Wealth Management Intern

Cerity Partners•Indianapolis, IN

2d•Remote

About The Position

Cerity Partners is searching for 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.

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.