Wealth Management Summer Internship - Paid, Hybrid

Cerity Partners; Denver (CO); Hybride; USD 53 726 000 - 71 635 000; Temps partiel

Avantages offerts par ce poste

Paid internship

Hybrid work schedule

Résumé du poste

Cerity Partners is seeking motivated undergraduates for a paid wealth management internship in Denver for Summer 2027. The program runs 30-40 hours per week in a hybrid setting, offering real-world exposure in a nationally recognized RIA.

Shadow financial advisors, gain experience with CRM and planning software, and pursue an optional eMoney Certification while supporting the full financial planning process.

Qualifications

• Enrolled in an undergraduate program with a minimum 3.2 GPA.
• Majoring in Financial Planning, Finance, Accounting, or related business degree.
• Proficient in Microsoft Office applications.
• Active campus involvement with leadership roles or professional work experience.
• Identify with Cerity Partners’ mission and core values.

Responsabilités

• Shadow and participate in client presentations.
• Utilize CRM and financial planning software systems.
• Opportunity to obtain eMoney 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 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 to create a financial planning project or other projects.
• Other duties as assigned.

Connaissances

MS Office Proficiency

Leadership experience

Financial planning knowledge

Research and analysis

CRM systems

Formation

Undergraduate student in Financial Planning/Finance/Accounting

GPA 3.2+

Outils

CRM

Financial planning software

eMoney

Description du poste

Cerity Partners is seeking motivated undergraduates for a paid wealth management internship in Denver for Summer 2027. The program runs 30-40 hours per week in a hybrid setting, offering real-world exposure in a nationally recognized RIA.

Shadow financial advisors, gain experience with CRM and planning software, and pursue an optional eMoney Certification while supporting the full financial planning process.