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The Senior Business Services Advisor will provide high-level advisory services, manage client engagements, and mentor team members while formulating business strategies and financial reports.

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

Serve as primary relationship manager delivering customized wealth planning, onboarding new clients, leading meetings, coordinating cross-functional teams, mentoring colleagues, and growing assets under management while ensuring exceptional client outcomes and retention.

The Wealth Advisor will manage client relationships, develop investment strategies, onboard new clients, and mentor colleagues in wealth planning.

The CRM Data Analyst will support CRM conversion projects, manage project tasks in Asana, integrate new advisors into Salesforce, maintain documentation, and assist with various analytical and improvement projects.

The Principal Tax Manager prepares and reviews complex tax returns for high-net-worth individuals, including multi-state filings, and manages tax projects, audits, and client relationships.

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.

The Social Media Manager will create and execute social media content to promote the Cerity Partners brand, overseeing channels and analyzing performance.

The Tax Manager will review tax returns, lead tax planning discussions, mentor junior staff, and ensure compliance while enhancing client relationships.

The Tax Manager oversees tax return reviews, leads tax planning, mentors staff, ensures compliance, and fosters long-term client relationships while collaborating with financial advisors.