Cerity Partners
Cerity Partners is seeking a motivated college student for a paid summer internship within its Wealth Management team to gain real-world experience in the financial industry. The role offers direct exposure to senior leadership and hands-on training in wealth management and financial planning. Interns will collaborate with a team to support client presentations, financial planning processes, and investment portfolio maintenance.
Cerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Cerity Partners.
Warburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
3 weeks ago