Executive Financial Counseling Internship Opportunity

24 hours ago


Irvine, California, United States Cerity Partners Full time
Summer Internship Opportunity

Cerity Partners is seeking a talented and motivated individual to join our Executive Financial Counseling team for the summer of 2025.

This internship provides a unique opportunity to gain hands-on experience in financial planning and analysis, working closely with our team of experts.

Responsibilities include:

  • Assisting financial advisors with preparation of financial documents and performance reports
  • Performing research on stocks, bonds, and alternative investments
  • Utilizing Bloomberg Tax Projection system for tax projections
  • Conducting independent research and building spreadsheets for financial planning opportunities

Requirements:

  • Enrolled in an undergraduate program at an accredited university
  • Proficient in Microsoft Office and Excel applications
  • Actively participating in campus organizations or professional work experience

Cerity Partners is a leading national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses, and nonprofit organizations.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.



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