Wealth Advisor - Family Office

Overview

Cerity Partners Family Office offers specialized support to ultra-high-net-worth families, blending expert financial, estate, and tax management with day-to-day administrative assistance. Our team is dedicated to a personalized service approach, ensuring every client receives tailored solutions to their unique circumstances.

We focus on building enduring relationships through professionalism and integrity, simplifying wealth management to provide peace of mind for our clients and their legacies.

• Own and lead primary client relationships, serving as the trusted advisor and central point of accountability for UHNW individuals and families
• Exceed client expectations – providing exceptional service, discretion, and a “go the extra mile” mindset
• Drive the client engagement strategy, including meeting cadence, priorities, and communication across stakeholders
• Proactively identify client needs, risks, and opportunities, bringing forward solutions and recommendations before they are requested

• Deliver strategic, integrated advice across trust & estate planning, tax planning, investments, and financial planning – ensuring decisions are coordinated and aligned to long-term goals
• Translate complex planning and investment concepts into clear, actionable guidance for sophisticated clients
• Guide overall balance sheet and cash flow strategy, including liquidity planning for lifestyle needs, capital calls, gifting, and taxes

• Coordinate closely with internal specialists, client CPAs, and attorneys to support estate planning strategy and implementation
• Ensure tax planning is integrated into investment and planning decisions; support quarterly estimates and transaction-driven planning coordination
• Partner with internal specialists to advise on insurance considerations as part of an integrated risk management plan
• Provide guidance on philanthropic planning and execution

• Partner with internal specialists on investment strategy – asset allocation, asset location, tax-aware implementation, and performance review
• Oversee private investment workflows – subscriptions, entity selection considerations, capital call/distribution monitoring, and client-facing reporting/education

• Lead the client team – set direction, delegate effectively, and ensure consistent, high-quality deliverables
• Drive execution and follow-through on all client action items – ensuring deadlines are met and work is documented
• Maintain strong organization and oversight of the client’s workflow – ensuring the team operates efficiently and proactively

• Demonstrate entrepreneurial drive to help grow the business through client retention, relationship deepening, and partnering with leadership on new client acquisition efforts
• Contribute to the evolution of CPFO’s processes and technology to improve scalability and client experience

Skills & Attributes:

• Client-first relationship leader with strong judgment, discretion, and high responsiveness
• Strong team leader who embodies a “We” mentality and elevates the performance of the broader client team
• Entrepreneurial mindset – proactively identify needs, solutions, and opportunities
• Highly organized, detail-oriented multitasker who thrives in a fast-paced environment
• Excellent verbal and written communication skills in a professional context

• Advanced Excel abilities; strong working knowledge of Microsoft Office suite
• Experience with CRM platforms (Salesforce preferred)
• Experience with Wealth Tech tools (Addepar is a plus)

• Advanced understanding of comprehensive financial planning (investments, tax planning, insurance, and estate planning)
• Experience with advanced trust & estate planning strategies a plus
• 6-10 years of experience in wealth management
• 3-7 years of experience leading client relationships in wealth management / financial planning (Family Office/MFO is a plus)
• Bachelor’s degree required; preferably in Finance, Economics, or a related field
• CFP or other relevant advanced credential (MBA, CFA, CIMA, CPA, etc.)
• Series 65 license, or ability to obtain within three months of hire

Cerity Partners Family Office offers specialized support…