Wealth Management Internship

Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Santa Barbara team January 2026 – Spring 2026. We are seeking a team player with a positive attitude and the highest level of personal integrity to join our team.

This is a paid internship program (20-30 hours per week) and a great opportunity for individuals looking to gain experience in a professional environment. This role offers a flexible schedule, collaborative team atmosphere, and autonomy to manage your projects. This role is also ideal for someone looking for a part-time seasonal position in the financial industry at a nationally recognized registered investment advisory.

Primary Responsibilities:

• Shadow and participate in various types of client presentations
• Utilize Emoney and financial planning software systems for retirement planning analysis
• Shadow and assist Financial Advisors with preparation of financial documents and performance reports
• Perform research on stocks, bonds, alternative investment and other securities, utilizing various investment software systems and implement strategies for client portfolios
• Utilize Bloomberg Tax Projection system and assist financial advisors with tax projections
• Learn about and participate in portfolio optimization, and rebalancing
• Conduct independent research and build spreadsheets for financial planning opportunities

• Become familiar with the financial planning software, eMoney
• Work on a system integration project and assist with:
  • Account maintenance
  • Data clean up
  • Merger integration
• Support team by answering questions and troubleshooting issues
• Work with a team virtually to create a financial planning project or investment research project
• Other duties as assigned.

Required Qualifications:

• Pursuing a degree in Finance or similar field with a strong academic record.
• Exhibits a strong interest in public and private capital markets and portfolio management.
• Ability to work independently in a fast-paced environment.
• Strong knowledge of Microsoft Excel, PowerPoint, Word and Bloomberg.
• Strong analytical skills with a high attention to detail.
• Strong presentation and communication skills.
• Identify with Cerity Partner’s mission and demonstrate our core values

Hourly Rate:

$25.00/hr.

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 [email protected]. Applicants must be authorized to work for any employer in the U.S.