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Contractual Wealth Management Internship Jobs (NOW HIRING)

Ceritypartners

Wealth Management Internship

Albany, NY

$17.50 - $23/hr

... Wealth Management team in our Albany office for the fall of 2026. This is a paid internship program (30-40 hours/week) and a great opportunity for individuals looking to gain experience in a ...

CAPTRUST

Wealth Management Intern

Phoenix, AZ · On-site

$13.75 - $18.25/hr

This internship provide exposure to the inner-workings of a wealth management firm with a robust tax practice. Hands-on learning starts day one in this fast-paced environment. This position will be ...

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Contractual Wealth Management Internship information

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How much do contractual wealth management internship jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for contractual wealth management internship in the United States is $17.79, according to ZipRecruiter salary data. Most workers in this role earn between $16.35 and $18.99 per hour, depending on experience, location, and employer.

What is the difference between Contractual Wealth Management Internship vs Wealth Management Associate?

AspectContractual Wealth Management InternshipWealth Management Associate
CredentialsTypically pursuing or completed relevant finance or business degreeBachelor's degree in finance, economics, or related field; certifications like CFP are a plus
Work EnvironmentTemporary, training-focused, often part-time or seasonalFull-time, client-facing, professional office setting
Employer & Industry UsageInternships offered by banks, financial firms for trainingEntry-level full-time role in wealth management firms or banks

In summary, a Contractual Wealth Management Internship is a temporary, training-oriented position aimed at gaining industry experience, while a Wealth Management Associate is a full-time role with greater responsibilities in client management and financial planning.

What cities are hiring for Contractual Wealth Management Internship jobs?

Cities with the most Contractual Wealth Management Internship job openings:

What are the most commonly searched types of Wealth Management Internship jobs?

The most popular types of Wealth Management Internship jobs are:

What states have the most Contractual Wealth Management Internship jobs?

States with the most job openings for Contractual Wealth Management Internship jobs include:

Contractual Wealth Management Internship jobs near you

Wealth Management Internship

Albany, NY

Ceritypartners
See more jobs at Ceritypartnersexternal

$17.50 - $23/hr

Part-time

Posted 8 days ago

Job description

Are you a college student looking for a summer internship that will provide real world experience? Do you want to work with a collaborative team that believes in putting people first and holding each other accountable? Would you like to be part of a team who works to empower, assist, guide, motivate and support others?If yes, we believe you could be an outstanding fit.

Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Wealth Management team in our Albany office for the fall of 2026.

This is a paid internship program (30-40 hours/week) and a great opportunity for individuals looking to gain experience in a professional environment. This role is ideal for someone looking for authentic exposure to the financial industry at a nationally recognized registered investment advisory.

Primary Responsibilities:

  • Shadow and participate in various types of client presentations
  • Utilize CRM and financial planning software systems
  • Shadow and assist Financial Advisors with preparation of financial documents and performance reports
  • Perform research on stocks, bonds, and other securities, utilizing various investment software including Morningstar, YCharts, Orion Risk Intelligence.
  • Utilize back-end portfolio management software to assist in the organization of account linkups and portfolio maintenance
  • Participate and present in Investment Committee and portfolio subcommittee meetings
  • Learn about and participate in portfolio optimization, rebalancing, and backtesting
  • Conduct independent research and build spreadsheets for financial planning opportunities
  • Work on a CRM data project
  • Other duties as assigned.

Required Qualifications:

  • Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
  • Majoring in Financial Planning, Finance, Accounting, or related business degree
  • Be proficient in Microsoft Office Applications
  • Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience
  • Identify with Cerity Partner's 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 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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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