Summer 2027 Wealth Management Intern

Cerity Partners • Grand Rapids, MI

20h

About The Position

Cerity Partners is seeking talented, bright, and motivated undergraduate students with strong personal integrity to join its Wealth Management team for the summer of 2027. This paid internship offers 30–40 hours per week and provides real-world experience in a professional environment, with authentic exposure to the financial industry at a nationally recognized registered investment advisory.

Interns will gain hands-on experience across wealth management and financial planning, including participating in client presentations, supporting financial advisors, helping with the financial planning process, and assisting with discretionary investment portfolios. The role also includes research, spreadsheet development, tax-planning work, and collaboration on virtual projects. Interns may have the opportunity to obtain e-Money Certification.

The program offers direct exposure to senior leadership and decision-makers, hands-on training, and experience in a culture that values collaboration, curiosity, and excellence. Cerity Partners is an Equal Opportunity Employer committed to an inclusive and diverse workforce and to providing accommodations to applicants with disabilities or special needs. Applicants must be authorized to work for any employer in the U.S.

Requirements

• Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA.
• Major in Financial Planning, Finance, Accounting, or a related business degree.
• Be proficient in Microsoft Office applications.
• Actively participate in campus organizations, preferably in a leadership role, and/or have professional work experience.
• Identify with Cerity Partners' mission and demonstrate its core values.
• Be authorized to work for any employer in the U.S.

Responsibilities

• Shadow and participate in various types of client presentations.
• Utilize CRM and financial planning software systems.
• Have the opportunity to obtain e-Money Certification.
• Shadow and assist Financial Advisors with preparation of financial documents and performance reports.
• Support the full financial planning process, including discovery, data gathering, plan development, presentation, implementation, and ongoing reviews.
• Assist in the 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 virtually to create a financial planning project or other projects.
• Perform other duties as assigned.

Benefits

• Paid internship.
• Direct exposure to senior leadership and decision-makers.
• Hands-on training to build and strengthen wealth management and financial planning skills.

What This Job Offers

• Career Level: Intern