Senior Wealth Advisor & Client Growth Leader

Cerity Partners; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health, dental, and vision insurance –

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners is seeking a Principal Wealth Advisor in Houston to act as a key relationship manager, driving client satisfaction and asset growth. You will lead client meetings, tailor wealth planning strategies, and coordinate with tax, legal and investment teams to deliver holistic plans.

You will onboard new clients through multiple programs and mentor colleagues while expanding relationships and overseeing onboarding. A strong background in wealth planning and leadership is essential.

Qualifications

• Bachelor’s degree required.
• Series 65 certification required.
• CFP or CFA designation (or CPA, JD, CHFC or approved equivalent).
• 7+ years of industry experience.

Responsibilities

• Manage key client relationships and achieve high retention.
• Develop customized wealth planning strategies aligned with client goals and risk tolerance.
• Onboard new client relationships through various programs and onboarding processes.
• Lead and participate in prospect presentations and client onboarding.
• Coordinate with tax, legal and investment teams to deliver holistic financial plans.
• Mentor colleagues and drive best practices in wealth planning and business development.

Skills

Leadership

Client relationship management

New business development

Wealth planning concepts

Interpersonal skills

CRM Salesforce

Microsoft Office

Education

Series 65

CFP or CFA designation

Bachelor’s degree

Tools

e-Money

Holistiplan

Salesforce

PowerPoint

Word

Excel

Outlook

Job description

Cerity Partners is seeking a Principal Wealth Advisor in Houston to act as a key relationship manager, driving client satisfaction and asset growth. You will lead client meetings, tailor wealth planning strategies, and coordinate with tax, legal and investment teams to deliver holistic plans.

You will onboard new clients through multiple programs and mentor colleagues while expanding relationships and overseeing onboarding. A strong background in wealth planning and leadership is essential.