Summer 2027 Wealth Management Internship

Cerity Partners • Denver, CO

1d • Hybrid

About The Position

Cerity Partners is seeking talented, bright, and motivated individuals with the highest level of personal integrity to join our Wealth Management team for the summer of 2027. This is a paid internship program (30-40 hours/week hybrid) and a great opportunity for individuals looking to gain experience in a professional environment. This role is ideal for someone looking for authentic exposure to the financial industry at a nationally recognized registered investment advisory.

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.

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
• Commitment to providing an environment where all individuals can be their authentic selves
• Equal Opportunity Employer
• Commitment to building an inclusive and diverse workforce
• Accommodations for applicants with disabilities or special needs

What This Job Offers

• Career Level: Intern