2027 Wealth Management Internship in Elizabethtown, KY for undergraduates. Responsibilities include shadowing Financial Advisors, utilizing CRM and financial planning software, potential to obtain the e-Money Certification, researching stocks and securities with Bloomberg and other tools, and contributing to portfolio maintenance and planning projects.

What they are looking for

Microsoft office Bloomberg Ycharts Hiddenlevers Riskalyze

Details

Work type
Onsite
Compensation
Paid

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