{"id":1262317,"url":"https://alion.io/job/cerity-partners-financial-planning-analyst-internship","title":"Financial Planning Analyst Internship","company":{"id":707444,"name":"Cerity Partners","domain":"ceritypartners.com","url":"https://alion.io/company/cerity-partners","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":88,"open_postings":4,"ghost_share":0,"stale_share":0.5,"repost_share":0,"time_to_fill_p50_days":41,"computed_at":"2026-10-30T05:48:23Z"}},"role":"Finance","role_family":"Finance","seniority":"intern","employment_type":"internship","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States","Conshohocken, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":true}],"status":"live","first_seen_at":"2026-09-25T20:53:06Z","employer_posted_date":"2026-09-25","last_verified_at":"2026-10-30T01:16:46Z","board_verified":true,"closed_at":null,"days_open":34,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":34},"description":"Cerity Partners is looking for Summer 2027 Interns to join our Financial Planning team, part of our Central Solutions team. As a Financial Planning intern, you will work directly alongside our Chief Planning Officer and other members of the Financial Planning team, gaining hands-on exposure to comprehensive financial planning, client relationship management, and the tools and processes advisors use to help clients reach their financial goals.\nThis is a paid, full-time internship (40 hours per week) that offers practical experience in a professional setting. It's a strong opportunity for students seeking direct insight into the financial planning and wealth management industry at one of the fastest-growing registered investment advisory firms in the country.\nPrimary Responsibilities:\nSupport the Chief Planning Officer and Central Solutions Strategy team on day-to-day business operations and special projects.\nAssist with the evaluation and firmwide adoption of financial planning, cash flow, and estate planning technology platforms.\nPartner with our Practice Development Officers to translate planning best practices into resources that improve outcomes for clients.\nContribute to firmwide planning strategy initiatives, such as client segmentation, competitive benchmarking, and KPI reporting.\nHelp prepare planning materials, cash flow analyses, and presentations used in advisor and client conversations.\nPerform other responsibilities as assigned.\nRequired Qualifications:\nPursuing an undergraduate degree with a strong academic record; Business or Finance majors preferred but not required.\nStrong interest in finance, financial planning, and wealth management.\nStrong analytical skills with a high attention to detail.\nProficiency with Microsoft Office, including Excel-based financial modeling and cash flow analysis.\nExperience with financial planning, tax planning, or estate planning software considered a plus.\nComfort learning new technology platforms, including AI-enabled tools, considered a plus.\nAbility to work both independently in a fast-paced environment and collaboratively within a team.\nStrong presentation and communication skills.\nConfidentiality and professional integrity of the highest order.\nAlignment with Cerity Partners' mission and demonstrate our core values.\nWhy Cerity Partners:\nOur people drive our success by working together to deliver exceptional service to our clients. As part of our internship program, you will gain:\nDirect exposure to senior leadership and decision-makers.\nThe chance to work at one of the fastest-growing RIAs in America.\nHands-on mentorship to build and strengthen financial planning skills.\nExperience within a culture that values collaboration, curiosity, and excellence.\nA strong foundation for a career in financial planning and wealth management.\nCerity 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.\nCerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to  must be authorized to work for any employer in the U.S.","description_format":"text","description_chars":3615,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-09-25T20:53:06Z"}],"visa":[],"liveness":{"score":64,"band":"ok","label":"Likely open","p_open":1,"p_active":0.853,"p_room":0.75,"age_days":34,"expected_fill_days":41,"reasons":["conf:4","velocity","win:late","comp:junior"],"computed_at":"2026-10-30T05:48:23Z"},"pay":null,"html_url":"https://alion.io/job/cerity-partners-financial-planning-analyst-internship","json_url":"https://alion.io/job/cerity-partners-financial-planning-analyst-internship.json","meta":{"generated_at":"2026-10-30T06:43:12Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":9425,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-31T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":707444},"rest":"https://alion.io/mcp/rest/get_company?id=707444"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcerity-partners-financial-planning-analyst-internship"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcerity-partners-financial-planning-analyst-internship"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcerity-partners-financial-planning-analyst-internship"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/cerity-partners-financial-planning-analyst-internship\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcerity-partners-financial-planning-analyst-internship"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":1262317}},{"tool":"search_jobs","arguments":{"company":"ceritypartners.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":1262317},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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