Wealth Management Assistant Internships
Wealth management assistant internships give university students, recent graduates, and early-career switchers hands-on project experience working alongside working wealth management professionals, and, at many employers, a path toward a full-time offer. Openings are concentrated across {{top_industries_phrase}}, with Baird, NFP, and Cerity Partners among the employers posting roles now.
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Are you a college student looking for a summer 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 for our summer internship experience.
Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Wealth Management team for the summer of 2027.
This is a paid internship program (30-40 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:
- Shadow and participate in various types of client presentations
- Utilize CRM and financial planning software systems
- Opportunity to obtain e-Money Certification
- Shadow and assist Financial Advisors with preparation of financial documents and performance reports
- Help support the full financial planning process: discovery, data gathering, plan development, presentation, implementation, and ongoing reviews
- Assist in the design, implementation, and maintenance of discretionary investment portfolios
- Learn and implement basic and advanced income tax planning strategies
- Conduct independent research and build spreadsheets for financial planning opportunities
- Work with a team virtually to create a financial planning project or other projects Other duties as assigned.
Required Qualifications:
- Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
- Majoring in Financial Planning, Finance, Accounting, 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 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.
Are you a college student looking for a summer 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 for our summer internship experience.
Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Wealth Management team for the summer of 2027.
This is a paid internship program (30-40 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:
- Shadow and participate in various types of client presentations
- Utilize CRM and financial planning software systems
- Opportunity to obtain e-Money Certification
- Shadow and assist Financial Advisors with preparation of financial documents and performance reports
- Help support the full financial planning process: discovery, data gathering, plan development, presentation, implementation, and ongoing reviews
- Assist in the design, implementation, and maintenance of discretionary investment portfolios
- Learn and implement basic and advanced income tax planning strategies
- Conduct independent research and build spreadsheets for financial planning opportunities
- Work with a team virtually to create a financial planning project or other projects Other duties as assigned.
Required Qualifications:
- Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
- Majoring in Financial Planning, Finance, Accounting, 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 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.
Wealth Management Assistant Internship Market
Who's Hiring
- Baird16
- NFP12
- Cerity Partners6
- Brighton Jones6
- Glenmede Trust Company5G
Tips for Your Wealth Management Assistant Internship Search
Apply earlier than you think you need to
Large wealth management firms and financial services companies open summer internship applications the preceding fall, sometimes months before the role starts. Smaller firms and co-op programs post closer to their start dates. Check listings throughout the year so you catch structured cohort programs early and rolling openings as they appear.
Build a portfolio before you send a single application
Hiring teams for wealth management assistant internships expect limited work history, so give them something to assess. Document two or three projects that show relevant skills, such as a financial model, a portfolio allocation analysis, or a written investment memo, and make them easy to share. A linked spreadsheet or PDF attachment does more work than a resume bullet point alone.
Work your campus network alongside direct applications
Campus career fairs surface structured internship programs tied specifically to your university, and recruiters there often move faster than online pipelines. Professors and career center staff frequently know which wealth management employers recruit from your school before roles post publicly. Applying directly to firms running smaller cohorts alongside campus activity widens the pool you reach.
Practice your interview format out loud before you screen
Wealth management assistant intern interviews typically involve case-style questions on client scenarios, basic financial concepts, or portfolio reasoning, plus behavioral questions on attention to detail and communication. Practice answering out loud and walking through your reasoning step by step, since interviewers weigh how you think as much as whether you land on the right answer.
Target structured rotational and analyst programs first
Many large wealth management firms and banks run formal rotational or summer analyst programs built to train people new to the field. These programs offer structured mentorship, defined project tracks, and clear return-offer processes. They recruit on fixed timelines that close early, so identify the programs that fit your background and get applications in during the first wave.
Set your work-type filter before you start
On-site roles are 39% of the wealth management assistant internships listed here. Decide what you can realistically commit to before you search so you are not sorting through roles in cities you cannot relocate to or formats that do not fit your schedule. Filtering by location and work type upfront keeps your list manageable and your applications focused.
Wealth Management Assistant Internships: Frequently Asked Questions
How do I get a wealth management assistant internship?
Lead with what you can show, not what you have done professionally. Recruiters hiring wealth management assistant interns expect limited work history, so a portfolio of relevant coursework, financial modeling projects, or documented investment analyses gives them something concrete to assess. Apply directly to open postings and attend campus career fairs, where recruiters for structured programs often move faster for students they meet in person.
Can a wealth management assistant internship turn into a full-time job?
Many employers extend return offers to strong interns, but conversion is never guaranteed. What actually drives it for wealth management assistant interns is consistent performance on real client work, available headcount on the team at offer time, and how early the employer makes return decisions. Treat the internship as an extended audition, contribute visibly, and ask your manager about return-offer timelines without counting on a specific outcome.
When should I apply for wealth management assistant internships?
Earlier than most candidates expect. Large financial services firms and wealth management companies recruit summer interns during the preceding fall, sometimes as early as September or October. Smaller firms and co-op programs post closer to actual start dates, so openings appear year-round. Checking listings regularly means you catch both waves rather than missing the early cohort from large employers.
Are wealth management assistant internships paid?
Most professional wealth management assistant internships in the United States are paid. Compensation varies by company size, industry segment, and location. Where an employer discloses pay, the listing shows it, so you can compare across roles as you apply. Unpaid internships exist but are less common at established financial firms.
What should a wealth management assistant internship resume include?
Lead with projects, not work history. Include two or three complete, documented projects that show the skills wealth management assistant teams actually use, such as a financial model built in Excel or Python, a portfolio performance analysis, or a client presentation case study, with the tools you used and where reviewers can see the work. Add relevant coursework in finance, economics, or data analysis, and keep the resume to one page.
Are there remote wealth management assistant internships?
Yes. Remote and hybrid roles make up 61% of the wealth management assistant internship listings here, with the rest on-site. Remote cohorts tend to fill quickly because they draw applicants from across the country, so apply early once you decide what works for your situation. Use the work-type filter to see only the format you can commit to.
Can international students get wealth management assistant internships?
Yes. F-1 students can intern through CPT while enrolled or through OPT work authorization after finishing a degree, and the employer does not have to file anything for either, so many companies are open to international interns. Confirm your eligibility and timing with your university's international student office before accepting an offer.
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