Cerity Partners

HQ
New York
Total Offices: 48
879 Total Employees

Cerity Partners Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers accidental death & dismemberment insurance

Offers disability insurance

Offers supplemental life insurance

Provides adoption assistance

Offers generous parental leave

Provides family medical leave

Offers dental insurance

Offers health insurance

Offers mental health benefits

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers Health Savings Account (HSA)

Offers performance bonuses

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides bereavement leave

Provides paid holidays

Career Growth + Development

Provides customized development tracks

Job training & conferences

Provides tuition assistance

10 Days AgoSaved
In-Office
Los Altos, CA, USA
Financial Services
Support a Wealth Advisor by developing individualized financial plans, onboarding clients, processing account transactions, maintaining CRM and planning software, preparing client meeting materials, conducting research, and presenting recommendations to help clients meet financial goals while delivering exceptional client service.
10 Days AgoSaved
In-Office
Los Altos, CA, USA
Financial Services
Serve as a senior relationship manager delivering personalized wealth plans, onboarding clients, leading meetings, coordinating with tax/legal/investment teams, mentoring colleagues, driving AUM growth, ensuring high client retention and superior client experience.
12 Days AgoSaved
In-Office
2 Locations
Financial Services
As an Investment Associate, you will source venture capital investment opportunities, evaluate business plans, track deal flow, research industry trends, and assist with due diligence.