Teams at Cerity Partners

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.

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.

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.