Wealth Management Summer Intern – Paid, Hands-on

Cerity Partners; Indianapolis (IN); Hybrid; USD 18,000 - 25,000; Part time

Job summary

Cerity Partners is offering a paid summer internship for undergraduates to join our Wealth Management team for 2027. The program runs 30-40 hours per week and provides real-world experience shadowing advisors, preparing financial documents, and using CRM and planning software.

Qualified applicants are enrolled undergraduates with a 3.2+ GPA, majoring in Financial Planning, Finance, or Accounting, proficient in Microsoft Office, and demonstrated campus leadership or work experience.

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.
• Actively participating in campus organizations, preferably with leadership roles.

Responsibilities

• Shadow and participate in client presentations.
• Utilize CRM and financial planning software systems.
• Shadow and assist Financial Advisors with financial documents and reports.
• Support the full financial planning process from discovery to ongoing reviews.
• Assist in design and maintenance of discretionary investment portfolios.
• Learn basic and advanced income tax planning strategies.

Skills

Leadership experience

Team collaboration

Campus involvement

Education

Undergraduate student with GPA 3.2+

Majoring in Financial Planning/Finance/Accounting

Tools

CRM software

Financial planning software

Microsoft Office

Job description

Cerity Partners is offering a paid summer internship for undergraduates to join our Wealth Management team for 2027. The program runs 30-40 hours per week and provides real-world experience shadowing advisors, preparing financial documents, and using CRM and planning software.

Qualified applicants are enrolled undergraduates with a 3.2+ GPA, majoring in Financial Planning, Finance, or Accounting, proficient in Microsoft Office, and demonstrated campus leadership or work experience.