Cerity Partners is looking for Summer 2027 Interns to join our Central Solutions team. As a Central Solutions Intern, you will work directly with our Chief Solutions Officer and team on strategic initiatives that support the growth and integration of the firm. The role provides exposure to firm-wide business strategy, cross-functional projects, and the design and execution of investment and advisory solutions across Cerity Partners.
This is a paid, full-time internship (40 hours per week) that offers practical experience in a professional setting. It’s a strong opportunity for students seeking direct insight into the strategy and operations of a nationally recognized registered investment advisory firm.
Primary Responsibilities:
- Support strategic initiatives led by the Chief Solutions Officer and other business leaders, as directed.
- Prepare clear, concise written reports, presentations, and analysis for senior leadership.
- Provide data, research, and project management support spanning across investment management, private markets, risk management, marketing, and more.
- Assist with maintaining trackers, dashboards, and databases to support business development and strategic execution.
- Participate in internal and external meetings as needed; prepare materials and distribute meeting notes.
Required Qualifications
- Currently pursuing an undergraduate degree with a strong academic record; Business, Economics, Finance, or a related field preferred but not required.
- Genuine interest in financial services, business strategy, and working across functions to solve complex problems.
- Advanced proficiency in Microsoft PowerPoint and Excel; comfort with the broader Microsoft 365 suite expected.
- Familiarity with AI tools (e.g., ChatGPT, Claude, Microsoft Copilot) and an ability to apply them practically to research, drafting, or analysis workflows. Experience with Salesforce, Bloomberg, or other data tools is a plus.
- Strong analytical skills with exceptional attention to detail and the ability to manage multiple workstreams simultaneously.
- Clear and confident communication skills (written and verbal) with the ability to distill complex information for diverse audiences.
- Demonstrated commitment to confidentiality and professional integrity.
- Alignment with Cerity Partners' mission and core values.
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. As part of our internship program, you will gain:
- Our people drive our success by working together to deliver exceptional service to our clients. As part of our internship program, you will gain:
- Direct exposure to senior leadership and decision-makers across the firm.
- The opportunity to contribute to real strategic work on a lean, high-impact team.
- Hands-on experience at the intersection of wealth management strategy, business intelligence, and client solutions.
- A front-row seat to the growth of 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. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
Skills Required
- Currently pursuing an undergraduate degree with a strong academic record
- Business, Economics, Finance, or related field
- Genuine interest in financial services and business strategy
- Advanced proficiency in Microsoft PowerPoint and Excel
- Comfort with the broader Microsoft 365 suite
- Familiarity with AI tools such as ChatGPT, Claude, or Microsoft Copilot
- Ability to apply AI tools to research, drafting, or analysis workflows
- Experience with Salesforce, Bloomberg, or other data tools
- Strong analytical skills and exceptional attention to detail
- Ability to manage multiple workstreams simultaneously
- Clear and confident written and verbal communication skills
- Ability to distill complex information for diverse audiences
- Demonstrated commitment to confidentiality and professional integrity
- Alignment with Cerity Partners' mission and core values
- Authorization to work for any employer in the United States
Cerity Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cerity Partners and has not been reviewed or approved by Cerity Partners.
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Retirement Support — An employer 401(k) match is part of the package, supporting long-term savings. Feedback suggests retirement benefits are a consistent component across materials.
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Leave & Time Off Breadth — Flexible PTO, paid holidays, and paid parental leave are explicitly included, enabling time away when needed. Feedback suggests time-off policies are viewed as a strong element of the offering.
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Wellbeing & Lifestyle Benefits — Hybrid work, commuter benefits, employee assistance resources, and optional spending accounts broaden the total rewards beyond base pay. Feedback suggests these perks contribute to perceived overall balance.
Cerity Partners Insights
What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
