Cerity Partners

Join our rapidly growing wealth management organization as a Talent Acquisition Partner. This critical addition to the human capital talent acquisition team will play a key role in driving the recruitment strategy for hiring leaders across multiple wealth management practices and shar

Join our rapidly growing wealth management organization as a Talent Acquisition Partner. This critical addition to the human capital talent acquisition team will play a key role in driving the recruitment strategy for hiring leaders across multiple wealth management practices and shar

Position Summary:The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings processing paperwork scheduling client meetings and preparing

Position Summary:The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings processing paperwork scheduling client meetings and preparing

AWealth Plannerwillprovide comprehensive wealth management strategies consistent with ourclientsgoals and values.This colleague will supportaWealth Advisor in managing client relationships.Primary Responsibilities:Assistadvisoryteam with onboarding of new clients: customize our standa

AWealth Plannerwillprovide comprehensive wealth management strategies consistent with ourclientsgoals and values.This colleague will supportaWealth Advisor in managing client relationships.Primary Responsibilities:Assistadvisoryteam with onboarding of new clients: customize our standa

Position Summary:Cerity Partners Investment Office seeks an experienced highly skilled and talented candidate for a Client Portfolio Manager role. This individual will primarily focus on and serve the investment needs of endowments and foundations throughout the US. Clients will view

Position Summary:Cerity Partners Investment Office seeks an experienced highly skilled and talented candidate for a Client Portfolio Manager role. This individual will primarily focus on and serve the investment needs of endowments and foundations throughout the US. Clients will view

The Video Content Producer will be responsible for conceptualizing producing and managing all video audio webinar and other dynamic content to enhance the Cerity Partners brand and storytelling capabilities. They will work across the Marketing Team and with other internal stakeholders

The Video Content Producer will be responsible for conceptualizing producing and managing all video audio webinar and other dynamic content to enhance the Cerity Partners brand and storytelling capabilities. They will work across the Marketing Team and with other internal stakeholders

The Administrative Assistant is responsible for delivering an exceptional client experience to everyone who visits or calls Cerity Partners (CP) as well as providing administrative support to the CP team.Primary ResponsibilitiesGreet and welcome all clients and visitors both in person

The Administrative Assistant is responsible for delivering an exceptional client experience to everyone who visits or calls Cerity Partners (CP) as well as providing administrative support to the CP team.Primary ResponsibilitiesGreet and welcome all clients and visitors both in person

Cerity Partners is looking for Summer 2026 Interns to join our Central Solutions team. As a Central Solutions Intern you will work directly with our Chief Solutions Officer and team on strategic initiatives that support the growth and integration of the firm. The role provides exposur

Cerity Partners is looking for Summer 2026 Interns to join our Central Solutions team. As a Central Solutions Intern you will work directly with our Chief Solutions Officer and team on strategic initiatives that support the growth and integration of the firm. The role provides exposur

We are seeking a team player with a positive attitude and the highest level of personal integrity to join our taxteam as a Tax Administrator Intern. This is a paid internship program (25-30 hours per week January to Mid-April) and is designed to provide college students with an opport

We are seeking a team player with a positive attitude and the highest level of personal integrity to join our taxteam as a Tax Administrator Intern. This is a paid internship program (25-30 hours per week January to Mid-April) and is designed to provide college students with an opport

The Principal Wealth Advisor serves as a key relationship manager ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor w

The Principal Wealth Advisor serves as a key relationship manager ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor w

Position Summary:Do you have a passion for using your financial planning skills to impact lives Are you motivated when you can help clients reach their goals Do you like the challenge of solving the puzzle that can be a clients complex financial picture If you answered yes to any of t

Position Summary:Do you have a passion for using your financial planning skills to impact lives Are you motivated when you can help clients reach their goals Do you like the challenge of solving the puzzle that can be a clients complex financial picture If you answered yes to any of t

Position Summary:Do you have a passion for using your financial planning skills to impact lives Are you motivated when you can help clients reach their goals Do you like the challenge of solving the puzzle that can be a clients complex financial picture Do you have a strong knowledge

Position Summary:Do you have a passion for using your financial planning skills to impact lives Are you motivated when you can help clients reach their goals Do you like the challenge of solving the puzzle that can be a clients complex financial picture Do you have a strong knowledge

Position Summary:Are you a colleague who would thrive using advanced analytical skills financial expertise and stakeholder management to ensure accurate timely reporting to executive leadership Do you welcome an opportunity to own a critical monthly process that directly impacts Board

Position Summary:Are you a colleague who would thrive using advanced analytical skills financial expertise and stakeholder management to ensure accurate timely reporting to executive leadership Do you welcome an opportunity to own a critical monthly process that directly impacts Board

Cerity Partners is searching for talented bright and motivated individuals with the highest level of personal integrity to join our Santa Barbara team January 2026 Spring 2026. We are seeking a team player with a positive attitude and the highest level of personal integrity to join o

Cerity Partners is searching for talented bright and motivated individuals with the highest level of personal integrity to join our Santa Barbara team January 2026 Spring 2026. We are seeking a team player with a positive attitude and the highest level of personal integrity to join o

Primary Responsibilities:Assist in the preparation of federal state and local individual and business income tax returnsCreate work papers that effectively tell the story of how projects were preparedResearch and analyze a wide range of tax issuesIdeal Candidate Profile:Be enrolled in

Primary Responsibilities:Assist in the preparation of federal state and local individual and business income tax returnsCreate work papers that effectively tell the story of how projects were preparedResearch and analyze a wide range of tax issuesIdeal Candidate Profile:Be enrolled in

Are you a college student looking for an internship that will provide real world experience Do you want to work with a collaborative team that believes in putting people first and holding each other accountable Would you like to be part of a team who works to empower assist guide moti

Are you a college student looking for an internship that will provide real world experience Do you want to work with a collaborative team that believes in putting people first and holding each other accountable Would you like to be part of a team who works to empower assist guide moti

Position Summary:A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients goals and values. This colleague will support our Wealth Advisors in managing client relationships. Alongside the advisor the wealth planner will develop individualize

Position Summary:A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients goals and values. This colleague will support our Wealth Advisors in managing client relationships. Alongside the advisor the wealth planner will develop individualize

Are you a college student looking for a summer internship that will provide real world experience Do you want to work with a collaborative team that believes in putting people first and holding each other accountable Would you like to be part of a team who works to empower assist guid

Are you a college student looking for a summer internship that will provide real world experience Do you want to work with a collaborative team that believes in putting people first and holding each other accountable Would you like to be part of a team who works to empower assist guid