Ideal Candidate Profile – “Our Casting Call!”
Cerity Partners is an award-winning investment and wealth management firm offering financial wellness services to individuals and their families, businesses and their employees, and nonprofit organizations. We act as a trusted advisor, a fiduciary and steward, who preserve and enhances wealth through timely, personalized, unbiased advice, placing the interests of our clients first. Our mission is to positively impact the financial lives of our clients. With no proprietary products to sell, we have the freedom to recommend the best offerings in the marketplace for clients’ custody, trading, investment, planning and tax needs.
Our culture is critical to us. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how each and every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
• You understand the need to provide a world class customer experience
• You value the collaboration of insightful, experienced colleagues to deliver our services
• You demonstrate strong affinity in financial services, exceptional communication, organization, and prioritization skills
Culture & Perks