Utilize CRM and financial planning software systems * Opportunity to obtain e-Money Certification ... As part of our internship program, you will gain: * Direct exposure to senior leadership and ...
Utilize CRM and financial planning software systems * Opportunity to obtain e-Money Certification ... As part of our internship program, you will gain: * Direct exposure to senior leadership and ...
Wealth Management Internship
El Segundo, CA · On-site
$25/hr
Utilize CRM and financial planning software systems * Opportunity to obtain e-Money Certification ... As part of our internship program, you will gain: * Direct exposure to senior leadership and ...
Wealth Management Internship
El Segundo, CA · On-site
$25/hr
Utilize CRM and financial planning software systems * Opportunity to obtain e-Money Certification ... As part of our internship program, you will gain: * Direct exposure to senior leadership and ...
This team also works with marketing, operations, and financial management to achieve business ... Summer interns are placed into meaningful and interesting roles that are valued by the business.
This team also works with marketing, operations, and financial management to achieve business ... Summer interns are placed into meaningful and interesting roles that are valued by the business.
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Excellent time-management skills * Interest in financial literacy and planning tools * Business ... Top 100 Internship Programs, Yello x WayUp (2022) * 5.0+ million clients and growing2 * $257 ...
Financial Management Internships information
See California salary details
$10.44 - $13.09
1% of jobs
$13.09 - $15.74
8% of jobs
$17.77 is the 25th percentile. Wages below this are outliers.
$15.74 - $18.40
22% of jobs
The median wage is $20.63 / hr.
$18.40 - $21.05
24% of jobs
$21.05 - $23.70
16% of jobs
$24.75 is the 75th percentile. Wages above this are outliers.
$23.70 - $26.35
13% of jobs
$26.35 - $29.01
10% of jobs
$29.01 - $31.66
5% of jobs
$31.66 - $34.31
2% of jobs
$34.31 - $36.97
0% of jobs
$36.97 - $39.62
0% of jobs
$10
$23
$39
How much do financial management internships jobs pay per hour?
What is a financial management internship?
What types of projects or tasks can I expect to work on during a financial management internship?
What are the key skills and qualifications needed to thrive in financial management internships, and why are they important?
What is the difference between Financial Management Internships vs Financial Analyst Internships?
| Aspect | Financial Management Internships | Financial Analyst Internships |
|---|---|---|
| Required Credentials | Typically pursuing or recent graduates in finance, accounting, or related fields | Similar educational background, often with some coursework in finance or economics |
| Work Environment | Corporate finance departments, banks, investment firms | Financial services firms, investment banks, corporate finance teams |
| Employer & Industry Usage | Used by companies seeking interns for financial planning, budgeting, and management | Commonly used for roles focused on financial analysis, reporting, and investment evaluation |
Financial Management Internships focus on supporting financial planning and management tasks, while Financial Analyst Internships emphasize analyzing financial data and investment opportunities. Both roles require similar educational backgrounds and are found in corporate and financial services environments. The key difference lies in their primary focus: management versus analysis.
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Cities in California with the most Financial Management Internships job openings:

$25/hr
Part-time
Posted 5 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 for our summer internship experience.
Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Wealth Management team for the summer of 2027.
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
- Opportunity to obtain e-Money Certification
- 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 Bloomberg, YCharts, HiddenLevers, Riskalyze, etc.
- 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 with a team virtually to create a financial planning project or other projects
- Collaborate with tax professionals to assist in tax planning
- 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
Hourly Rate:
$25 per hour
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.