Summer Wealth Management Intern - Finance Experience

Cerity Partners; Austin, Northern (TX, KY); Hybrid; USD 28,000 - 34,000; Part time

Benefits offered by this job

Paid internship

Job summary

Cerit y Partners is offering a paid Wealth Management internship in Austin for summer 2027. Students will shadow financial advisors, learn client presentation techniques, and work with CRM and planning software.

The program provides real-world exposure to investment analysis, portfolio support, and collaborative team projects. Qualifications include a minimum 3.2 GPA, undergrad enrollment, and strong Microsoft Office skills.

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
• Active campus involvement or leadership experience
• Identify with Cerity Partners’ mission and core values

Responsibilities

• Shadow and participate in various 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 using Bloomberg, YCharts, HiddenLevers, Riskalyze, etc.
• Utilize back-end portfolio management software to organize account linkups and portfolio maintenance
• Participate in Investment Committee and portfolio subcommittee meetings
• Learn 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
• Other duties as assigned

Skills

CRM software

Financial analysis

Microsoft Office

Team collaboration

Education

Undergraduate student (any major) enrolled

Tools

Bloomberg

YCharts

HiddenLevers

Riskalyze

Job description

Cerit y Partners is offering a paid Wealth Management internship in Austin for summer 2027. Students will shadow financial advisors, learn client presentation techniques, and work with CRM and planning software.

The program provides real-world exposure to investment analysis, portfolio support, and collaborative team projects. Qualifications include a minimum 3.2 GPA, undergrad enrollment, and strong Microsoft Office skills.