Summer 2027 Wealth Management Internship

Cerity Partners; Denver (CO); Hybrid; USD 53,726,000 - 71,635,000; Part time

Benefits offered by this job

Paid internship

Hybrid work schedule

Job summary

Cerity Partners is seeking motivated undergraduates for a paid wealth management internship in Denver for Summer 2027. The program runs 30-40 hours per week in a hybrid setting, offering real-world exposure in a nationally recognized RIA.

Shadow financial advisors, gain experience with CRM and planning software, and pursue an optional eMoney Certification while supporting the full financial planning process.

Qualifications

• Enrolled in an undergraduate program with a minimum 3.2 GPA.
• Majoring in Financial Planning, Finance, Accounting, or related business degree.
• Proficient in Microsoft Office applications.
• Active campus involvement with leadership roles 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 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 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

MS Office Proficiency

Leadership experience

Financial planning knowledge

Research and analysis

CRM systems

Education

Undergraduate student in Financial Planning/Finance/Accounting

GPA 3.2+

Tools

CRM

Financial planning software

eMoney

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 hybrid) 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 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. **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* 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 demonstrate our core values **Compensation**:$25.00 per hour**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.*