Join to apply for the Wealth Advisor role at Cerity Partners.
This role involves managing client relationships, providing financial planning and advice, mentoring colleagues, and growing assets under management. The ideal candidate has 7-10+ years of experience, relevant credentials (Series 65, CFP/CFA), and strong interpersonal skills.
Primary Responsibilities:
- Manage a client load of 75-80 clients, providing exceptional service and portfolio management.
- Build and maintain long-term client relationships, analyzing financial health, and designing action plans.
- Lead client meetings, collaborate across departments, mentor colleagues, and ensure client satisfaction.
- Achieve goals related to client referrals, relationships, and new business development.
- Maintain professional and ethical conduct in all dealings.
Required Credentials:
- Bachelor’s degree
- Series 65
- Completion of CFP or CFA designation; CPA, JD, CHFC, or other advanced designations preferred
- 7-10+ years of industry experience
Skills & Competencies:
- Leadership, decision-making, and subject matter expertise
- Client acquisition and relationship expansion skills
- Proficiency with e-Money, Salesforce, Microsoft Office
- Strong communication, problem-solving, and organizational skills
- Ability to thrive in a fast-paced environment
Physical Requirements:
- Sitting at a desk and working on a computer for prolonged periods
Compensation Range: $150,000 - $200,000
Why Cerity Partners: Competitive benefits, including health insurance, 401(k) match, flexible PTO, parental leave, professional development support, and more.
We are committed to diversity and inclusion, providing accommodations for applicants with disabilities. Applicants must be authorized to work in the U.S.