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Wealth Management Intern Jobs in Kentucky (NOW HIRING)

Ceritypartners

Wealth Management Intern

Louisville, KY · On-site

$17 - $22.25/hr

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 ...

Cerity Partners

Wealth Management Intern

Louisville, KY · On-site

$17 - $22.25/hr

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 ...

PIMCO Europe Ltd.

$59 - $61/hr

2027 Summer Internship - Global Wealth Management, Private Family Capital Analyst, US PIMCO is a ... As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help ...

New

UBS

Intern

Louisville, KY · On-site

$14.50 - $19.25/hr

You'll leave with a lot more than a job listing on your resume. • work on projects that have real impact on clients • support our team of wealth management experts • attend presentations by WMA ...

Cerity Partners

Summer 2027 Tax Intern

Louisville, KY · On-site

... Intern for our 2027 Summer Internship program. This is a paid internship program (30-40 hours per ... Hands-on training to build and strengthen wealth management and financial planning skills.

PIMCO Europe Ltd.

$162 - $198/hr

... Summer Intern - Account Manager, US Positions will be located in PIMCO's Newport Beach, CA ... Wealth Management business groups. Interns will be aligned to one of these teams and gain ...

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How much do wealth management intern jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for wealth management intern in Kentucky is $14.80, according to ZipRecruiter salary data. Most workers in this role earn between $12.55 and $16.68 per hour, depending on experience, location, and employer.

What does a wealth management intern do?

A Wealth Management Intern supports financial advisors and wealth managers by conducting research, preparing client presentations, and assisting with portfolio analysis. Interns often help with administrative tasks, data entry, and financial planning projects. This role provides hands-on experience in investment strategies, client relationship management, and financial product knowledge, making it an excellent stepping stone for a career in finance.

What types of projects and responsibilities can a wealth management intern expect to handle during their internship?

As a Wealth Management Intern, you can expect to support financial advisors with tasks such as conducting market research, preparing client presentations, and assisting with portfolio analysis. You may also help with administrative duties, data entry, and monitoring client accounts. Interns often participate in team meetings and may have the opportunity to shadow client interactions, gaining firsthand insight into relationship management. This role offers a valuable overview of daily operations in a wealth management firm and a chance to develop both technical and interpersonal skills.

What are the key skills and qualifications needed to thrive as a wealth management intern, and why are they important?

To thrive as a Wealth Management Intern, you need a solid understanding of finance, investment principles, and strong analytical skills, often supported by coursework in economics or finance. Familiarity with financial modeling tools, Microsoft Excel, and CRM systems like Salesforce is commonly required. Excellent communication, attention to detail, and a client-focused attitude are crucial soft skills for building relationships and supporting advisory teams. These skills enable interns to effectively assist with portfolio analysis, client service, and administrative tasks in a competitive financial environment.

Is it hard to get a wealth management internship?

Securing a wealth management internship can be competitive, often requiring relevant coursework, strong academic performance, and interpersonal skills. Applicants typically need to demonstrate financial knowledge, sometimes through certifications like the CFA Level I, and may be expected to complete interviews and assessments as part of the selection process.

What are the most commonly searched types of Wealth Management jobs in Kentucky?

The most popular types of Wealth Management jobs in Kentucky are:

What are popular job titles related to Wealth Management Intern jobs in Kentucky?

For Wealth Management Intern jobs in Kentucky, the most frequently searched job titles are:

What job categories do people searching Wealth Management Intern jobs in Kentucky look for?

The top searched job categories for Wealth Management Intern jobs in Kentucky are:

What cities in Kentucky are hiring for Wealth Management Intern jobs?

Cities in Kentucky with the most Wealth Management Intern job openings:

Wealth Management Intern jobs near you
Infographic showing various Wealth Management Intern job openings in Kentucky as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 14% Part Time, 4% Contract, and 1% Nights. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $30,777 per year, or $14.8 per hour.

Wealth Management Intern

Ceritypartners

Louisville, KY • On-site

$17 - $22.25/hr

Part-time

Posted 4 days ago

Key responsibilities

  • Assist Financial Advisors with preparation of financial documents and performance reports

  • Perform research on stocks, bonds, and other securities using various investment software

  • Utilize CRM and financial planning software systems to support client and portfolio management activities

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 2027 summer internship experience.

This is a paid internship program 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.

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