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Financial Planning Analyst, Internship
Cerity Partners. Support the Chief Planning Officer and Central Solutions Strategy team on day-to-day business operations and special projects .
About the role
Key responsibilities & impact- Support the Chief Planning Officer and Central Solutions Strategy team on day-to-day business operations and special projects
- Assist with the evaluation and firmwide adoption of financial planning, cash flow, and estate planning technology platforms
- Partner with Practice Development Officers to translate planning best practices into resources that improve client outcomes
- Contribute to firmwide planning strategy initiatives, including client segmentation, competitive benchmarking, and KPI reporting
- Help prepare planning materials, cash flow analyses, and presentations used in advisor and client conversations
- Perform other responsibilities as assigned
Requirements
What you’ll need- 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 demonstration of its core values
- Applicants must be authorized to work for any employer in the U.S.
Benefits
Comp & perks- Paid internship
- Direct exposure to senior leadership and decision-makers
- 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
- Equal Opportunity Employer
- Accommodations for applicants with disabilities or special needs