Paid Summer Wealth Management Internship

Cerity Partners Management LLC; Santa Barbara (CA); Remote; USD 28,000 - 40,000; Part time

Benefits offered by this job

Paid internship

Mentorship

Exposure to senior leadership

Job summary

Ceritiy Partners seeks a motivated undergraduate for a paid summer internship with our Wealth Management team. The program offers hands-on client exposure, opportunities to learn financial planning, and collaboration with senior professionals.

You will gain practical experience in portfolio support, planning processes, and tax strategies while working 30–40 hours per week. Eligible students must maintain a 3.2+ GPA and actively engage on campus.

Qualifications

• Be enrolled as an undergraduate at an accredited university with a minimum 3.2 GPA.
• Majoring in Financial Planning, Finance, Accounting, or related business degree.
• Proficient in Microsoft Office Applications and active in campus organizations, preferably with leadership roles.

Responsibilities

• Shadow and participate in client presentations.
• Utilize CRM and financial planning software systems.
• Shadow and assist Financial Advisors with financial documents and reports.
• Support the full financial planning process from discovery to ongoing reviews.
• Assist in designing and maintaining discretionary investment portfolios.
• Learn basic and advanced income tax planning strategies.
• Conduct independent research and build spreadsheets for planning opportunities.
• Collaborate with a virtual team on projects.

Skills

Leadership experience

Campus involvement

Strong communication

Education

Undergraduate student in Financial Planning/ Finance/ Accounting

Tools

Microsoft Office

Job description

Ceritiy Partners seeks a motivated undergraduate for a paid summer internship with our Wealth Management team. The program offers hands-on client exposure, opportunities to learn financial planning, and collaboration with senior professionals.

You will gain practical experience in portfolio support, planning processes, and tax strategies while working 30–40 hours per week. Eligible students must maintain a 3.2+ GPA and actively engage on campus.