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Summer Internship at Cerity Partners - ApplyBlast

Summer Internship

Cerity Partners

23 days ago

4.7 on Glassdoor

Albany, New York, United States

Onsite

Internship

Intern

0 applicants

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About this role

Cerity Partners is seeking motivated college students for a paid summer internship within its Wealth Management team to gain real-world experience in the financial industry. The role offers hands-on training in financial planning, client presentations, and investment portfolio support while providing direct exposure to senior leadership. This opportunity is ideal for individuals looking to develop wealth management skills in a collaborative and inclusive environment.

Responsibilities

Shadow and assist Financial Advisors with preparation of financial documents and performance reports
Support the full financial planning process including discovery, data gathering, and plan development
Assist in the design, implementation, and maintenance of discretionary investment portfolios