Paid Wealth Management Summer Intern — Hands-On

ceritypartners; Santa Barbara (CA); On-site; USD 30,000 - 39,000; Full time

Job summary

Cerity Partners invites motivated undergraduates to join our Wealth Management team for a paid summer internship in 2027. The position runs 30-40 hours per week at $25 per hour and offers direct exposure to senior leadership in a fast-growing national RIA.

Eligible candidates are enrolled undergrad students with a 3.2+ GPA, majoring in Financial Planning, Finance, or Accounting, and proficient in MS Office. Internship includes real-world project work and potential certification exposure.

Qualifications

• Be enrolled as an undergrad with minimum 3.2 GPA.
• Majoring in Financial Planning, Finance, or Accounting.
• Proficient in Microsoft Office.
• Active campus involvement, leadership preferred.

Responsibilities

• Shadow and participate in client presentations.
• Use CRM and financial planning software systems.
• Assist in preparation of financial documents and performance reports.
• Support the full financial planning process: discovery, data, plan, presentation, implementation, reviews.
• Help design, implement, and maintain discretionary portfolios.
• Learn and apply basic and advanced income tax planning strategies.
• Conduct independent research and build financial planning spreadsheets.
• Collaborate with team virtually on financial planning projects.

Skills

GPA 3.2

Leadership experience

MS Office proficiency

Interest in finance industry

Campus involvement

Education

Undergraduate student

Finance/Accounting major

Tools

CRM software

Financial planning software

Job description

Cerity Partners invites motivated undergraduates to join our Wealth Management team for a paid summer internship in 2027. The position runs 30-40 hours per week at $25 per hour and offers direct exposure to senior leadership in a fast-growing national RIA.

Eligible candidates are enrolled undergrad students with a 3.2+ GPA, majoring in Financial Planning, Finance, or Accounting, and proficient in MS Office. Internship includes real-world project work and potential certification exposure.