Wealth Management Intern jobs in United States
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Cerity Partners · 12 hours ago

Wealth Management Intern

positionUnited States
timeInternship
remoteRemote
seniorityIntern
workcardStart in 2026 Summer

Cerity Partners is searching for talented, bright, and motivated individuals to join their Wealth Management team for a summer internship. This role offers college students the opportunity to gain real-world experience in the financial industry while working collaboratively in a supportive environment.

BankingFinanceFinancial Services
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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
Help support the full financial planning process: discovery, data gathering, plan development, presentation, implementation, and ongoing reviews
Assist in the design, implementation, and maintenance of discretionary investment portfolios
Learn and implement basic and advanced income tax planning strategies
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

Qualification

Financial PlanningMicrosoft OfficeAccountingLeadership ExperienceTeam Collaboration

Required

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

Benefits

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.

Company

Cerity Partners

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Cerity Partners is a financial services company specializes in banking,finance and personal loan.
dateFounded in 2009
location
New York, New York, USA
people-size1001-5000 employees
web-link
https://ceritypartners.com/

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing

Leadership Team

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Kurt Miscinski
President & CEO
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Carol Benz
Partner & Chief People Officer
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Recent News

GlobeNewswire
Nasdaq Private Market Announces Strategic Partnership with Cerity Partners to Deliver Full-Spectrum Financial Planning Solutions to Private Companies and Their Employees
2025-12-11
PR Newswire
Cerity Partners Announces Exclusive Partnership with Nasdaq Private Market to Expand Offerings Across the Private Market Ecosystem
2025-12-11
Benzinga.com
Cleveland-Cliffs, Meta And Rocket On CNBC's 'Final Trades'
2025-11-03
Company data provided by crunchbase