Retirement Plan Services Internship
Cerity Partners
About this role
Cerity Partners is offering a paid summer internship for undergraduate students interested in gaining experience in the financial industry. The program involves shadowing professionals, participating in client presentations, and working on projects related to financial planning and wealth management. It provides exposure to senior leadership and practical skills development within a collaborative environment.
Skills
About Cerity Partners
ceritypartners.comCerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.
Recent company news
Cerity Partners accelerates expansion with dual mergers in Midwest, Southern California
2 days ago
Cerity Partners announces merger with Edge Financial Advisors
2 days ago
Cerity Partners Expands Into Chicago And Southern California With Dual Mergers
2 days ago
Cerity Partners Welcomes Verus Investments, Expanding Its Offering to Institutional and Wealth Clients
3 weeks ago
Warburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
2 weeks ago
About Cerity Partners
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Cerity Partners.
Salary
$24k – $36k
per year