Cerity Partners is looking for Summer 2027 Interns to join our Financial Planning team, part of our Central Solutions team. As a Financial Planning intern, you will work directly alongside our Chief Planning Officer and other members of the Financial Planning team, gaining hands-on exposure to comprehensive financial planning, client relationship management, and the tools and processes advisors use to help clients reach their financial goals.
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 financial planning and wealth management industry at one of the fastest-growing registered investment advisory firms in the country.
Primary Responsibilities:
- Support the Chief Planning Officer and Central Solutions Strategy team on day-to-day business operations and special projects.
- Assist with the evaluation and firmwide adoption of financial planning, cash flow, and estate planning technology platforms.
- Partner with our Practice Development Officers to translate planning best practices into resources that improve outcomes for clients.
- Contribute to firmwide planning strategy initiatives, such as client segmentation, competitive benchmarking, and KPI reporting.
- Help prepare planning materials, cash flow analyses, and presentations used in advisor and client conversations.
- Perform other responsibilities as assigned.
Required Qualifications:
- Pursuing an undergraduate degree with a strong academic record; Business or Finance majors preferred but not required.
- Strong interest in finance, financial planning, and wealth management.
- Strong analytical skills with a high attention to detail.
- Proficiency with Microsoft Office, including Excel-based financial modeling and cash flow analysis.
- Experience with financial planning, tax planning, or estate planning software considered a plus.
- Comfort learning new technology platforms, including AI-enabled tools, considered a plus.
- Ability to work both independently in a fast-paced environment and collaboratively within a team.
- Strong presentation and communication skills.
- Confidentiality and professional integrity of the highest order.
- Alignment with Cerity Partners' mission and demonstrate our 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:
- Direct exposure to senior leadership and decision-makers.
- The chance to work at one of the fastest-growing RIAs in America.
- Hands-on mentorship to build and strengthen financial planning skills.
- Experience within a culture that values collaboration, curiosity, and excellence.
- A strong foundation for a career in financial planning and wealth management.
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
- Pursuing an undergraduate degree with a strong academic record
- Business or Finance major
- Strong interest in finance, financial planning, and wealth management
- Strong analytical skills and high attention to detail
- Proficiency with Microsoft Office, including Excel-based financial modeling and cash flow analysis
- Experience with financial planning, tax planning, or estate planning software
- Ability to learn new technology platforms, including AI-enabled tools
- Ability to work independently in a fast-paced environment and collaboratively within a team
- Strong presentation and communication skills
- 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/.
