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Cerity Partner Jobs (NOW HIRING)

Cerity Partners

Wealth Advisor

Los Altos, CA · On-site

$165K - $175K/yr

Compensation Range: $165,000-175,000 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 ...

Ceritypartners

Billing & Revenue Analyst

Louisville, KY

$60K - $70K/yr

Cerity Partners is seeking a talented and motivated individual with the highest level of personal integrity to join our Billing & Revenue Recognition Team. In this role, you will prepare, execute ...

Cerity Partners

Senior Tax Accountant

Encino, CA · On-site

$87K - $112K/yr

Join the Cerity Partners Encino team! We are a sophisticated accounting and advisory practice specializing in serving high-net-worth individuals and their business enterprises, with particular depth ...

Cerity Partners

Tax Manager - Firm Services

Chicago, IL · On-site

$135K - $155K/yr

Cerity Partners is an entrepreneurial, fast-growing RIA where the Tax Manager has a real opportunity to build this role from the ground up: identifying tax credits in new jurisdictions, driving ...

Ceritypartners

Wealth Advisor

Norfolk, VA

$130K - $160K/yr

Cerity Partners is seeking a dynamic and entrepreneurial Business Development Advisor to drive organic growth within the practice through strategic relationship building, community engagement, and ...

Ceritypartners

Wealth Advisor

Richmond, VA

$130K - $160K/yr

Cerity Partners is seeking a dynamic and entrepreneurial Business Development Advisor to drive organic growth within the practice through strategic relationship building, community engagement, and ...

Ceritypartners

Billing & Revenue Analyst

New York, NY

$60K - $70K/yr

Cerity Partners is seeking a talented and motivated individual with the highest level of personal integrity to join our Billing & Revenue Recognition Team. In this role, you will prepare, execute ...

Ceritypartners

Billing & Revenue Analyst

Chicago, IL

$60K - $70K/yr

Cerity Partners is seeking a talented and motivated individual with the highest level of personal integrity to join our Billing & Revenue Recognition Team. In this role, you will prepare, execute ...

Ceritypartners

Tax Manager

Cincinnati, OH · On-site +1

$106K - $139K/yr

Lead tax planning conversations in collaboration with Cerity Partners' financial advisors, presenting strategy and projections in client-facing meetings. * Prepare and review tax projections for ...

Ceritypartners

Billing & Revenue Analyst

Albany, NY

$60K - $70K/yr

Cerity Partners is seeking a talented and motivated individual with the highest level of personal integrity to join our Billing & Revenue Recognition Team. In this role, you will prepare, execute ...

Ceritypartners

Tax Operations Associate

Raleigh, NC

$56K - $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. Why Cerity Partners:

Ceritypartners

Tax Manager

Chicago, IL · On-site +1

$125K - $175K/yr

Lead tax planning conversations in collaboration with Cerity Partners' financial advisors, presenting strategy and projections in client-facing meetings. * Prepare and review tax projections for ...

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All JobsCerity Partner Jobs

Cerity Partner information

See salary details

$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.
Wealth Advisor

Wealth Advisor

Cerity Partners

Los Altos, CA • On-site

$165K - $175K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago

Job description

Position Summary:
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. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. Your focus will be on growing assets under management while ensuring exceptional client outcomes and satisfaction.
Primary Responsibilities
  • Serve as a key relationship manager for clients, meeting all service needs and achieving high levels of retention.
  • Develop and communicate customized wealth planning strategies based on clients' financial goals, risk tolerance, and investment preferences.
  • Serve as a secondary advisor for selected clients as needed.
  • Onboard new client relationships through organic pipelines, Custodian Referral Programs, and Workplace Solution Programs.
  • Lead and/or actively participate in prospect presentations and guide new clients through the onboarding process.
  • Lead client meetings through all phases of our wealth planning process.
  • Coordinate with internal departments (tax, legal, investment teams etc.) to ensure a holistic approach to each client's financial plan.
  • Identify cross-department solutions for client needs and able to speak generally of other service offerings.
  • Mentor and train colleagues on best practices in wealth planning, client management, and business development.
  • Proactively interact with clients and lead team to create a spectacular client experience.
  • Assist with the timely completion and submission of all client related transaction requests.
  • Involvement in company committees and/or firm-wide initiatives.
  • Perform other duties as deemed necessary or as directed.

Required Qualifications:
  • Bachelor's degree
  • Series 65
  • Completion of CFP® or CFA designation- CPA, JD, CHFC, or another approved advanced designation/degree
  • 7-10+ years of industry experience

Skills and Competencies:
  • Proficiency in all Wealth Planner functions, plus:
    • Proven leader, decision-maker, and subject matter expert.
    • Independently sources new client revenue and expands upon existing client relationships.
    • Independently develops and communicates wealth planning strategies and manages client relationships.
  • Strong interpersonal and networking skills with both external clients and internal collaboration.
  • Working knowledge of e-Money, Salesforce, PowerPoint, Word, Excel, Outlook a strong plus.
  • Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts to provide solutions.
  • Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
  • Must accept and thrive in a fast-paced, changing environment.
  • Tenacious about doing what is right for the client - always.

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

Compensation Range:
$165,000-175,000
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 rewards package:
  • Health, dental, and vision insurance - day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • 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 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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