About the role#
Cerity Partners is seeking interns for the Summer 2027 program in our Houston office. This is a paid, full-time internship designed to provide students with direct exposure to the wealth management industry. You will work alongside our team to gain hands-on experience and build professional skills in a collaborative environment.
What you'll do#
- Shadow and participate in client presentations and assist Financial Advisors with document preparation and performance reports.
- Conduct research on stocks, bonds, and other securities using investment software.
- Use CRM, financial planning, and back-end portfolio management software.
- Participate in and present during Investment Committee and portfolio subcommittee meetings.
- Assist with portfolio optimization, rebalancing, and backtesting.
- Conduct independent research and build spreadsheets for financial planning projects.
- Collaborate with a team to complete a financial planning project.
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 our core values and mission.
Location & details#
- Location: Houston, Texas.
- Term: Summer 2027.
- Work Modality: On-site.
- Employment Type: Full-time (30-40 hours per week).
- Compensation: Paid internship.
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.
