Teams at Cerity Partners

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

The Senior Tax Accountant prepares and reviews complex tax returns, engages in proactive tax planning, builds client relationships, and mentors junior staff. They oversee intricate partnership and real estate taxation issues, collaborating closely with clients and advisors throughout the year.

Lead design and delivery of individualized development plans and training for client-facing wealth management colleagues. Assess talent, coach managers, implement curricula, evaluate outcomes, and align career pathways with firm objectives.