Senior Wealth Advisor & Client Growth Leader

Cerity Partners Management

United States

On-site

USD 165,000 - 175,000

Full time

4 days ago

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Benefits offered by this job

Health insurance from day 1

401(k) with 4% match

Flexible PTO

Parental Leave

Education support for professional dev

Commuter benefits

Job summary

Cerity Partners is hiring a Principal Wealth Advisor to manage top client relationships, develop personalized wealth plans, and drive asset growth. You will coordinate with tax, legal, and investment teams to ensure integrated client solutions.

You will mentor colleagues, lead meetings, and participate in firm initiatives while delivering exceptional client experiences in a fast-paced environment.

Qualifications

Bachelor's degree required.
Series 65 required.
CFP or CFA designation required (CPA/JD/CHFC acceptable).
7–10+ years of industry experience.

Responsibilities

Manage key client relationships and drive high client retention.
Develop customized wealth planning strategies based on goals and risk tolerance.
Serve as secondary advisor when needed for selected clients.
Onboard new client relationships through multiple programs and referrals.
Lead prospect presentations and guide new clients through onboarding.
Conduct client meetings across all phases of wealth planning.

Skills

Leadership

Client relations

Wealth planning

Communication

Team mentoring

Financial concepts

Analytical skills

Interpersonal skills

Education

Bachelor's degree

CFP/CFA designation

Series 65

Advanced designation (CPA/JD/CHFC)

Tools

e-Money

Salesforce

PowerPoint

Word

Excel

Outlook

Job description

You will mentor colleagues, lead meetings, and participate in firm initiatives while delivering exceptional client experiences in a fast-paced environment.

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