Hybrid Wealth Investment Associate; CFA Path
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Analyst
Cerity Partners in Chicago, IL is seeking an Investment Associate to support three to four wealth management partners. This career-track role offers CFA development and ~9–12 hours per partner per week of investment support, enabling partners to focus on relationships and business development.
The position emphasizes learning client portfolios, investment philosophy, and portfolio management while advancing toward independent advisory guidance.
This role, Hybrid Wealth Investment Associate (CFA Path) at Cerity Partners, could be your next career step.
Consider building your career as a Hybrid Wealth Investment Associate (CFA Path) at Cerity Partners.
The Hybrid Wealth Investment Associate (CFA Path) position in the Finance field is open for applications.
We have an opening for a Hybrid Wealth Investment Associate (CFA Path) in Chicago, IL, United States within Finance.
This role, Hybrid Wealth Investment Associate (CFA Path) at Cerity Partners, could be your next move.
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