Wealth Management Internship

Cerity Partners • Irvine, CA

20h

About The Position

Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join their Wealth Management team for the summer of 2026. This is a paid internship program (30-40 hours/week) designed to provide real-world experience and authentic exposure to the financial industry at a nationally recognized registered investment advisory. Cerity Partners is one of the nation’s leading independent financial advisory firms, serving high-net-worth individuals & their families, businesses & their employees, and nonprofit organizations from offices across the country. The firm's in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight, focusing on long-term growth. Cerity Partners manages over $100 billion assets for clients and is recognized as a Barron’s Top 100 RIA firm. The company fosters a collaborative culture that values putting people first, accountability, empowerment, assistance, guidance, motivation, and support. As part of the internship program, participants will gain direct exposure to senior leadership and decision-makers, the 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, and experience within a culture that values collaboration, curiosity, and excellence. Cerity Partners is an Equal Opportunity Employer committed to providing an environment where all individuals can be their authentic selves, supporting diverse cultures, perspectives, and experiences, and building an inclusive and diverse workforce. Accommodations are provided for applicants with disabilities or special needs.

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

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
• Perform research on stocks, bonds, and other securities, utilizing various investment software including Morningstar, YCharts, Orion Risk Intelligence, etc.
• Utilize back-end portfolio management software to assist in the organization of account linkups and portfolio maintenance
• Participate and present in Investment Committee and portfolio subcommittee meetings
• Learn about and participate in portfolio optimization, rebalancing, and back testing
• Conduct independent research and build spreadsheets for financial planning opportunities
• Work on a CRM data project
• Work with a team virtually to create a financial planning project or other projects
• Other duties as assigned

Benefits

• Paid internship program
• Direct exposure to senior leadership and decision-makers
• The 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

What This Job Offers

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