Cerity Partners · 2 days ago
Retirement Plan Services Internship
West Conshohocken, PA
Internship
Onsite
InternCerity Partners is a nationally recognized registered investment advisory firm seeking motivated college students for their Retirement Plan Services summer internship. This role offers real-world experience and the opportunity to work closely with Client Relationship Managers and Financial Wellness Coaches, providing support and gaining exposure to the financial industry.
BankingFinanceFinancial Services
No H1B
Responsibilities
Shadow our Client Relationship Managers and Financial Wellness Coaches
Participate in various types of client presentations
Provide ongoing support to the team while ensuring requests/needs are managed in a timely manner
Maintain accurate client records as needed
Research and gain basic knowledge of investment accounts, products and the forms required to transact business
Assist with internal coordination across departments to ensure tasks / follow-up are completed in a timely manner
Provide maintenance and quality control of CRM
Collaborate with other departments to improve general processes, receive/provide feedback as needed
Obtain e-Money Certification
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 Finance, Financial Planning, 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
2026-01-22
2026-01-16
Private Banker International
2026-01-11
Company data provided by crunchbase