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© All Rights Reserved. ApplyBlast.com
Cerity Partners
A Wealth Planner provides comprehensive wealth management strategies aligned with clients' goals and values and supports a Wealth Advisor in managing client relationships. The role is part of Cerity Partners, a national registered wealth management and institutional consulting firm serving high-net-worth individuals, families, businesses, and nonprofit organizations. The position contributes to client-facing planning and firm-wide financial advice delivery.
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.
Cerity Partners didn’t post a salary, so this is our estimate from similar listings.
CitywireWarburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
3 weeks ago
