Senior Wealth Advisor — Client Growth & Planning Lead

Cerity Partners; 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

Community service opportunities

Commuter benefits

Job summary

Cerity Partners is seeking a Wealth Advisor in Philadelphia to serve as a key relationship manager, developing personalized wealth planning and investment strategies while onboarding new clients. The role includes leading client meetings, mentoring colleagues, and coordinating across tax, legal, and investment teams to ensure superior client outcomes and asset growth.

The position requires a Bachelor’s degree, Series 65, and CFP/CFA designation with 5–10+ years of experience, and offers a

Qualifications

• Bachelor’s degree required.
• Series 65 required.
• CFP® or CFA designation required.
• 5-10+ years of industry experience.

Responsibilities

• Manage client relationships and ensure high retention.
• Develop customized wealth planning strategies for clients.
• Onboard new client relationships and coordinate onboarding programs.
• Mentor colleagues on wealth planning and client management.
• Collaborate with tax, legal, and investment teams to holistically plan client finances.
• Lead client meetings and guide onboarding and wealth planning processes.

Skills

Relationship management

Communication

Client services

Financial planning

Mentoring

Education

Bachelor's degree

CFP/CFA designation

Tools

e-Money

Salesforce

PowerPoint

Word

Excel

Outlook

Job description

Cerity Partners is seeking a Wealth Advisor in Philadelphia to serve as a key relationship manager, developing personalized wealth planning and investment strategies while onboarding new clients. The role includes leading client meetings, mentoring colleagues, and coordinating across tax, legal, and investment teams to ensure superior client outcomes and asset growth.

The position requires a Bachelor’s degree, Series 65, and CFP/CFA designation with 5–10+ years of experience, and offers a