Senior Wealth Advisor & Client Growth Leader

Cerity Partners; West Conshohocken (PA); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with match

Flexible PTO

Parental leave

Education assistance

Commuter benefits

Job summary

Cerity Partners in West Conshohocken, PA seeks a Senior Wealth Advisor to serve as a key relationship manager, delivering personalized wealth planning and investment strategies while maintaining high client retention.

The role involves onboarding new clients, leading meetings, collaborating across tax, legal and investment teams, mentoring colleagues, and driving holistic solutions to grow assets under management.

Qualifications

• Bachelor’s degree required.
• Series 65 license.
• CFP or CFA designation – CPA, JD, MBA, or another approved designation.
• 5–10+ years of industry experience.

Responsibilities

• Manage client relationships and drive retention.
• Develop customized wealth planning strategies.
• Understand and communicate the firm’s investment platform and objectives.
• Onboard new clients through multiple programs.
• Lead and participate in prospect presentations and onboarding.

Skills

Relationship management

Client revenue sourcing

Wealth planning

Interpersonal skills

Sales & business development

Education

Bachelor’s degree

CFP or CFA designation

Advanced designation (CPA, JD, MBA)

Tools

eMoney

Salesforce

PowerPoint

Word

Excel

Outlook

Job description

Cerity Partners in West Conshohocken, PA seeks a Senior Wealth Advisor to serve as a key relationship manager, delivering personalized wealth planning and investment strategies while maintaining high client retention.

The role involves onboarding new clients, leading meetings, collaborating across tax, legal and investment teams, mentoring colleagues, and driving holistic solutions to grow assets under management.