Summer 2027 Wealth Management Internship

Cerity Partners • Denver, CO

11d • Hybrid

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 in a hybrid work arrangement and provides practical exposure to the financial industry at a nationally recognized registered investment advisory. Interns gain experience in wealth management and financial planning, work with a collaborative team, and may have the opportunity to obtain eMoney Certification. 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.
• 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 with a team to create a financial planning project or other projects.
• Perform other duties as assigned.

Benefits

• Paid internship at $25.00 per hour.
• Direct exposure to senior leadership and decision-makers.
• Opportunity to work at one of the fastest-growing RIAs in America.
• Hands-on training to build and strengthen wealth management and financial planning skills.
• Experience within a culture that values collaboration, curiosity, and excellence.
• Opportunity to obtain eMoney Certification.

What This Job Offers

• Career Level: Intern