Cerity Partners · 13 hours ago
Wealth Management Intern
Boston, MA
Internship
Onsite
Intern
Start in 2026 SummerCerity 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 to support clients and financial advisors.
BankingFinanceFinancial Services
No H1B
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
Qualification
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
Cerity Partners is a financial services company specializes in banking,finance and personal loan.
Founded in 2009
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing
Leadership Team
Kurt Miscinski
President & CEO
Carol Benz
Partner & Chief People Officer
Recent News
Private Banker International
2026-01-11
2026-01-09
Company data provided by crunchbase