Wealth Management Intern

Cerity Partners • Philadelphia, PA

22h

About The Position

Cerity Partners is seeking talented, motivated undergraduate students with strong personal integrity to join its Wealth Management team for a paid summer internship in 2027. The program offers practical experience in a professional environment and exposure to the financial industry at a nationally recognized registered investment advisory. Interns will work with the Wealth Management team and develop wealth management and financial planning skills through hands-on training and project work. The role includes opportunities to interact with senior leadership and decision-makers and to work in a culture that values collaboration, curiosity, and excellence.

Requirements

• Be enrolled in an undergraduate program at an accredited university.
• Have a minimum 3.2 GPA.
• Major in Communications, Marketing, Finance, or a related business field.
• Be proficient in Microsoft Office applications.
• Be actively involved in campus organizations, preferably in a leadership role, and/or have professional work experience.
• Be authorized to work for any employer in the United States.

Responsibilities

• Shadow and participate in client presentations.
• Use CRM and financial planning software systems.
• Shadow and assist Financial Advisors with preparing financial documents and performance reports.
• Research stocks, bonds, and other securities using investment software, including Bloomberg, YCharts, HiddenLevers, and Riskalyze.
• Use back-end portfolio management software to help organize account linkups and maintain portfolios.
• Participate in and present at 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.
• Collaborate virtually with a team 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.
• Opportunity to work at a fast-growing registered investment advisory.
• Hands-on training to build and strengthen wealth management and financial planning skills.
• Experience in a culture that values collaboration, curiosity, and excellence.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern