Paid Wealth Management Internship — Summer 2027

Cerity Partners; Houston (TX); Hybrid; USD 28,000 - 34,000; Part time

Job summary

Cerit y Partners in Houston offers a paid Summer Wealth Management Internship for college students. This onsite, part-time program runs 30–40 hours per week, giving real-world experience at a nationally recognized RIAs.

You will shadow advisors, work with CRM and planning software, pursue the e-Money Certification, and assist with financial documents, research, and portfolio tasks under senior leadership.

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.
• Be proficient in Microsoft Office Applications.
• Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience.
• Identify with Cerity Partners mission and core values.

Responsibilities

• Shadow and participate in client presentations.
• Utilize CRM and financial planning software systems.
• Opportunity to obtain e-Money Certification.
• Shadow and assist Financial Advisors with preparation of financial documents and performance reports.
• Perform research on stocks, bonds, and other securities, utilizing various investment software.
• Utilize back-end portfolio management software to assist in the organization of account linkups and portfolio maintenance.
• Participate in Investment Committee and portfolio subcommittee meetings.
• Learn about and participate in portfolio optimization, rebalancing, and backtesting.
• Conduct independent research and build spreadsheets for financial planning opportunities.
• Work with a team virtually to create a financial planning project or other projects.

Skills

Leadership

Communication

Teamwork

Education

Undergraduate student in an accredited university

Tools

Microsoft Office

Job description

Cerit y Partners in Houston offers a paid Summer Wealth Management Internship for college students. This onsite, part-time program runs 30–40 hours per week, giving real-world experience at a nationally recognized RIAs.

You will shadow advisors, work with CRM and planning software, pursue the e-Money Certification, and assist with financial documents, research, and portfolio tasks under senior leadership.