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Internship, Part-time
bachelor degree
Paid internship
Posted 3d ago
~40 hrs/week
Responsibilities
The intern will shadow financial advisors, assist with client presentations, and support the full financial planning process including data gathering and plan development. They will also conduct independent research, maintain investment portfolios, and implement income tax planning strategies.
Requirements
Candidates must be currently enrolled in an undergraduate program majoring in Finance, Financial Planning, Accounting, or a related business field with a minimum 3.2 GPA. Proficiency in Microsoft Office and active participation in campus organizations or professional work experience are required.
Full job description
Are you a college student looking for a summer internship that will provide real world experience? Do you want to work with a collaborative team that believes in putting people first and holding each other accountable? Would you like to be part of a team who works to empower, assist, guide, motivate and support others? If yes, we believe you could be an outstanding fit for our summer internship experience.
Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Wealth Management team for the summer of 2027.
This is a paid internship program (30-40 hours/week) and a great opportunity for individuals looking to gain experience in a professional environment. This role is ideal for someone looking for authentic exposure to the financial industry at a nationally recognized registered investment advisory.
Primary Responsibilities:
Shadow and participate in various types of client presentations
Utilize CRM and financial planning software systems
Opportunity to obtain e-Money Certification
Shadow and assist Financial Advisors with preparation of financial documents and performance reports
Help support the full financial planning process: discovery, data gathering, plan development, presentation, implementation, and ongoing reviews
Assist in the design, implementation, and maintenance of discretionary investment portfolios
Learn and implement basic and advanced income tax planning strategies
Conduct independent research and build spreadsheets for financial planning opportunities
Work with a team virtually to create a financial planning project or other projects
Other duties as assigned.
Required Qualifications:
Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
Majoring in Financial Planning, Finance, Accounting, or related business degree
Be proficient in Microsoft Office Applications
Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience
Identify with Cerity Partner’s 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 opportunity to work at one of the fastest-growing RIAs in America.
Hands-on training to build and strengthen wealth management and financial planning skills.
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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
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/.
Offices: 99 Park Ave, New York, NY 10022, US · 40701 Woodward Ave, Bloomfield Hills, MI 48304, US · 50 Public Sq, Suite 2700, Cleveland, OH 44113, US · 227 W Monroe St, Chicago, IL 60606, US · 18881 Von Karman Ave, Irvine, CA 92612, US
How many Management & Leadership jobs are open in Indianapolis, IN right now?
There are currently 3,490 open management & leadership positions in Indianapolis, IN listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Management & Leadership roles in Indianapolis, IN?
Companies currently hiring include Indiana University Health, Eli Lilly and Company, Indiana State Park Inns, Salesforce, Health & Hospital Corporation of Marion County, among others. Browse the listings above to see every active employer.
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