Wealth Management Internship

Cerity Partners • Philadelphia, PA

7d • $20 • Onsite

About The Position

Cerity Partners is seeking talented, bright, and motivated college students for a summer internship in Wealth Management at their West Conshohocken office for the summer of 2026. This is a paid internship program (16 hours/week) offering real-world experience in a professional environment and authentic exposure to the financial industry at a nationally recognized registered investment advisory. The program is designed for individuals looking to gain experience and work with a collaborative team that values empowering, assisting, guiding, motivating, and supporting 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
• 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
• 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
• Hands-on training to build and strengthen wealth management and financial planning skills
• Direct exposure to senior leadership and decision-makers
• The opportunity to work at one of the fastest-growing RIAs in America
• Experience within a culture that values collaboration, curiosity, and excellence
• Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.
• We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues.
• We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
• Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.

What This Job Offers

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