Join Certuity

Certuity empowers you to generate wealth and enhance your career on your own terms.

1

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.

2

Generate Wealth

Our typical compensation package includes a base salary with quarterly revenue payouts. Revenue payouts do not reset annually.

3

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.

4

Enhance Your Career

We offer continued education opportunities, one-on-one coaching and ongoing career development.

The 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

Recognized by leading financial publications, including Barron's, Forbes, The Financial Times, Financial Advisor Magazine and the Los Angeles Business Journal

View Recognition

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 and tax reporting
Secure document vault
Electronic signatures
Operational workflows
Prospect data mining

Customized CRM
Advisor management reports
Financial planning
Content management and analytics
Marketing automation