Financial Planning Analyst Internship

Join Cerity Partners as a Financial Planning Analyst Intern for Summer 2027 and gain hands-on experience in comprehensive financial planning and client relationship management. You will work directly with senior leadership and the Financial Planning team, contributing to firmwide strategy initiatives and supporting daily business operations. This paid, full-time internship offers a unique opportunity to gain insight into the wealth management industry at a rapidly growing firm.

• Support Chief Planning Officer and Central Solutions Strategy team
• Assist with evaluation of financial planning technology platforms
• Partner with Practice Development Officers on best practices
• Contribute to firmwide planning strategy initiatives
• Prepare planning materials, cash flow analyses, and presentations
• Pursuing undergraduate degree in Business or Finance preferred

• Must be authorized to work without sponsorship.