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
Manage and grow client relationships by developing personalized wealth plans, onboarding new clients, leading meetings, coordinating cross-departmental solutions, mentoring colleagues, and driving assets under management while ensuring exceptional client service.
Financial Services
Serve as the primary liaison between advisors and the firm to drive advisor performance and engagement. Manage one-on-one and group coaching, monitor metrics, develop improvement plans, refine performance frameworks, and build reporting tools. Collaborate cross-functionally with compliance, operations, technology, and product, support onboarding, and represent advisor needs in program strategy and events. Travel up to 30% for advisor meetings and events.
Financial Services
Support a Wealth Advisor by developing individualized financial plans, onboarding clients, processing account and custodial transactions, maintaining CRM and planning software, preparing meeting materials, conducting research, and presenting recommendations to help clients meet financial goals.
