Jobs at Cerity Partners

Supports Wealth Advisors by developing personalized financial, tax, estate, and investment plans; analyzing client data and investments; preparing meeting materials and recommendations; maintaining Salesforce, eMoney, and client portals; assisting with onboarding, transfers, wires, reporting, and trading; and addressing client questions. The role includes four weeks of in-person training and preparation for the Series 65 exam.

Paid full-time financial planning internship supporting the Chief Planning Officer and Central Solutions Strategy team. Responsibilities include business operations, special projects, financial planning and estate planning technology evaluation, client segmentation, benchmarking, KPI reporting, cash flow analyses, planning materials, presentations, and advisor support. The role provides mentorship and exposure to financial planning, client relationship management, and wealth management.

Paid summer internship supporting wealth management and financial planning activities. Interns will assist financial advisors with client presentations, financial documents, performance reports, investment research, portfolio maintenance, rebalancing, optimization, backtesting, and spreadsheet-based planning analyses. The role includes exposure to investment committee meetings, financial software, CRM systems, and senior leadership while collaborating on team projects.

Paid summer internship supporting the Investment Office with asset-class research, investment data cleansing and consolidation, database and model maintenance, data visualization, AI tool development, written analysis, IPS preparation, client proposals, and investment manager meeting support. The intern will collaborate with portfolio management and senior investment leaders while gaining exposure to institutional multi-asset investing and financial technology solutions.

Paid, full-time Investment Office internship supporting investment management and public and private market research. Responsibilities include asset class and capital markets research, preparing reports and meeting notes, maintaining investment databases and portfolio models, supporting senior investment leaders, using AI tools for research and analysis, and collaborating on financial planning or investment research projects.

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.

Paid summer internship supporting a wealth management team through client presentation shadowing, financial document and performance report preparation, investment research, portfolio maintenance, optimization, rebalancing, backtesting, financial planning projects, and investment committee participation. Interns will use CRM, financial planning, portfolio management, and investment research software while gaining practical exposure to financial advisors and senior leadership.

Supports the investment advisory firm's compliance program through regulatory monitoring, code of ethics oversight, filings, policy administration, risk assessments, forensic testing, due diligence, communications review, and examination readiness. The role evaluates compliance risks across products, marketing materials, transactions, and business initiatives; collaborates with legal, finance, operations, technology, and investment teams; and helps improve automated monitoring and reporting workflows.

Paid summer internship supporting wealth management and financial planning activities. Responsibilities include assisting Financial Advisors with client presentations, financial documents, performance reports, portfolio implementation, tax planning, research, spreadsheets, and the full financial planning process. Interns will use CRM and financial planning software, collaborate virtually on projects, and may earn eMoney certification. Candidates must be enrolled undergraduates studying finance, financial planning, accounting, or a related field, with a minimum 3.2 GPA.

Provides tier 1 desktop and helpdesk support for internal users, including Windows, Office 365, VOIP, onboarding, computer setup, ticket management, and IT asset lifecycle management. Supports platform improvements and special projects such as M&A integrations, phone system conversions, and conference room setups. Requires strong user-facing communication, problem-solving, teamwork, and 3–5+ years of desktop support experience.

Leads digital workplace enablement by creating training programs, documentation, videos, workflow playbooks, AI use cases, and self-service resources for Microsoft 365 and related platforms. Partners with Technology and business teams to translate technical capabilities into practical guidance, support platform rollouts, facilitate an AI champion network, conduct training, track adoption, and maintain current content as features evolve.

Serves as a senior client relationship manager, developing personalized wealth planning strategies, leading client meetings, onboarding new relationships, supporting client retention and asset growth, and coordinating tax, legal, and investment services. The role also mentors colleagues, contributes to business development, manages client transactions, and promotes exceptional client experiences.

Supports private markets research across private equity, private credit, and real assets. Responsibilities include manager due diligence, investment opportunity sourcing, data analysis, RFP responses, client service support, presentations, reports, and communicating research findings to internal and external stakeholders. The role requires collaboration with investment managers and intermediaries, strong communication and organizational skills, and three to five years of private markets research experience.

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 research, and portfolio management software while completing collaborative projects.

Supports the Chief Solutions Officer and Central Solutions team on firm-wide strategic initiatives, cross-functional projects, and investment and advisory solution development. Responsibilities include preparing reports and presentations, conducting research and analysis, managing trackers and dashboards, supporting business development, coordinating meetings, and documenting outcomes. The intern gains exposure to wealth management strategy, business intelligence, and client solutions while working with senior leadership.

Supports Cerity Partners’ Risk Management team through data reconciliation, cleanup, and organization across Salesforce and other systems. The intern maintains trackers, dashboards, and databases; partners on Claude-based AI workflow projects; assists with reporting and research; and participates in planning meetings. The role requires advanced Excel skills, strong attention to detail, clear communication, confidentiality, and an interest in consulting, business operations, or strategy.

Prepare and manage quarterly client billing, maintain accurate client setups in portfolio accounting systems, resolve billing issues, distribute invoices, and coordinate with Accounts Receivable, Finance, and Operations. The role also supports billing process improvements and requires strong attention to detail, financial analysis, Excel proficiency, and experience with portfolio accounting systems such as Orion or Addepar.

Paid summer accounting internship supporting accounts receivable and payable, transaction processing, journal entries, financial statement preparation and analysis, client presentations, and financial planning projects. Interns gain exposure to multiple industries, wealth management, and financial planning while collaborating with the Louisville Corporate Accounting team and participating in professional development, social, and volunteer activities.

Paid summer internship supporting corporate accounting processes, including accounts receivable and payable, transaction posting, journal entries, and financial statement preparation. Interns will gain exposure to accounting across multiple industries, participate in client presentations, collaborate virtually on financial planning projects, and engage in company events. The role is designed for undergraduate students studying accounting, finance, or a related business field.

Paid summer accounting internship supporting accounts receivable and payable processes, transaction posting, journal entries, financial statement preparation, and analysis. Interns will gain exposure to accounting across multiple industries, participate in client presentations, collaborate on financial planning projects, and engage in team and volunteer activities. The role is intended for undergraduate students majoring in accounting, finance, or a related business field.