Principal Wealth Advisor & Client Growth Leader

Cerity Partners; Conshohocken (Montgomery County); Híbrido; USD 120.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Dental insurance

Vision insurance

401(k) match

Flexible PTO

Parental leave

Education assistance

Community involvement

Commuter benefits

Descripción de la vacante

Cerity Partners is seeking a Wealth Advisor to serve as a key relationship manager, developing personalized wealth planning and investment strategies while onboarding new clients and supporting as a secondary advisor when needed.

The Principal Wealth Advisor leads client meetings, collaborates across departments, mentors colleagues, and ensures a superior client experience while aiming to grow assets under management.

Formación

• Bachelor's degree and 5-10+ years of industry experience.
• CFP or CFA designation required.
• Series 65 completion preferred.

Responsabilidades

• Serve as a key relationship manager for clients, meeting all service needs and achieving high retention.
• Develop wealth planning strategies based on client goals, risk tolerance, and investment preferences.
• Communicate the firm’s investment platform and objectives including private market opportunities.
• Onboard new client relationships through various programs.
• Lead and participate in prospect presentations and onboarding.
• Coordinate with tax, legal, and investment teams for holistic financial plans.
• Mentor colleagues on wealth planning and client management.
• Drive exceptional client experience and timely transaction processing.

Conocimientos

Relationship management

Wealth planning

Client acquisition

Cross-functional collaboration

Salesforce

Financial analysis

Leadership

Educación

Bachelor's degree

Series 65

CFP

CFA

Advanced designation

Herramientas

eMoney

Salesforce

PowerPoint

Word

Excel

Outlook

Descripción del empleo

Cerity Partners is seeking a Wealth Advisor to serve as a key relationship manager, developing personalized wealth planning and investment strategies while onboarding new clients and supporting as a secondary advisor when needed.

The Principal Wealth Advisor leads client meetings, collaborates across departments, mentors colleagues, and ensures a superior client experience while aiming to grow assets under management.