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© All Rights Reserved. ApplyBlast.com
Cerity Partners
The Wealth Planner will support a Wealth Advisor by providing comprehensive wealth management strategies, developing individualized financial plans, and assisting with client meetings and transaction processing. This role focuses on onboarding new clients, maintaining client relationships, and ensuring accurate data entry and reporting.
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.
23% below the average for this role
CitywireWarburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
3 weeks ago
