2027 Summer Wealth Management Internship

Cerity Partners • Reston, VA

1d

About The Position

Cerity Partners is seeking talented, bright, and motivated undergraduate students with a high level of 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 work collaboratively and gain hands-on experience across wealth management and financial planning activities.

The program offers direct exposure to senior leadership and decision-makers, an opportunity to work at a fast-growing registered investment adviser, hands-on training to develop wealth management and financial planning skills, 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 can provide accommodations to applicants with disabilities or special needs. Applicants must be authorized to work for any employer in the United States.

Requirements

• Be enrolled in an undergraduate program at an accredited university and have 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 United States.

Responsibilities

• Shadow and participate in various types of client presentations.
• Use CRM and financial planning software systems.
• Have the opportunity to obtain e-Money Certification.
• Shadow and assist Financial Advisors with preparing 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 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.
• Hands-on training to build and strengthen wealth management and financial planning skills.

What This Job Offers

• Career Level: Intern