Retirement Plan Services Internship

Cerity Partners • Los Angeles, PA

15h

About The Position

Are you a college student looking for a summer internship that will provide real world experience? Do you want to work with a collaborative team that believes in putting people first and holding each other accountable? Would you like to be part of a team who works to empower, assist, guide, motivate and support others? If yes, we believe you could be an outstanding fit for our summer internship experience. Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Retirement Plan Services team for the summer of 2026. This is a paid internship program (30-40 hours/week) and a great opportunity for individuals looking to gain experience in a professional environment. This role is ideal for someone looking for authentic exposure to the financial industry at a nationally recognized registered investment advisory.

Requirements

• Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
• Majoring in Finance, Financial Planning, 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 Partner’s mission and demonstrate our core values
• Applicants must be authorized to work for any employer in the U.S.

Responsibilities

• Shadow our Client Relationship Managers and Financial Wellness Coaches
• Participate in various types of client presentations
• Provide ongoing support to the team while ensuring requests/needs are managed in a timely manner
• Maintain accurate client records as needed
• Research and gain basic knowledge of investment accounts, products and the forms required to transact business.
• Assist with internal coordination across departments to ensure tasks / follow-up are completed in a timely manner.
• Provide maintenance and quality control of CRM.
• Collaborate with other departments to improve general processes, receive/provide feedback as needed.
• Obtain e-Money Certification
• Work with a team virtually to create a financial planning project or other projects
• Other duties as assigned.

Benefits

• Direct exposure to senior leadership and decision-makers.
• The opportunity to work at one of the fastest-growing RIAs in America.
• Hands-on training to build and strengthen wealth management and financial planning skills.
• Experience within a culture that values collaboration, curiosity, and excellence.

What This Job Offers

• Career Level: Intern