The board
- Hours
- Part time
- Where
- New York City, NY
- Posted
- Sep 25
Cerity Partners is looking for Summer 2027 Interns to join our Financial Planning team, part of our Central Solutions team. As a Financial Planning intern, you will work directly alongside our Chief Planning Officer and other members of the Financial Planning team, gaining hands-on exposure to comprehensive financial planning, client relationship management, and the tools and processes advisors use to help clients reach their financial goals.
This is a paid, full-time internship (40 hours per week) that offers practical experience in a professional setting.
What you'd do
- Support the Chief Planning Officer and Central Solutions Strategy team on day-to-day business operations and special projects.
- Assist with the evaluation and firmwide adoption of financial planning, cash flow, and estate planning technology platforms.
- Partner with our Practice Development Officers to translate planning best practices into resources that improve outcomes for clients.
- Contribute to firmwide planning strategy initiatives, such as client segmentation, competitive benchmarking, and KPI reporting.
- Help prepare planning materials, cash flow analyses, and presentations used in advisor and client conversations.
- Perform other responsibilities as assigned.
- Pursuing an undergraduate degree with a strong academic record; Business or Finance majors preferred but not required.
- Strong interest in finance, financial planning, and wealth management.
- Strong analytical skills with a high attention to detail.
- Proficiency with Microsoft Office, including Excel-based financial modeling and cash flow analysis.
- Starts
- 2026-09-25