Client Strategy Internship

Are you a college student looking for an internship that will provide real world experience?  Do you want to work with a collaborative team that believes in putting people first and holding each other accountable?  Would you like to be part of a team who works to empower, assist, guide, motivate and support others?   If yes, we believe you could be an outstanding fit with our team.  

Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Client Strategy team.

This is a paid internship program (20 hours/week) and a great opportunity for individuals looking to gain experience in a professional environment. This role is ideal for someone looking for authentic exposure to the financial industry at a nationally recognized registered investment advisory.

Primary Responsibilities:

• Support the firmwide rollout of client strategy initiatives across Cerity Partners’ practices

• Assist in creating collateral: presentations, playbooks, training materials, and internal communications
• Provide day-to-day administrative support to the Client Strategy team
• Help organize and track project workstreams as the team builds out its structure
• Contribute ideas and support as new processes and team roles take shape

Required Qualifications:

• Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
• Majoring in Finance, Economics or related business degree
• Be proficient in Microsoft Office Applications
• Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience
• High energy and a proactive, ownership-driven approach to work
• Strong attention to detail
• Eagerness to learn in a fast-paced, evolving environment
• Comfortable with ambiguity and shifting priorities
• Strong written communication and organizational skills
• Identify with Cerity Partner’s mission and demonstrate our core values

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. As part of our internship program, you will gain:

• Direct exposure to senior leadership and decision-makers.
• The opportunity to work at one of the fastest-growing RIAs in America.
• Hands-on training to build and strengthen wealth management and financial planning skills.
• Experience within a culture that values collaboration, curiosity, and excellence.

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. 

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.