Ideal Candidate Profile:
- Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
- Majoring in Finance, Accounting, or related business degree
- Be proficient in Microsoft Office Applications
- Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience
- Identify with Cerity Partner’s mission and demonstrate our core values
- Dependable – Timely with solid follow-through
- Tech savvy – Ability to quickly learn to navigate various software applications
- Organized – Proficient at compiling data into a presentable orderly deliverable
- Accurate – Demonstrates close attention to detail
- Positive attitude and professional appearance
- Strong collaboration, interpersonal and communication skills
- Ability to maintain confidentiality
Company Overview:
Cerity Partners is a leading, national registered investment advisory firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. 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 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 client experience
- You value the collaboration of insightful, experienced colleagues to deliver our services
- You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
Ready to apply?
Before you apply, gather the necessary materials. You’ll be required to attach a resume, unofficial academic transcript, and letter of recommendation with your application.