Wealth Advisor

Primary Responsibilities

• Serve as a key relationship manager for clients meeting all service needs and achieving high levels of retention.
• Develop and communicate customized wealth planning strategies based on clients' financial goals, risk tolerance, and investment preferences.
• Serve as a secondary advisor for selected clients as needed.
• Onboard new client relationships through organic pipelines, Custodian Referral Programs, and Workplace Solution Programs.
• Lead and/or actively participate in prospect presentations and guide new clients through the onboarding process.
• Lead client meetings through all phases of our wealth planning process.
• Coordinate with internal departments (tax, legal, investment teams, etc.) to ensure a holistic approach to each client’s financial plan.
• Identify cross-department solutions for client needs and be able to speak generally of other service offerings.
• Mentor and train colleagues on best practices in wealth planning, client management, and business development.
• Proactively interact with clients and lead teams to create a spectacular client experience.
• Assist with the timely completion and submission of all client-related transaction requests.
• Involvement in company committees and/or firm-wide initiatives.
• Perform other duties as deemed necessary or as directed.

• Bachelor’s degree
• Series 65
• Completion of CFP or CFA designation, CPA, JD, CHFC, or another approved advanced designation/degree
• 7-10 years of industry experience

• Proficiency in all Wealth Planner functions plus:
• Proven leader, decision-maker, and subject matter expert.
• Independently sources new client revenue and expands upon existing client relationships.
• Independently develops and communicates wealth planning strategies and manages client relationships.
• Strong interpersonal and networking skills with both external clients and internal collaboration.
• Working knowledge of e-Money, Salesforce, PowerPoint, Word, Excel, Outlook (a strong plus).
• Ability to listen and empathize with clients, spot and analyze issues, and simplify/explain financial concepts to provide solutions.
• Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work to meet deadlines in a proactive manner with little supervision required.
• Must accept and thrive in a fast-paced, changing environment.
• Tenacious about doing what is right for the client always.
• Ability to remain steady under pressure, read human dynamics accurately, and help clients regain a sense of agency during periods of rapid change or uncertainty.

• Prolonged periods sitting at a desk and working on a computer.

$140,000 - $160,000

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

• Health, dental, and vision insurance from day 1
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations please reach out to applicants. Applicants must be authorized to work for any employer in the U.S.

Required Experience: Unclear Seniority

Key Skills
Business Development, Estate Law, Sales Experience, Trusts, Wealth Management, Financial Services, Organizational skills, Investment Experience, Banking, Securities Law, Financial Planning, Wills

Employment Type : Full-Time

Experience: years

Vacancy: 1

Monthly Salary Salary: 140000 - 160000