Join Certuity
Certuity empowers you to generate wealth and enhance your career on your own terms.
Be Empowered
Each Certuity advisor is empowered to build a business to fit their lifestyle, and we provide the tools and support to make this a reality.
Generate Wealth
Our typical compensation package includes a base salary with quarterly revenue payouts. Revenue payouts do not reset annually.
Best Benefits
Each Certuity advisor has access to a dedicated marketing team, a world-class technology platform, paid medical and dental insurance, 401(K) and expense reimbursements.
Enhance Your Career
We offer continued education opportunities, one-on-one coaching and ongoing career development.
Advisor Platform
Full service wealth management and family office platform tailored to meet the customized needs of your clients.
Open architecture investment platform
Family office services
Alternative investments
Fiduciary standard
Financial planning
Consolidated performance & tax reporting
Institutional custodian access
Exceptional margin lending rates
Marketing and public relations
World-Class Team
Certuity is an industry-ranked wealth management firm and multifamily office.
Marketing & Sales
Personalized and customized marketing platform. Features include:
Corporate branding and marketing materials
Personalized advisor marketing materials
Targeted marketing campaigns
Advisor management reports
Client data analytics
Customized CRM
Prospect data mining
Content management
Robust Technology
Designed to enhance the quality of life of advisors and clients.
Consolidated performance & tax reporting
Secure document vault
Electronic signatures
Operational workflows
Prospect data mining
Customized CRM
Advisor management reports
Financial planning
Content management & analytics
Marketing automation
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