Wealth Management Summer Internship
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Job Description
About Cerity Partners:
Cerity Partners is a prominent, national registered wealth management and institutional consulting firm. They serve a diverse clientele including high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Headquartered in Houston, Texas, Cerity Partners has offices across the country. Their team comprises experienced professionals in law, tax, financial planning, and investment, all dedicated to delivering objective financial advice and oversight.
Their mission: Positively impact the financial well-being of their clients by delivering objective financial advice.
Their core values: “People First + Accountability = Winning Outcomes”. This principle underscores their commitment to a collaborative, results-driven culture.
Summer Internship Program:
Job Title: Wealth Management Summer Internship (Houston, TX)
Duration: Summer 2025 (paid, 30-40 hours/week)
Ideal Candidate:
• Enrolled in an accredited university: Minimum 3.2 GPA.
• Majoring in: Finance, Accounting, or related business degree.
• Proficient in: Microsoft Office applications.
• Active participation in: Campus organizations, preferably in leadership roles, and/or professional work experience.
• Aligns with: Cerity Partners’ mission and core values.
• Ready to: Apply their knowledge and learn in a professional setting.
Primary Responsibilities:
• Shadowing and Participation: Observe and engage in client presentations.
• CRM & Software Utilization: Become familiar with CRM and financial planning software systems.
• Financial Document Support: Assist Financial Advisors with preparing financial documents and performance reports.
• Research and Analysis: Conduct independent research and build spreadsheets for investment and planning opportunities.
• Manager Research: Gain insight into manager research and due diligence for long-only management and private market investments.
• Group Projects & Additional Duties: Participate in group projects and other assigned tasks.
