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

• 7-10+ 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.

Compensation Range:

$110,000 - $165,000

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