Cerity Partners

HQ
New York
Total Offices: 48
879 Total Employees

Cerity Partners Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers accidental death & dismemberment insurance

Offers disability insurance

Offers supplemental life insurance

Provides adoption assistance

Offers generous parental leave

Provides family medical leave

Offers dental insurance

Offers health insurance

Offers mental health benefits

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers Health Savings Account (HSA)

Offers performance bonuses

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides bereavement leave

Provides paid holidays

Career Growth + Development

Provides customized development tracks

Job training & conferences

Provides tuition assistance

2 Hours AgoSaved
In-Office
Indianapolis, IN, USA
Financial Services
Paid summer internship supporting wealth management and financial planning activities. Responsibilities include assisting financial advisors with client presentations, financial documents, performance reports, portfolio management, tax planning, research, spreadsheets, and the full financial planning process. Interns will use CRM and financial planning software, collaborate virtually on projects, and gain exposure to senior leadership and investment advisory operations.
2 Hours AgoSaved
In-Office
Louisville, KY, USA
Financial Services
Paid seasonal internship supporting tax administrators with organizing, scanning, and preparing client source files; managing electronic data in GoFileRoom, Engagement Manager, and Adobe Acrobat; and assembling client tax return deliverables. The role is designed for undergraduate students majoring in finance, accounting, or a related field and requires strong attention to detail, confidentiality, collaboration, and communication skills.
2 Hours AgoSaved
In-Office
Indianapolis, IN, USA
Financial Services
Paid summer internship providing hands-on exposure to wealth management and financial planning. Responsibilities include supporting client presentations, preparing financial documents and performance reports, researching securities, maintaining portfolios, participating in investment committee meetings, and assisting with portfolio optimization, rebalancing, and backtesting. Interns will use CRM, financial planning, investment, and portfolio management software while developing research, spreadsheet, and presentation skills.