Wealth Management Summer Internship: Paid & Hands-On

Cerity Partners; Bowling Green (FL); On-site; USD 25,000 - 39,000; Full time

Job summary

Cerity Partners invites rising juniors to apply for a 2027 summer internship in Florida. This paid program provides real-world exposure to the financial industry at a nationally recognized registered investment advisor.

You will shadow advisors, gain hands-on experience in wealth planning, use CRM and planning software, and have the opportunity to pursue the e-Money Certification while collaborating with a team on client-focused financial projects.

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 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.
• 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

Leadership roles

Campus involvement

Professional work experience

Education

Finance/Accounting/Financial Planning major

Undergraduate student

Tools

Microsoft Office

Job description

Cerity Partners invites rising juniors to apply for a 2027 summer internship in Florida. This paid program provides real-world exposure to the financial industry at a nationally recognized registered investment advisor.

You will shadow advisors, gain hands-on experience in wealth planning, use CRM and planning software, and have the opportunity to pursue the e-Money Certification while collaborating with a team on client-focused financial projects.