Summer 2027 Wealth Management Intern

Cerity Partners Management LLC; Grand Rapids (MI); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Paid internship

e‑Money Certification opportunity

Mentorship from senior leaders

Job summary

Cerity Partners is recruiting for a summer internship with our Wealth Management team for 2027. This paid internship (30-40 hours/week) offers real-world experience and exposure to a nationally recognized registered investment adviser.

You will shadow financial advisors, use CRM and planning software, and participate in the full wealth management process. Ideal candidates are undergraduates in Financial Planning/Finance with a minimum 3.2 GPA, proficiency in Microsoft Office, and active campus

Qualifications

• Be enrolled in an undergraduate program 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 in a leadership role.
• 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
• Assist Advisors with financial documents and performance reports
• Support full financial planning process: discovery, data gathering, plan development, presentation, implementation, reviews
• Assist in design/maintenance of discretionary investment portfolios
• Learn and implement basic and advanced income tax planning strategies
• Conduct independent research and build spreadsheets for planning opportunities
• Work with a team virtually on planning projects
• Other duties as assigned

Skills

Leadership experience

Analytical skills

Education

Undergraduate student in Financial Planning/Finance

GPA 3.2 or higher

Tools

Microsoft Office

Job description

Are you a college student looking for a summer internship that will provide real world experience? Do you want to work with a collaborative team that believes in putting people first and holding each other accountable? Would you like to be part of a team who works to empower, assist, guide, motivate and support others? If yes, we believe you could be an outstanding fit for our summer internship experience. Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Wealth Management team for the summer of 2027. This is a paid internship program (30-40 hours/week) and a great opportunity for individuals looking to gain experience in a professional environment.

This role is ideal for someone looking for authentic exposure to the financial industry at a nationally recognized registered investment advisory.

Primary Responsibilities

• Shadow and participate in various types of 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
• 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 virtually to create a financial planning project or other projects
• Other duties as assigned

Required 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 Partner’s mission and demonstrate our core values

Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. As part of our internship program, you will gain:

• Direct exposure to senior leadership and decision-makers.
• The opportunity to work at one of the fastest-growing RIAs in America.
• Hands‑on training to build and strengthen wealth management and financial planning skills.
• Experience within a culture that values collaboration, curiosity, and excellence.

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.

We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [e-mail].

Applicants must be authorized to work for any employer in the U.S.

Ultimately, outstanding service is about people and relationships. Our people are the nucleus of Cerity Partners. You bring unique expertise, commitment, and knowledge to the firm. By working together, we achieve our mission to positively impact the financial well‑being of our clients, colleagues, and communities.

Our services span wealth management, tax, trust, and family office, as well as workplace solutions, retirement plan consulting, corporate venture capital, institutional consulting, and outsourced investment office (OCIO) solutions. That breadth means career paths across many disciplines. Our people drive our success by working together to deliver exceptional service to our clients.

Cerity Partners is one of the nation’s leading independent financial firms. We serve high-net-worth individuals and their families, businesses and their employees, and institutions and nonprofit organizations from our offices across the country. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach. We don’t just look for short‑term gains, we seek long‑term growth. We have the same approach to our people. We look for experienced and credentialed colleagues across every discipline who can keep pace with us. We manage over $190 billion in assets for our clients, and we are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more.

The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: finding diverse solutions to suit diverse financial needs.