# Financial Planning Analyst Internship at Cerity Partners

- Company: Cerity Partners
- Location: New York, NY
- Type: Internship · Internship
- Posted: 2026-09-26
- Apply: https://ceritypartners.wd12.myworkdayjobs.com/ceritypartnerscareers/job/New-York-City-NY/Financial-Planning-Analyst-Internship_R931
- Page: https://newgrad.ai/jobs/financial-planning-analyst-internship-3284e83b

## Posting

What you'll do:

- Support Chief Planning Officer and Central Solutions team on daily operations and special projects.
- Evaluate and implement financial planning and estate planning technology platforms firmwide.
- Translate planning best practices into client-focused resources with Practice Development Officers.
- Contribute to planning strategy initiatives including client segmentation and KPI reporting.
- Prepare planning materials, cash flow analyses, and presentations for advisors and clients.

What they're looking for:

- Pursuing undergraduate degree with strong academics; Business or Finance majors preferred.
- Strong interest in finance, financial planning, and wealth management.
- Advanced Excel skills including financial modeling and cash flow analysis.
- Analytical mindset with meticulous attention to detail.
- Ability to work independently and collaboratively in fast-paced environments.

Pay and perks:

- Paid, full-time internship for Summer 2027, 40 hours per week.
- Direct mentorship from senior leadership and decision-makers.
- Hands-on experience at a top-growing registered investment advisory firm.

Summarized by newgrad.ai from Cerity Partners's public posting. Check the original for full details before you apply.

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