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© All Rights Reserved. ApplyBlast.com
Cerity Partners
A Wealth Planner provides comprehensive wealth management strategies and supports a Wealth Advisor in managing client relationships. The role focuses primarily on portfolio construction and secondary responsibilities include creating individualized financial plans and recommendations to help clients meet their financial goals. The planner assists with client meetings, presents findings, and ensures an outstanding client experience.
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.
34% above the average for this role
CitywireWarburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
3 weeks ago
