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      Cerity Partners

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      Wealth Management Associate Interview

      Jan 7, 2026
      Anonymous employee
      New York, NY
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at Cerity Partners (New York, NY)

      Interview

      The interview process consisted of multiple rounds meeting members of the direct team I was interviewing for, as well as department heads. Each zoom call interview last around 30 minutes and the entire process took around 1-2 weeks, which quicker than most which is a positive.

      Interview questions [1]

      Question 1

      They asked if I had relevant experience to the platforms that they currently worked on,
      1 Answer

      Jobs at Cerity Partners

      34 jobs in United States
      Wealth Planner
      New York, NY
      ·
      $110K - $120K /yr
      (Employer provided)
      View job
      Wealth Planner
      Pasadena, CA
      ·
      $85K - $125K /yr
      (Employer provided)
      View job
      Wealth Planner
      Los Altos, CA
      ·
      $70K - $75K /yr
      (Employer provided)
      View job
      Wealth Planner
      El Segundo, CA
      ·
      $90K - $115K /yr
      (Employer provided)
      View job
      Merger Integration Investment Analyst
      New York, NY
      ·
      $100K - $120K /yr
      (Employer provided)
      View job

      Cerity Partners interviews FAQs

      • Wealth Management Associate applicants have rated the interview process at Cerity Partners with 3 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 100% positive. To compare, the company-average is 45.5% positive. This is according to Glassdoor user ratings.
      • Here are the most commonly searched roles for interview reports -

        1. Associate(17) ;
        2. Senior Associate(10) ;
        3. Intern(9) ;
        4. Client Service Associate(4) ;
        5. Wealth Management Intern(4) ;
        6. Partner(3) ;
        7. Associate Wealth Planner(2) ;
        8. Principal(2) .


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