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© All Rights Reserved. ApplyBlast.com
Cerity Partners
Cerity Partners is seeking a Wealth Planner to serve as a trusted partner for complex, multi-generational families, providing financial planning, tax strategy, and investment analysis. The role involves managing client relationships, coordinating with external advisors, and supporting the full spectrum of family office services within a collaborative team environment. This position offers mentorship and opportunities for professional credential development while working alongside senior advisors.
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.
Right around the average for this role
CitywireWarburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
3 weeks ago
