Summer 2027 Wealth Management Internship

Cerity Partners Management LLC; Denver (CO); Hybride; USD 28 000 - 40 000; Plein temps

Avantages offerts par ce poste

Paid internship

Hybrid schedule (30-40 hrs/wk)

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Microsoft Office

Leadership

Campus involvement

Attention to detail

Formation

Undergraduate degree in Financial Planning/Finance/Accounting

Outils

CRM software

Financial planning software

eMoney Certification

Description du poste

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.

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

Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities.

Our people drive our success by working together to deliver exceptional service to our clients.

We truly care about what we do.

Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight.

At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. 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 wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients. 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.