Cerity Partners · 18 hours ago
Wealth Management Intern
Saratoga Springs, NY
Internship
Onsite
Intern
Start in 2026 SummerCerity Partners is a nationally recognized registered investment advisory looking for motivated college students for their summer internship program. The internship provides real-world experience in wealth management, including supporting Financial Advisors and gaining exposure to the financial industry.
BankingFinanceFinancial Services
No H1B
Responsibilities
Shadow and participate in various types of client presentations
Utilize CRM and financial planning software systems
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
Qualification
Required
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
Benefits
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.
Company
Cerity Partners
Cerity Partners is a financial services company specializes in banking,finance and personal loan.
Founded in 2009
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing
Leadership Team
Kurt Miscinski
President & CEO
Carol Benz
Partner & Chief People Officer
Recent News
2025-11-03
Company data provided by crunchbase