Financial Planning Intern - Hands-on with Leaders

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 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