Wealth Management Internship

Cerity Partners; Santa Barbara (CA); Sur place; USD 28 000 - 40 000; Temps partiel

Avantages offerts par ce poste

Paid internship

Exposure to senior leadership

Hands-on training

Résumé du poste

Cerit y Partners in Santa Barbara, CA is offering a paid Wealth Management internship for the summer. This onsite, part-time role provides hands-on exposure to financial planning, client presentations, and investment research.

You will shadow senior advisors, work with CRM and planning software, and develop skills through practical projects while aligning with Cerity Partners' values of integrity and collaboration.

Qualifications

• Be enrolled in an undergraduate program with a minimum 3.2 GPA.
• Majoring in Financial Planning, Finance, Accounting, or related business degree.
• Be proficient in Microsoft Office Applications.

Responsabilités

• Shadow and participate in client presentations.
• Utilize CRM and financial planning software systems.
• Assist Financial Advisors with preparation of financial documents and performance reports.
• Support the full financial planning process: discovery, data gathering, plan development, presentation, implementation, and ongoing reviews.

Connaissances

Client presentations

CRM software

Financial literacy

Formation

Undergraduate student in Finance/Accounting/Business

Outils

Microsoft Office

Description du poste

## Wealth Management InternshipApply: Onsite: Santa Barbara, CA: Part time: Posted Today: R985Are 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:**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.*