Paid Wealth Management Internship - Summer 2027

Cerity Partners Management LLC; Denver (CO); Hybrid; USD 28,000 - 40,000; Full time

Benefits offered by this job

Paid internship

Hybrid schedule (30-40 hrs/wk)

Job summary

Cerity Partners invites university students to join our Wealth Management internship for the summer of 2027. The paid program runs 30-40 hours per week in a hybrid setting and offers exposure to client presentations, financial planning processes, and hands-on training.

Ideal candidates are undergraduates with a 3.2 GPA or higher, majoring in Financial Planning, Finance, or Accounting, and proficient in MS Office. Leadership experience and alignment with Cerity Partners’ values are encouraged.

Qualifications

• Be enrolled in an undergraduate program 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.
• Actively participating in campus organizations, preferably in a leadership role.
• Identify with Cerity Partners’ mission and demonstrate core values.

Responsibilities

• Shadow and participate in client presentations.
• Utilize CRM and financial planning software systems.
• Opportunity to obtain eMoney Certification.
• Shadow and assist Financial Advisors with preparation of financial documents and performance reports.
• Help support the full financial planning process: discovery, data gathering, plan development, presentation, implementation, and ongoing reviews.
• Assist in the design, implementation, and maintenance of discretionary investment portfolios.
• Learn and implement basic and advanced income tax planning strategies.
• Conduct independent research and build spreadsheets for financial planning opportunities.
• Work with a team to create a financial planning project or other projects.
• Other duties as assigned.

Skills

Microsoft Office

Leadership

Campus involvement

Attention to detail

Education

Undergraduate degree in Financial Planning/Finance/Accounting

Tools

CRM software

Financial planning software

eMoney Certification

Job description

Cerity Partners invites university students to join our Wealth Management internship for the summer of 2027. The paid program runs 30-40 hours per week in a hybrid setting and offers exposure to client presentations, financial planning processes, and hands-on training.

Ideal candidates are undergraduates with a 3.2 GPA or higher, majoring in Financial Planning, Finance, or Accounting, and proficient in MS Office. Leadership experience and alignment with Cerity Partners’ values are encouraged.