About the role#
Cerity Partners is hiring for a Summer 2027 Wealth Management Intern in Grand Rapids. This is a paid, part-time position requiring 30-40 hours per week. You will gain exposure to the financial industry while working with a team at a registered investment advisory firm.
What you'll do#
- Shadow Financial Advisors during client presentations and assist in preparing financial documents and performance reports.
- Support the full financial planning process including discovery, data gathering, plan development, and implementation.
- Use CRM and financial planning software systems.
- Assist with the design, implementation, and maintenance of discretionary investment portfolios.
- Research and build spreadsheets for financial planning opportunities.
- Learn and apply income tax planning strategies.
- Collaborate with a team to complete a financial planning project.
- Perform other duties as assigned.
What you'll need#
- Enrollment in an undergraduate program at an accredited university with a minimum 3.2 GPA.
- A major in Finance, Accounting, Business Administration, or a related field.
- Proficiency in Microsoft Office applications.
- Active participation in campus organizations, ideally in a leadership role, or previous professional work experience.
- Alignment with the company mission and core values.
Location & details#
- This role is located in Grand Rapids, Michigan.
- The position is on-site.
- This internship takes place during Summer 2027.
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
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