Wealth Advisor

Position Summary:   

The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. Your focus will be on growing assets under management while ensuring exceptional client outcomes and satisfaction.  

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 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 CFP® or CFA designation– CPA, JD, CHFC, or another approved advanced designation/degree  

• 5+ years of industry experience  

Skills and Competencies:  

• 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 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: 

$125,000-175,000 

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