Wealth Management Summer Internship - Paid & Hands-On

Cerity Partners; Austin (TX); On-site; USD 21,000 - 34,000; Part time

Job summary

Cerity Partners is seeking a summer internship for 2027 to join our Wealth Management team. It is a paid program (30-40 hours/week) offering real-world exposure in a nationally recognized registered investment adviser.

Ideal candidates are undergraduates in Finance/Accounting or related fields with a 3.2+ GPA, who excel in Microsoft Office and campus leadership roles. This internship provides hands-on wealth management training and exposure to senior leaders.

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 Partners' mission and demonstrate our core values

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.

Skills

Microsoft Office proficiency

Leadership involvement

Strong academic performance

Education

Finance major

Accounting major

GPA 3.2

Undergraduate student

Tools

Bloomberg

YCharts

HiddenLevers

Riskalyze

CRM software

Financial planning software

Job description

Cerity Partners is seeking a summer internship for 2027 to join our Wealth Management team. It is a paid program (30-40 hours/week) offering real-world exposure in a nationally recognized registered investment adviser.

Ideal candidates are undergraduates in Finance/Accounting or related fields with a 3.2+ GPA, who excel in Microsoft Office and campus leadership roles. This internship provides hands-on wealth management training and exposure to senior leaders.