Cerity Partners Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 17 interview experiences · FREE TO READ
Which role are you interviewing for?
8 roles · 17 reportsCandidate interview experiences
First-hand accounts from people who interviewed at Cerity Partners.
Cerity Partners
Principal
Lead Average Positive experience No offer 3 rounds
Interview process
Recruiter call Phone screen Onsite Background check
Interview formats
Behavioral Technical Case
The interview process involved 3 interviews, which were conversational in nature with some analytical financial questions mixed in. It began with an HR phone call, then moved to several remote meetings with the team, and concluded with an in-office meeting with team members. The entire process spanned a few months.
Confirmed questions1 question
- Could you tell me about your passions and interests?
Cerity Partners
Associate
Entry Average Neutral experience No offer 1 round
Interview process
Recruiter call
Interview formats
Behavioral
Had an HR phone screen where I spoke with their Talent Acquisition specialist. It was a standard screening conversation. The TA person was friendly, but didn't give super clear info about what happens next. I thought I had moved on to the next stage, but I didn't hear anything back until after the time they said I would.
Confirmed questions1 question
- Can you share a bit about your experience and tell me why you're interested in Cerity?
Cerity Partners
Wealth Management Intern
Intern Easy Neutral experience No offer 1 round
Interview process
Recruiter call
Interview formats
Behavioral Technical
I had a prescreen where they walked through my resume and asked about my interest in the career path. They wanted to know why I applied and then we finished with Q/A. It was very polite and straight forward, no technical or behavioral questions. We also discussed the summer experience and who I'll be interacting with.
Confirmed questions1 question
- What financial technical experience do you have?
Cerity Partners
Wealth Planner
Entry Difficult Negative experience No offer 2 rounds
Interview process
Recruiter call Phone screen
Interview formats
Behavioral Technical
First I had an initial chat with the company recruiter, which was nice. Then, I interviewed with two wealth advisors over Zoom. That was not a good experience. They didn't focus on my experience or what the job would entail. Instead, they spent 20 minutes asking me why I left my last job. They thought it was a red flag that I would look for a new job while still employed. They also insinuated that since I have a young child, my work hours would be from 5 am to 6 pm. I never heard back after that.
Confirmed questions3 questions
- What was the reason for your departure from your last position?
- Can you explain why you didn't continue working at your previous company while searching for a new opportunity?
- Is it true that you have a trust fund or inheritance that enabled you to do this?
Cerity Partners Interview Questions
Quoted word for word from Cerity Partners interview reports.
“What's your take on the market right now (June 2025)?”
Read reports →“Is it true that you have a trust fund or inheritance that enabled you to do this?”
Read reports →“What is your interest in venture capital?”
Read reports →“What attracts you to corporate venture capital specifically?”
Read reports →“What specifically caught your eye at Cerity?”
Read report →“What motivated your interest in Cerity Partner?”
Read report →“Could you tell me about your passions and interests?”
Read report →“What are your reasons for pursuing an opportunity in the wealth sector?”
Read report →“Can you introduce yourself and explain your interest in wealth management?”
Read report →Formats, difficulty and experience
Across all 17 Cerity Partners interview reports.