Summer 2027 Wealth Management Internship

Cerity Partners • Denver, CO

1d • Hybrid

About The Position

Cerity Partners is seeking talented, bright, and motivated college students for a summer internship in Wealth Management for the summer of 2027. This paid internship (30-40 hours/week, hybrid) offers real-world experience in the financial industry at a nationally recognized registered investment advisory firm. The program is designed for individuals looking for authentic exposure to financial planning and wealth management, working with a collaborative team that emphasizes putting people first, accountability, and empowering others.

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
• Proficient in Microsoft Office Applications
• Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience
• Identify with Cerity Partners’ mission and demonstrate our core values
• Applicants must be authorized to work for any employer in the U.S.

Nice To Haves

• Seeking real world experience
• Desire to work with a collaborative team that believes in putting people first and holding each other accountable
• Interest in being 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 eMoney 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 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
• 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