Senior Associate - Wealth Management

Position Summary:  

Do you have a passion for using your financial planning skills to impact lives?  Are you motivated when you can help clients reach their goals?  Do you like the challenge of solving the puzzle that can be a client’s complex financial picture?  If you answered yes to any of the questions above, we would like to speak with you about being a Wealth Planner on our team in San Francisco.

The Senior Associate Wealth Planner works on a team with a Principal or Partner serving a significant number of existing client relationships and participating in prospective client opportunities. In this role, the Wealth Planner oversees the implementation and maintenance of balanced, multiple asset class portfolios across diverse accounts in a client-tailored and tax-sensitive manner and provides their clients with guidance and direction on financial planning topics. Earning very high levels of client satisfaction is essential.

Primary Responsibilities: 

• Manage a client load of 70-85 clients

• Provide exceptional, responsive service and portfolio management to all clients

• Establish deep relationships with clients which includes an understanding of their complete financial picture.

• Understand the firm’s investment philosophy and financial planning approach with proficiency in all areas and commitment to ongoing knowledge development.

• Perform core client service and portfolio management responsibilities including:

• Prepare for and lead client review meetings

• Develop portfolio allocations and investment recommendations

• Ongoing responsibility for appropriate asset allocation and cash management

• Proactive financial planning

• Regular, meaningful client contact

• Adhere to all standards established for the management of client relationships

• Participate in other firm activities such as writing articles for the newsletter.

• Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other business entities. This includes compliance with legal, professional, and established firm standards of conduct.

• May require some travel between the San Francisco and Silicon Valley offices. Infrequent travel to visit clients out-of-state. 

Required Credentials: 

• Bachelor’s degree 

• 2-5+ years financial planning, estate planning and/or tax planning/ preparation experience 

• Pursuing or has attained a CFP® preferred

Skills & Competencies: 

• Ability to talk to clients independently 

• Ability to develop wealth planning and investment recommendations and present to clients when applicable 

• Working knowledge of e-Money, Salesforce a strong plus. 

• 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. 

• Ability to build and maintain relationships with potential and current clients. 

• Tenacious about doing what is right for the client – always. 

Physical Requirements: 

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

• Must be able to lift up to 15 pounds at times.  

Compensation Range:

  $105,000-150,000

Top Benefits & Rewards:    

• Benefits: Health, Dental & Vision Insurance, Flexible spending accounts, Health Savings accounts, 401k savings & investment plan  

• Education and Professional Certifications Reimbursement: Cerity Partners will reimburse colleagues up to $10,000 per year for pre-approved degrees and certifications subject to a lifetime maximum of $30,000 and various other conditions.  Eligible for full time colleagues after 90 days of continuous active service.  

• Flexible Paid Time off