Wealth Management Internship — Paid Summer Role

Cerity Partners Management LLC; Austin (TX); On-site; USD 25,000 - 36,000; Full time

Job summary

Cerit y Partners is offering a paid summer internship for 2027 in our Wealth Management team. The program runs 30-40 hours per week and provides real-world experience in a professional financial setting.

This is a paid internship designed to give authentic exposure to the financial industry at a nationally recognized registered investment adviser. Interns will shadow senior advisors, gain hands-on training with financial planning software, and have opportunities to work on client presentations

Qualifications

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

Responsibilities

• Shadow and participate in client presentations.
• Utilize CRM and financial planning software.
• Assist Financial Advisors with financial documents and reports.
• Research stocks, bonds, and other securities using Bloomberg, YCharts, and related tools.
• Support portfolio maintenance and account linkups.

Skills

Campus leadership

Education

Undergraduate enrollment with 3.2 GPA

Finance/Accounting/Business major

Tools

Microsoft Office

Job description

Cerit y Partners is offering a paid summer internship for 2027 in our Wealth Management team. The program runs 30-40 hours per week and provides real-world experience in a professional financial setting.

This is a paid internship designed to give authentic exposure to the financial industry at a nationally recognized registered investment adviser. Interns will shadow senior advisors, gain hands-on training with financial planning software, and have opportunities to work on client presentations