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© All Rights Reserved. ApplyBlast.com
Cerity Partners
The Wealth Advisor acts as a key relationship manager responsible for developing personalized wealth planning strategies and ensuring high client retention. This role involves onboarding new clients, leading meetings, and collaborating with internal departments like tax and legal teams to deliver holistic financial solutions. The position focuses on growing assets under management while mentoring colleagues and providing exceptional client experiences.
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.
3% above the average for this role
CitywireWarburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
3 weeks ago
