Financial Planning Analyst Internship

Cerity Partners Management LLC; United States; On-site; USD 28,000 - 34,000; Full time

Job summary

Cerity Partners is seeking Summer 2027 Interns to join our Financial Planning team within the Central Solutions group. As a Financial Planning intern, you will work directly with our Chief Planning Officer and team, gaining hands-on exposure to financial planning, client relationship management, and the tools advisors use to help clients reach their goals.

This paid, full-time internship (40 hours per week) offers practical experience in a professional setting and is ideal for students pursuing

Qualifications

• Pursuing an undergraduate degree; Business or Finance majors preferred but not required.
• Strong interest in finance, financial planning, and wealth management.
• Strong analytical skills with a high attention to detail.
• Proficiency with Microsoft Office, including Excel-based financial modeling and cash flow analysis.
• Experience with financial planning, tax planning, or estate planning software considered a plus.
• Comfort learning new technology platforms, including AI-enabled tools, considered a plus.
• Ability to work both independently in a fast-paced environment and collaboratively within a team.
• Strong presentation and communication skills.
• Confidentiality and professional integrity of the highest order.
• Alignment with Cerity Partners' mission and demonstrate our core values.

Responsibilities

• Support the Chief Planning Officer and Central Solutions Strategy team on day-to-day business operations and special projects.
• Assist with the evaluation and firmwide adoption of financial planning, cash flow, and estate planning technology platforms.
• Partner with our Practice Development Officers to translate planning best practices into resources that improve outcomes for clients.
• Contribute to firmwide planning strategy initiatives, such as client segmentation, competitive benchmarking, and KPI reporting.
• Help prepare planning materials, cash flow analyses, and presentations used in advisor and client conversations.
• Perform other responsibilities as assigned.

Skills

Finance knowledge

Analytical skills

Excel modeling

Communication skills

Team collaboration

Education

Undergrad degree in progress

Business or Finance major preferred

Tools

Excel

AI-enabled tools

Job description

Cerity Partners is looking for Summer 2027 Interns to join our Financial Planning team, part of our Central Solutions team. As a Financial Planning intern, you will work directly alongside our Chief Planning Officer and other members of the Financial Planning team, gaining hands-on exposure to comprehensive financial planning, client relationship management, and the tools and processes advisors use to help clients reach their financial goals. This is a paid, full-time internship (40 hours per week) that offers practical experience in a professional setting. It's a strong opportunity for students seeking direct insight into the financial planning and wealth management industry at one of the fastest-growing registered investment advisory firms in the country.

Primary Responsibilities

• Support the Chief Planning Officer and Central Solutions Strategy team on day-to-day business operations and special projects.
• Assist with the evaluation and firmwide adoption of financial planning, cash flow, and estate planning technology platforms.
• Partner with our Practice Development Officers to translate planning best practices into resources that improve outcomes for clients.
• Contribute to firmwide planning strategy initiatives, such as client segmentation, competitive benchmarking, and KPI reporting.
• Help prepare planning materials, cash flow analyses, and presentations used in advisor and client conversations.
• Perform other responsibilities as assigned.

Required Qualifications

• Pursuing an undergraduate degree with a strong academic record; Business or Finance majors preferred but not required.
• Strong interest in finance, financial planning, and wealth management.
• Strong analytical skills with a high attention to detail.
• Proficiency with Microsoft Office, including Excel-based financial modeling and cash flow analysis.
• Experience with financial planning, tax planning, or estate planning software considered a plus.
• Comfort learning new technology platforms, including AI-enabled tools, considered a plus.
• Ability to work both independently in a fast-paced environment and collaboratively within a team.
• Strong presentation and communication skills.
• Confidentiality and professional integrity of the highest order.
• Alignment with Cerity Partners' mission and demonstrate our core values.

Why Cerity Partners

• Direct exposure to senior leadership and decision-makers.
• The chance to work at one of the fastest-growing RIAs in America.
• Hands-on mentorship to build and strengthen financial planning skills.
• Experience within a culture that values collaboration, curiosity, and excellence.
• A strong foundation for a career in financial planning and wealth management.

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 [e-mail]. Applicants must be authorized to work for any employer in the U.S.

Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.

Cerity Partners is one of the nation's leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don't just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron's Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.