Summer 2027 Wealth Management Intern
Cerity Partners•Boston, MA
•Remote
About The Position
Cerity Partners is seeking talented, bright, and motivated individuals with the highest level of personal integrity to join our Wealth Management team for the summer of 2027. 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 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 Partner’s mission and demonstrate our core values
- Applicants must be authorized to work for any employer in the U.S.
Nice To Haves
- Summer internship that will provide real world experience
- Work with a collaborative team that believes in putting people first and holding each other accountable
- Be part of a team who works to empower, assist, guide, motivate and support others
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
- Help support the full financial planning process: 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
- Other duties as assigned.
Benefits
- Paid internship program
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What This Job Offers
Career Level
Intern
