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Cerity Partner Jobs (NOW HIRING)

Cerity Partners

Client Service Associate

Indianapolis, IN · On-site

$70K - $75K/yr

Demonstrate the Cerity Partners culture. Physical Requirements: * Prolonged periods sitting at a desk and working on a computer. * Must be able to lift up to 15 pounds at times. Compensation: $70,000 ...

Cerity Partners

Data Engineer

New York, NY · On-site

$140K - $180K/yr

As a data engineer at Cerity Partners you will play a leading role maintaining the current--and architecting the future--state of our data pipelines, analytics, and reporting. Data is what empowers ...

Cerity Partners

Tax Associate

El Segundo, CA · On-site

$72K - $82K/yr

Demonstrate the Cerity Partners culture. Physical Requirements: * Prolonged periods sitting at a desk and working on a computer. * Must be able to lift up to 15 pounds at times. Compensation Range ...

Cerity Partners

Lead Lab Analyst II

New York, NY · On-site +1

$85K - $95K/yr

The Lead Generation Laboratory is hiring an analyst to power Cerity Partners' data-driven prospecting engine. This team sits at the heart of the firm's growth strategy - translating raw market ...

Cerity Partners

Family Office Associate

New York, NY · On-site

$90K - $110K/yr

Excellent oral and written skills Compensation Range: $90,000 - $110,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is ...

Cerity Partners

Portfolio Reporting Team Lead

New York, NY · On-site +1

$130K - $140K/yr

Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and ...

Cerity Partners

Business Development Officer

New York, NY · On-site

$120K - $150K/yr

Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and ...

Cerity Partners

Senior Wealth Planner

Nashville, TN · On-site

$95K - $120K/yr

Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and ...

Cerity Partners

Wealth Planner

Los Altos, CA · On-site

$70K - $75K/yr

Compensation: $70,000-75,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total ...

Cerity Partners

Senior Tax Accountant

Irvine, CA · On-site

$100K - $150K/yr

Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and ...

Cerity Partners

Wealth Advisor

Boston, MA · On-site

$130K - $180K/yr

Compensation Range: $130,000 - $180,000 Why Cerity Partners : Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of ...

Cerity Partners

CRM Data Analyst

Louisville, KY · On-site +1

Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health ...

Cerity Partners

Tax Advisor

Raleigh, NC · On-site

Cerity Partners is seeking an experienced and highly credentialed Principal Tax Advisor to join our Tax Advisory Services team. In this senior-level role, you will serve as a trusted advisor to a ...

Cerity Partners

Wealth Planner

New York, NY · On-site

$110K - $120K/yr

Compensation: $110,000 - $120,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our ...

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All JobsCerity Partner Jobs

Cerity Partner information

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$30.5K

$117.5K

How much do cerity partner jobs pay per year?

As of Jun 17, 2026, the average yearly pay for cerity partner in the United States is $113,105.00, according to ZipRecruiter salary data. Most workers in this role earn between $116,500.00 and $116,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Cerity Partner, and why are they important?

To thrive as a Cerity Partner, you generally need a background in business development, sales, or insurance, along with a solid understanding of workers' compensation insurance products. Familiarity with CRM systems, digital quoting platforms, and relevant state insurance licensing is typically required. Strong relationship-building, communication, and consultative selling skills set top performers apart in this role. These abilities are crucial for effectively acquiring clients, ensuring compliance, and maintaining successful partnerships in a competitive insurance market.

What is the difference between Cerity Partner vs Insurance Agent?

AspectCerity PartnerInsurance Agent
CredentialsTypically requires licensing and industry-specific certificationsRequires state licensing, often with specific insurance licenses
Work EnvironmentConsultative, client-focused, often within agencies or brokeragesSales-driven, working with clients directly or through agencies
Employer & Industry UsagePart of insurance agencies, brokerages, or consulting firmsIndependent agents or employed by insurance companies
Search & Comparison IntentUnderstanding roles in insurance consulting and partnershipLooking for insurance sales or coverage options

While both Cerity Partners and Insurance Agents operate within the insurance industry, Cerity Partners typically focus on consulting and partnership roles requiring industry certifications, whereas Insurance Agents primarily sell insurance policies directly to clients. The roles differ in work environment, credentials, and employer settings, catering to different aspects of insurance services.

What are some typical challenges Cerity Partners face when managing multiple client portfolios, and how can new hires effectively address them?

Cerity Partners often manage several client portfolios simultaneously, which can present challenges such as balancing diverse financial goals, staying updated on market trends, and meeting tight reporting deadlines. New hires can address these challenges by leveraging robust organizational tools, maintaining clear communication with both clients and team members, and actively participating in ongoing professional development. Collaboration with experienced colleagues and utilizing firm-provided resources also help ensure high-quality client service and smooth workflow management.

What are Cerity Partners and what do they do?

Cerity Partners are professionals who work for Cerity Partners, a national wealth management and financial advisory firm. They provide a wide range of services including investment management, financial planning, tax advisory, retirement planning, estate planning, and corporate benefit consulting. Cerity Partners serve individuals, families, businesses, and nonprofit organizations by helping them achieve their financial goals. Their team is made up of experienced advisors who act as fiduciaries, always putting their clients' interests first.
Infographic showing various Cerity Partner job openings in the United States as of June 2026, with employment types broken down into 90% Full Time, 1% Temporary, and 9% Contract. Highlights an 62% Physical, 1% Hybrid, and 37% Remote job distribution, with an average salary of $113,105 per year, or $54.4 per hour.
Client Service Associate

Client Service Associate

Cerity Partners

Indianapolis, IN • On-site

$70K - $75K/yr

Full-time

Posted 16 days ago

Job description

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.
Primary Responsibilities:
  • Frequent custodian interaction & paperwork processing.

  • Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.

  • Schedule client meetings.

  • Basic preparation and follow-up for client meetings.

  • Prepare client forms and financial reports in advance of client meetings.

  • Attend meetings to take notes and send a summary to both the client and the advisory team.

  • Develop knowledge of investment accounts, products and the forms required to transact business.

  • Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner.

  • Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.

  • Ongoing maintenance and quality control of CRM.

  • Organize advisory team meetings and events.

  • Receive client calls and resolve questions/issues as needed.

  • Execute client appreciation and retention activities.

Required Credentials:
  • Bachelor's degree

  • 5+ years of experience

Skills & Competencies:
  • Demonstrate strong and effective communication, organizational and time management skills.

  • Ability to work in a team based/collaborative environment.

  • Must accept and thrive in a fast-paced, changing environment.

  • Adherence to all compliance policies & procedures.

  • Demonstrate the Cerity Partners culture.

Physical Requirements:
  • Prolonged periods sitting at a desk and working on a computer.

  • Must be able to lift up to 15 pounds at times.

Compensation:
$70,000 - $75,000
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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