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Financial Planning Analyst Internship

Cerity Partners
New York City, USA
Part-time
Intern
Onsite
Discovered 2 weeks ago

Full Job Posting

Required Qualifications:

  • Pursuing an undergraduate degree with a strong academic record; Business or Finance majors preferred but not required.
  • Strong interest in finance, financial planning, and wealth management.
  • Strong analytical skills with a high attention to detail.
  • Proficiency with Microsoft Office, including Excel-based financial modeling and cash flow analysis.
  • Experience with financial planning, tax planning, or estate planning software considered a plus.
  • Comfort learning new technology platforms, including AI-enabled tools, considered a plus.
  • Ability to work both independently in a fast-paced environment and collaboratively within a team.
  • Strong presentation and communication skills.
  • Confidentiality and professional integrity of the highest order.
  • Alignment with Cerity Partners' 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 chance to work at one of the fastest-growing RIAs in America.
  • Hands-on mentorship to build and strengthen financial planning skills.
  • Experience within a culture that values collaboration, curiosity, and excellence.
  • A strong foundation for a career in financial planning and wealth management.
  • 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.

Preferred Qualifications

  • Pursuing an undergraduate degree with a strong academic record; Business or Finance majors preferred but not required.
  • Experience with financial planning, tax planning, or estate planning software considered a plus.
  • Comfort learning new technology platforms, including AI-enabled tools, considered a plus.

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