Cerity Partners Jobs - Page 3
Open positions at Cerity Partners, newest first. Each listing links to the company's own application page.
- Open positions
- 56
Newest Cerity Partners openings
Wealth Advisor
On-siteHouston, TX (On-site) · 30 days ago
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.
- Full-time
- Lead / Staff
- 7+ years
- wealth planning
- client relationship management
- financial planning strategy
Trading Associate
On-siteLouisville, KY (On-site) · 30 days ago
The Trading Associate will provide trading, rebalancing, and investment management services to the Wealth Management Services team.
- Full-time
- Entry level
- portfolio rebalancing
- trade execution
- trade reconciliation
Investment Manager
Direct ATSIrvine, CA · 30 days ago
The Investment / Client Portfolio Manager is responsible for overseeing investment strategy, portfolio construction, and performance management for a dedicated client segment within a…
Summer 2027 Tax Intern
On-siteRaleigh, NC (On-site) · 30 days ago
Are you a college student looking for an internship that will provide real world experience?
- Part-time
- Entry level
- federal tax return preparation
- state and local tax returns
- tax research
Boston, MA (On-site) · 30 days ago
Are you a college student looking for a summer internship that will provide real world experience?
- Part-time
- Entry level
- financial planning
- discretionary portfolio design
- Microsoft Office
Operations Associate
Direct ATSSeattle Office · 30 days ago
The Operations Associate role will report to the Director Operations supporting the operations group in the daily administration and trading of discretionary and non-discretionary client…
New York City, NY · 30 days ago
As a member of the Business Integration & Change Management Team, you will provide essential administrative support to facilitate our Inorganic Growth Strategy.
Director of Investments & Equity Management
$250k – $300k/yrNorfolk, VA (On-site) · 30 days ago
Cerity Partners' Norfolk wealth management practice oversees approximately $4 billion in client assets, and we're looking for a Director of Investments & Equity Management to lead the…
- Full-time
- Director
- 7+ years
- quantitative equity models
- fundamental overlay
- tax-sensitive portfolio management
Bowling Green, KY (On-site) · 30 days ago
Are you a college student looking for a summer internship that will provide real world experience?
- Internship
- Entry level
- Microsoft Office
- financial planning software
- portfolio analysis
New York City, NY (On-site) · 30 days ago
Conduct asset class and capital markets research.
- Internship
- Entry level
- Microsoft Excel
- data visualization
- investment research
Helpdesk Desktop Support Analyst
$80k – $90k/yrSan Francisco 3 Office (On-site) · 30 days ago
Do you enjoy helping users get the most out of technology?
- Full-time
- Mid-level
- Windows 10/11
- Office 365
- VoIP
Wealth Advisor
Direct ATSSan Jose Office · 30 days ago
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.
Tax Admin Intern
On-siteBardstown, KY (On-site) · 30 days ago
We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Tax Administrator Intern.
- Part-time
- Entry level
- Microsoft Office
- Adobe Acrobat
- document management
Austin, TX · 30 days ago
The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests.
New York City, NY (On-site) · 30 days ago
Are you a college student looking for an internship that will provide real world experience?
- Part-time
- Entry level
Digital Enablement & AI Specialist
Direct ATSNew York City, NY · 30 days ago
Cerity Partners is seeking a Digital Enablement and AI Specialist to join our newly formed Digital Workplace team in our Technology organization as a subject matter expert for our…
- Full-time
- Mid-level
- Microsoft 365
- training content development
- workflow documentation
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