Wealth Management Consultant Internships
Wealth management consultant internships give university students, recent graduates, and early-career switchers hands-on client and portfolio work, mentorship from working wealth management consultants, 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 Consultant Internship Market
Who's Hiring
- Baird16
- NFP12
- Cerity Partners6
- Brighton Jones6
- Glenmede Trust Company5G
Tips for Your Wealth Management Consultant Internship Search
Apply months before the internship starts
Large financial services and wealth management firms open summer internship applications the preceding fall, sometimes in September. Smaller advisory firms and co-op programs post closer to start dates, so openings appear throughout the year. Set a recurring reminder to check listings every few weeks rather than searching once and stopping.
Build a portfolio before you need one
Recruiters hiring wealth management consultant interns want evidence of analytical thinking, not just a list of classes. Build two or three documented projects, such as a discounted cash flow model, a portfolio allocation analysis, or a written investment thesis, and store them somewhere reviewers can access. Name the tools you used in every entry.
Work your campus network and apply directly at the same time
Campus career fairs surface structured programs tied to your university, and your professors and career center staff often know which employers recruit from your school before roles post publicly. Applying directly to firms running smaller cohorts alongside campus activity widens the pool you reach, since many regional and independent wealth management practices never recruit on campus.
Practice the wealth management consultant interview format out loud
Intern screens for wealth management consultant roles typically include a case or client-scenario conversation where you walk through a financial planning or investment recommendation. Practice explaining your reasoning out loud, not just arriving at an answer, because interviewers weigh how you think through uncertainty as much as your final conclusion. Record yourself and review before the real screen.
Target structured rotational programs early
Many large wealth management and asset management employers run rotational or cohort programs built to train people new to the field, moving interns across financial planning, investment research, and client services. These programs recruit months before smaller internships open and fill in the first application wave, so identify the ones that match your background and submit before they close.
Set your work-type filter before you start
On-site roles are 39% of the wealth management consultant internships listed here. Decide what you can realistically commit to before you search, then filter by location and work type so you're not spending time on roles you cannot accept. Applying to a focused list of realistic openings consistently outperforms scattering applications across every listing you find.
Wealth Management Consultant Internships: Frequently Asked Questions
How do I get a wealth management consultant internship?
Lead with coursework and completed projects rather than work history, since hiring teams expect limited experience at the intern level. For wealth management consultant candidates, the concrete artifact recruiters want to see is a documented case study, financial model, or investment analysis that shows how you think through a real problem. Pair direct applications with campus career fairs, where recruiters often move faster for students they meet in person.
Can a wealth management consultant internship turn into a full-time job?
Many employers extend return offers to strong interns, but conversion is never guaranteed. For wealth management consultant interns, what actually drives it is consistent performance on real client or analytical work, available headcount on the team, and how early the firm communicates its return-offer timeline. Position for a return offer by delivering on every assignment, but keep your broader search active so you're not counting on one outcome.
When should I apply for wealth management consultant internships?
Earlier than most candidates expect. Large financial services and wealth management employers recruit summer interns during the preceding fall, sometimes as early as September or October. Smaller firms, regional advisory practices, and co-op programs post closer to their actual start dates, which means openings appear year-round. Checking listings regularly and applying as soon as a role goes live gives you the best chance at competitive cohorts.
Are wealth management consultant internships paid?
Most professional wealth management consultant internships in the U.S. are paid. Compensation varies by company size, industry segment, and location, with large wirehouse and asset management firms typically paying more than smaller independent advisory practices. Listings show compensation details where the employer discloses them, so you can compare directly when evaluating openings.
What should a wealth management consultant internship resume include?
Lead with two or three complete, documented projects rather than work history. For wealth management consultant candidates, that means a financial model with clearly stated assumptions, an investment or portfolio analysis, or a case study with a written recommendation, each listing the tools used (Excel, Bloomberg, Python, or similar) and where the work can be reviewed. Add relevant coursework in finance, economics, or accounting, and keep the resume to one page.
Are there remote wealth management consultant internships?
Yes. Remote and hybrid roles make up 61% of the wealth management consultant internship listings here, with the rest on-site. Remote cohorts fill fast because they draw applicants from across the country, so apply early and filter by work type to see them before they close.
What is a wealth management rotational internship?
A rotational internship places you across two or more business units, such as financial planning, investment research, and client services, within a single program. Many large wealth management and asset management firms run structured rotational cohorts designed for people new to the field. These programs recruit early, are competitive, and fill in the first application wave, so identify the ones that fit your background and apply before they close.
Can international students get wealth management consultant 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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