About the role#
Cerity Partners is hiring for a Wealth Management Internship for the summer of 2027. This paid program offers hands-on experience within a registered investment advisory. You will gain exposure to senior leadership and work on projects that support our financial planning process. This role is based in Santa Barbara and requires 30-40 hours of work per week.
What you'll do#
- Shadow and participate in client presentations.
- Assist Financial Advisors with financial documents and performance reports.
- Support the full financial planning process including discovery, data gathering, plan development, and ongoing reviews.
- Use CRM and financial planning software systems.
- Gain the opportunity to obtain e-Money Certification.
- Assist in the design and maintenance of discretionary investment portfolios.
- Learn and implement income tax planning strategies.
- Conduct research and build spreadsheets for financial planning opportunities.
- Collaborate with a team to create a financial planning project.
What you'll need#
- Enrollment in an undergraduate program at an accredited university.
- 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.
- Previous professional work experience.
- Alignment with our mission and core values.
Location & details#
- Location: Santa Barbara, California.
- Term: Summer 2027.
- Modality: On-site.
- Pay: $25 per hour.
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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