Wealth Management Internship

Cerity Partners; Austin (TX); 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

## Wealth Management InternshipApply: Onsite: Austin Office: Part time: Posted Today: R825Are 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* Perform research on stocks, bonds, and other securities, utilizing various investment software including Bloomberg, YCharts, HiddenLevers, Riskalyze, etc.* Utilize back-end portfolio management software to assist in the organization of account linkups and portfolio maintenance* Participate and present in Investment Committee and portfolio subcommittee meetings* Learn about and participate in 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.**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.*