Teams 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.