Teams at Cerity Partners

Prepare and review complex tax returns for high-net-worth individuals, assist with tax projections, and provide exceptional client service.

Support a Wealth Advisor by developing individualized financial plans and recommendations, onboarding clients, processing account transactions, maintaining CRM and financial planning software, preparing meeting materials, conducting research, and interacting with clients to ensure an outstanding client experience.

Support a Wealth Advisor by developing individualized financial plans, onboarding clients, maintaining CRM, processing transactions, preparing meeting materials, conducting research, and presenting recommendations to clients.