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Cerity Partners

Wealth Planner | New College Graduate 2027

Albany Officeonsitejunior

Posted 1mo ago · via Workday

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About this role

It was great meeting you on campus! As mentioned, Cerity Partners is a Barron's top 100 RIA firm and one of the fastest growing in the nation, and we're actively seeking passionate students to join our collaborative community of financial professionals. Whether you're interested in financial planning, investment management, tax advisory, or operational excellence, you'll find opportunities to grow alongside experienced professionals who value integrity, innovation, and service to others. We have new college graduate opportunities for Summer 2027 available across many of our US offices. Join our talent community to be considered! Below is a sample job description for our Wealth Planner role — one of the paths available to new college graduates joining us in 2027.…

Read the full description on Cerity Partners's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: salesforce

2

Level fit

This role is junior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Albany Office. We weight your proximity and willingness to relocate.

Score yourself on this role.
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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

salesforce

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