Paid Wealth Management Internship — Hands-On & Mentorship

Cerity Partners Management LLC; Houston (TX); On-site; USD 36,000 - 45,000; Full time

Job summary

Cerit y Partners is seeking a summer internship in Houston for the Wealth Management team. This paid program runs 30-40 hours per week and offers hands-on exposure to client presentations, financial planning, and investment research. Ideal for undergraduates seeking real-world experience and professional growth.

Cerity Partners emphasizes collaboration, integrity, and accountability, with opportunities to gain credentials and exposure to senior leadership in a fast-growing RIAs environment.

Qualifications

• Enrolled in an accredited undergraduate program with a GPA of at least 3.2.
• Majoring in Financial Planning, Finance, Accounting, or related business degree.
• Proficient in Microsoft Office applications.

Responsibilities

• Shadow and participate in client presentations.
• Assist Financial Advisors with financial documents and performance reports.
• Conduct research on stocks, bonds, and other securities using investment software.
• Use CRM and planning software for portfolio organization and reporting.
• Collaborate with the team to create financial planning projects.

Skills

Team collaboration

Analytical thinking

Attention to detail

Adaptability

Education

Undergraduate student

Finance major

Tools

CRM

Morningstar

YCharts

Orion Risk Intelligence

Job description

Cerit y Partners is seeking a summer internship in Houston for the Wealth Management team. This paid program runs 30-40 hours per week and offers hands-on exposure to client presentations, financial planning, and investment research. Ideal for undergraduates seeking real-world experience and professional growth.

Cerity Partners emphasizes collaboration, integrity, and accountability, with opportunities to gain credentials and exposure to senior leadership in a fast-growing RIAs environment.