About the role#
Cerity Partners is hiring a Wealth Management Intern for the summer of 2027. This is a paid, full-time position based in Norfolk, Virginia. You will work in a hybrid environment and gain exposure to the financial industry at a registered investment advisory firm.
What you'll do#
- Shadow and participate in client presentations.
- Use CRM and financial planning software to support daily operations.
- Research stocks, bonds, and other securities.
- Assist with account linkups and portfolio maintenance.
- Participate in portfolio optimization, rebalancing, and backtesting.
- Prepare financial documents and performance reports alongside Financial Advisors.
- Contribute to Investment Committee and portfolio subcommittee meetings.
What you'll need#
- Current enrollment in an undergraduate program at an accredited university.
- A minimum 3.2 GPA.
- A major in Finance, Business Administration, Marketing, or Communications.
- Proficiency in Microsoft Office applications.
- Active participation in campus organizations or previous professional work experience.
Location & details#
- Location: Norfolk, Virginia.
- Term: Summer 2027.
- Work Modality: Hybrid.
- This role does not offer visa sponsorship.
About Cerity Partners
Cerity Partners is a financial services firm that provides investment advice and wealth planning. The company serves high-net-worth individuals, businesses, and nonprofit organizations. Its professional staff includes financial planners, tax advisors, and attorneys. Based in New York, the firm operates as a private partnership with over 1,600 employees.
How to get in at Cerity Partners
Applying early is a distinct advantage at Cerity Partners because recruiters see the first applicants before the volume grows. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, so you can submit your materials among the first. This helps you avoid the frustration of a buried application. You can also improve your response rate by reaching out to the recruiter directly to ask about the role or a referral. Intern Insider surfaces the recruiters behind the company's roles to help you make that connection. Using these insights allows you to navigate the process with more precision than a standard application.
