Hybrid Wealth Advisor — Client Growth & Planning

Cerity Partners LLC; Los Angeles (CA); Hybrid; USD 125,000 - 150,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO policy

Financial assistance for education

Job summary

Cerity Partners LLC is seeking a Wealth Advisor in Los Angeles to manage client relationships and develop personalized wealth planning strategies. This full-time hybrid role requires a Bachelor’s degree and a minimum of 5 years' industry experience. You will lead client meetings, mentor colleagues, and ensure outstanding client experiences.

The position offers a competitive compensation range of $125,000-150,000 and a comprehensive benefits package, including health insurance, flexible PTO, and 401(k) matching.

Qualifications

• 5+ years of experience in the financial industry.
• Strong listening, empathizing, and analytical skills.
• Ability to thrive in a fast-paced environment.

Responsibilities

• Serve as a key relationship manager for clients.
• Develop customized wealth planning strategies.
• Lead client meetings and collaborate with internal departments.
• Mentor and train colleagues on best practices.

Skills

Wealth planning strategies

Client relationship management

Interpersonal skills

Problem-solving

Education

Bachelor's degree

Series 65

CFP or CFA designation

Tools

e-Money

Salesforce

Microsoft Office (PowerPoint, Word, Excel, Outlook)

Job description

Cerity Partners LLC is seeking a Wealth Advisor in Los Angeles to manage client relationships and develop personalized wealth planning strategies. This full-time hybrid role requires a Bachelor’s degree and a minimum of 5 years' industry experience. You will lead client meetings, mentor colleagues, and ensure outstanding client experiences.

The position offers a competitive compensation range of $125,000-150,000 and a comprehensive benefits package, including health insurance, flexible PTO, and 401(k) matching.