Wealth Management Specialist Internships
Wealth management specialist internships give university students, recent graduates, and early-career switchers hands-on project experience, mentorship from working wealth management specialists, 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 Specialist Internship Market
Who's Hiring
- Baird16
- NFP12
- Cerity Partners6
- Brighton Jones6
- Glenmede Trust Company5G
Tips for Your Wealth Management Specialist Internship Search
Apply months before the summer start date
Large wealth management firms and financial institutions recruit summer interns the preceding fall, often closing cohorts before the new year. Smaller companies and co-op programs post closer to their start dates. Set up search alerts now so you catch roles in both cycles without having to check manually every week.
Build a portfolio of financial work before you apply
Hiring teams expect limited work history from interns, so your coursework projects and self-directed analyses carry more weight. Document two or three complete pieces, such as an investment analysis, a discounted cash flow model, or a client scenario write-up, with the tools you used. Having something tangible to reference in an interview makes your application easier to advance.
Work your campus network alongside direct applications
Campus career fairs surface structured internship programs tied to your university, and professors or career center advisors often know which wealth management employers recruit from your school before roles post publicly. At the same time, apply directly to smaller firms running their own cohorts, since those programs don't always appear through on-campus recruiting and require finding them on your own.
Practice the wealth management intern screen out loud
Wealth management specialist intern interviews typically involve case conversations, client scenario walkthroughs, or technical finance questions on valuation or portfolio construction. Practice answering out loud and explaining your reasoning step by step, since interviewers weigh how you structure thinking as much as whether you reach the right answer.
Target structured rotational programs early
Large financial services and wealth management firms run rotational or cohort internship programs designed specifically for people new to the field, moving interns through portfolio management, financial planning, and advisory functions in one summer. These programs recruit in the fall and fill competitively fast, so identify the ones that match your goals and get your application in during the first wave.
Set your work-type filter before you start
On-site roles are 39% of the wealth management specialist internships listed here. Decide what you can realistically commit to before you start sorting through listings, then filter by location and work type on Migrate Mate so you're only reviewing roles you can actually take.
Wealth Management Specialist Internships: Frequently Asked Questions
How do I get a wealth management specialist internship?
Lead with coursework, personal projects, and a portfolio rather than work history, since hiring teams expect limited experience at the intern level. For wealth management specialist candidates, that means documented case studies, financial models, or investment analyses that give recruiters something concrete to evaluate. Combine direct applications with campus career fairs, where recruiters often move faster for students they meet in person.
Can a wealth management specialist 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 specialist interns is consistent performance on real client work, available headcount on the team, and understanding when return-offer decisions are made. Position yourself by delivering quality work and expressing clear interest in returning, without counting on it as a certainty.
When should I apply for wealth management specialist internships?
Earlier than most candidates expect. Large financial services and wealth management employers recruit summer interns the preceding fall, often filling cohorts before spring semester begins. Smaller firms and co-op programs post closer to their actual start dates, so openings appear year-round. Checking listings regularly means you won't miss roles that open and close quickly at smaller companies.
Are wealth management specialist internships paid?
Most professional wealth management specialist internships in the United States are paid. Compensation varies by company size, industry, and location, and listings show it where the employer discloses it. Roles at large financial institutions and wealth management firms are generally structured compensation programs, while smaller firms and nonprofits may differ.
What should a wealth management specialist internship resume include?
Lead with projects, not work history. Include two or three complete, documented projects showing the tools and methods you used, such as financial models built in Excel or Python, investment analysis case studies, or client portfolio simulations. Add relevant coursework in finance, economics, or accounting. Keep the resume to one page, since hiring teams screen quickly at the intern level.
Are there remote wealth management specialist internships?
Yes. Remote and hybrid roles make up 61% of the wealth management specialist internship listings here, with the rest on-site. Remote cohorts fill fast, so apply early and filter by work type to see them before they close.
What is a rotational wealth management internship program?
Some large wealth management and financial services firms run structured rotational internship programs that place interns across multiple business units, such as portfolio management, financial planning, and client advisory, over one summer. These programs are designed for people new to the field, offer broad exposure to the profession, and recruit competitively in the fall for the following summer, so apply in the first wave.
Can international students get wealth management specialist 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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