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 investment strategies based on clients’ financial goals, risk tolerance, and 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.
• Generate prospective clients and engage in marketing activities to generate new opportunities.
• 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 portfolio and financial objectives.
• Identify cross-department solutions for client needs and 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 team 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.

Required Qualifications: 

• Bachelor’s degree
• Series 65
• Completion of CFA designation, CAIA, Masters in Finance, or equivalent
• 10+ years of industry experience

Skills and Competencies: 

• Investment analysis and management skills to include individual security analysis, private markets, and derivatives.
• Proven leader, decision-maker, and subject matter expert.
• Proficiency in all Wealth Planner functions.
• Independently sources new client revenue and expands upon existing client relationships.
• Independently develops and communicates investment management 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 in order 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.

Physical Requirements:

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

Compensation Range:

$130,000 - $180,000

Why Cerity Partners:

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 – 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 [email protected]. Applicants must be authorized to work for any employer in the U.S.