Wealth Planner
Cerity Partners
About this role
A Wealth Planner supports a Wealth Advisor in managing client relationships and developing financial plans, assisting with onboarding, transactions, and client interactions. The role involves building financial strategies, maintaining client data, and collaborating within a team to deliver personalized wealth management solutions.
Skills
Qualifications
About Cerity Partners
ceritypartners.comIndustries
Finance
Cerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.
Recent company news
PR NewswireCerity Partners Welcomes Verus Investments, Expanding Its Offering to Institutional and Wealth Clients
1 month ago
InvestmentNewsCerity Partners accelerates expansion with dual mergers in Midwest, Southern California
1 week ago
The Wall Street JournalCerity Partners Review 2026
1 month ago
CitywireWarburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
3 weeks ago
Wealth ManagementCerity Partners Merges With Verus Investments
1 month ago
About Cerity Partners
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Cerity Partners.
Salary
$90k – $120k
per year