Cerity Partners
Cerity Partners Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers life insurance
Offers accidental death & dismemberment insurance
Offers disability insurance
Offers supplemental life insurance
Provides adoption assistance
Offers generous parental leave
Provides family medical leave
Offers dental insurance
Offers health insurance
Offers mental health benefits
Offers Flexible Spending Account (FSA)
Offers vision insurance
Offers Health Savings Account (HSA)
Offers performance bonuses
Work-Life Balance + Wellbeing
Offers company-sponsored outings
Offers an Employee Assistance Program (EAP)
Offers generous PTO
Provides bereavement leave
Provides paid holidays
Career Growth + Development
Provides customized development tracks
Job training & conferences
Provides tuition assistance
Recently posted jobs
Financial Services
Paid summer internship supporting outsourced CIO teams with client correspondence, reporting, month-end close, account reconciliations, accounts payable, audit support, cycle counts, meeting materials, and ad hoc projects. The role provides exposure to institutional investment services, wealth management, financial planning, and senior leadership. Candidates must be enrolled undergraduates studying finance, accounting, or a related field, maintain a minimum 3.2 GPA, and be proficient in Microsoft Office.
Financial Services
Provides comprehensive financial planning, portfolio management, trade recommendations, and responsive service to 75–80 clients. Builds long-term client relationships, develops financial goals and action plans, coordinates client meetings, manages and mentors associates, and supports client referrals and new business development. Ensures ethical, compliant conduct while explaining complex financial concepts clearly and delivering meticulous client service.
Financial Services
Provides trading, portfolio rebalancing, reconciliation, and investment management support for wealth management clients. Executes trades according to investment policies and allocations, analyzes household portfolios, maintains trading systems, communicates with advisors, and supports performance reporting, data analysis, visualization, investment committee activities, and manager due diligence.
