Paid Summer Wealth Management Intern (Hybrid, Boston)

Cerity Partners; Boston (MA); Hybrid; USD 25,000 - 30,000; Part time

Job summary

Cerity Partners is seeking a Summer 2027 Wealth Management Intern in Boston for a paid, part-time role (30-40 hours per week) with hybrid work options. You will shadow financial advisors, gain exposure to wealth management, and participate in the full planning process while developing practical skills in a professional setting.

The internship targets undergraduates across related fields, with opportunities to obtain e-money certification and work closely with senior leaders in a fast-growing

Qualifications

• Be enrolled in an undergraduate program with a minimum 3.2 GPA.
• Majoring in Financial Planning, Finance, Accounting or related business degree.
• Proficient in Microsoft Office Applications.
• Actively participating in campus organizations or leadership roles.

Responsibilities

• Shadow and participate in client presentations.
• Utilize CRM and financial planning software systems.
• Assist Financial Advisors with preparation of financial documents and performance reports.
• Support the full financial planning process: discovery, data gathering, plan development, presentation, implementation, and ongoing reviews.
• Assist in designing and maintaining discretionary investment portfolios.
• Learn and implement basic income tax planning strategies.
• Conduct independent research and build spreadsheets for planning opportunities.
• Collaborate with team virtually on projects.

Skills

Financial planning

Finance

Accounting

Microsoft Office

Campus leadership

Education

Undergraduate student in progress

Majoring in Financial Planning, Finance, Accounting

Tools

CRM software

Financial planning software

Job description

Cerity Partners is seeking a Summer 2027 Wealth Management Intern in Boston for a paid, part-time role (30-40 hours per week) with hybrid work options. You will shadow financial advisors, gain exposure to wealth management, and participate in the full planning process while developing practical skills in a professional setting.

The internship targets undergraduates across related fields, with opportunities to obtain e-money certification and work closely with senior leaders in a fast-growing