Wealth Management Internship

ceritypartners; Santa Barbara (CA); On-site; USD 30,000 - 39,000; Full time

Job summary

Cerity Partners invites motivated undergraduates to join our Wealth Management team for a paid summer internship in 2027. The position runs 30-40 hours per week at $25 per hour and offers direct exposure to senior leadership in a fast-growing national RIA.

Eligible candidates are enrolled undergrad students with a 3.2+ GPA, majoring in Financial Planning, Finance, or Accounting, and proficient in MS Office. Internship includes real-world project work and potential certification exposure.

Qualifications

• Be enrolled as an undergrad with minimum 3.2 GPA.
• Majoring in Financial Planning, Finance, or Accounting.
• Proficient in Microsoft Office.
• Active campus involvement, leadership preferred.

Responsibilities

• Shadow and participate in client presentations.
• Use CRM and financial planning software systems.
• Assist in preparation of financial documents and performance reports.
• Support the full financial planning process: discovery, data, plan, presentation, implementation, reviews.
• Help design, implement, and maintain discretionary portfolios.
• Learn and apply basic and advanced income tax planning strategies.
• Conduct independent research and build financial planning spreadsheets.
• Collaborate with team virtually on financial planning projects.

Skills

GPA 3.2

Leadership experience

MS Office proficiency

Interest in finance industry

Campus involvement

Education

Undergraduate student

Finance/Accounting major

Tools

CRM software

Financial planning software

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

Hourly Rate

$25/hr

Why Cerity Partners

• 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.