Principal Wealth Advisor & Client Growth Leader

Cerity Partners Management LLC; Philadelphia (Philadelphia County); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health, dental, and vision insurance –

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance for designations

Commuter benefits

Job summary

Cerity Partners is seeking a Wealth Advisor in the United States to serve as a key relationship manager, delivering personalized wealth planning and investment strategies for high-net-worth clients. The role includes onboarding new clients and acting as a secondary advisor when needed.

The Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience.

Qualifications

• Bachelor’s degree required.
• Series 65 required.
• CFP or CFA designation – CPA, JD, MBA or other approved designation considered.

Responsibilities

• Serve as a key relationship manager for clients and achieve high retention.
• Develop customized wealth planning strategies based on goals and risk tolerance.
• Communicate the firm’s investment platform and private market opportunities.
• Onboard new client relationships through various programs.
• Lead and participate in prospect presentations and onboarding.
• Facilitate cross-department collaboration to deliver holistic financial plans.
• Mentor colleagues on wealth planning and client management.
• Drive exceptional client experience and asset growth.

Skills

Relationship management

Leadership

Client communication

Strategic wealth planning

Business development

Interpersonal skills

Problem solving

Education

Bachelor’s degree

CFP or CFA designation

Tools

Salesforce

PowerPoint

Word

Excel

Outlook

e-Money

Job description

Cerity Partners is seeking a Wealth Advisor in the United States to serve as a key relationship manager, delivering personalized wealth planning and investment strategies for high-net-worth clients. The role includes onboarding new clients and acting as a secondary advisor when needed.

The Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience.